Member Advisor I, II or III

iQ Credit Union • Vancouver, WA

7d • $22 - $30 • Onsite

About The Position

The Member Advisor provides exceptional in-branch service through member transactions, account relationships, and lending. The role serves as a resource to members, educating them about products and services that can improve their financial wellbeing. It processes transactions, opens new accounts, establishes lending relationships, and identifies ways to optimize members’ credit union experience. The posting includes Member Advisor I, II, and III compensation levels.

This is a full-time, 40-hour-per-week position at the Hazel Dell Branch in Vancouver, Washington. Branch hours are Monday through Friday, 9:30 a.m. to 5:30 p.m.; the branch is closed on weekends. The hourly pay ranges by level: Member Advisor I, $22.30–$30.11 (target $24.00); Member Advisor II, $24.23–$32.71 (target $26.00); and Member Advisor III, $26.33–$35.55 (target $28.25).

Requirements

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

Responsibilities

• Work toward established product and service goals and maintain production and quality standards for the Member Advisor role.
• Maintain knowledge of credit union products and services, their features and benefits, and membership eligibility.
• Process deposits, withdrawals, loan payments, and transfers through counter, mail, and phone channels; assist members with inquiries and account errors while following cash-handling procedures.
• Open new accounts, build member relationships using onboarding standards, and cross-sell credit union products and services.
• Accept and accurately process account and loan requests in accordance with credit union guidelines, completing documentation promptly and accurately.
• Conduct daily quality assurance and sales calls to engage members and promote credit union services.
• Use interview techniques to identify member needs and wants 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 while acting consistently with credit union operating principles and the Retail Service Level Agreement.
• Maintain knowledge of vault balancing and cash operations.
• Assist with member communications across digital channels as needed.
• Respond promptly and efficiently to member or staff inquiries by direct, phone, or written channels, researching and correcting account errors as needed.
• Participate in outbound member calls and other member outreach efforts.
• Perform Xpress, Tickler, Branch, and Notary audits.
• Participate in branch activities and sales meetings to achieve service and sales goals.
• Adapt to changing member needs and support evolving processes, technologies, and service strategies.
• Handle safe deposit box duties when applicable, including preparing required documentation, issuing payment notices, 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.
• Comply with applicable government regulations, particularly the Bank Secrecy Act and US Patriot Act and related regulations.
• Participate in the Credit Union Email Security Awareness Program as outlined in the Information Security Program Acknowledgement document.

Benefits

• Comprehensive healthcare coverage, including orthodontia for all ages, hearing-aid discounts, and savings reimbursement for laser vision correction.
• Employee-only medical coverage starting at $25 per month; contributions vary by coverage tier and number of enrolled dependents.
• 401(k) matching of up to 6% of employee contributions.
• 11 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