Member Advisor I, II or III (54683)

iQ Credit Union • Vancouver, WA

2d • Onsite

About The Position

The Member Advisor provides exceptional in-branch service through member transactions, account relationships, and lending. The role educates members about products and services to support their financial wellbeing, processes transactions, opens accounts, establishes lending relationships, and identifies opportunities to improve members’ credit union experience. The posting lists Member Advisor I, II, and III levels.

Requirements

• One to three years of similar or related experience.
• High school education or GED.

Responsibilities

• Work toward established product and service goals while maintaining production and quality standards.
• Maintain knowledge of Credit Union products, services, their features and benefits, and membership eligibility.
• Process deposits, withdrawals, loan payments, and transfers by counter, mail, and phone; research and resolve account issues accurately and in accordance with cash-handling policies.
• Open accounts, build member relationships using onboarding standards, and cross-sell Credit Union products and services.
• Accept and process account and loan requests according to Credit Union guidelines, ensuring timely and accurate documentation.
• Conduct quality assurance and sales calls to engage members and promote Credit Union services.
• Use interviewing techniques to identify member needs and close sales.
• Build and maintain a Book of Business through regular member contact, and identify services or promotions that benefit those members.
• Prioritize inbound and outbound calls, including member follow-ups aligned with the onboarding process.
• Promote respect, teamwork, and collaboration and act consistently with Credit Union Operating Principles and the Retail Service Level Agreement.
• Maintain knowledge of vault balancing and cash operations.
• Assist with member communications through digital channels as needed.
• Handle member account inquiries and resolve errors, responding promptly to direct, phone, or written inquiries from members or staff.
• Participate in outbound member outreach, branch activities, and sales meetings to achieve service and sales goals.
• Perform Xpress, Tickler, Branch, and Notary audits.
• Adapt to changing member needs and support business initiatives by adopting new processes, technologies, and service strategies.
• Perform safe deposit box duties when applicable, including preparing documentation, reconciling related general ledger accounts, and following security procedures.
• Attend mandatory robbery and security training and ensure robbery and bomb threat packets are current and available at the workstation.
• Understand and comply with applicable regulations, particularly the Bank Secrecy Act and US Patriot Act.
• Participate in the Credit Union Email Security Awareness Program as outlined in the Information Security Program Acknowledgement document.

Benefits

• The employer pays a portion of the monthly medical, dental, and vision premiums for the employee and dependent children.
• 401(k) match of up to 6% of employee contributions.
• Eleven paid holidays, plus vacation and sick time accruals.
• Paid community and event volunteer opportunities.
• Paid wellbeing hours.
• Student loan repayment match of up to $100 per month.
• Tuition reimbursement.
• Annual match for nonprofit giving.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED