Member Advisor

SouthPoint Financial Credit Union•Waconia, MN

2d•$18 - $29•Onsite

About The Position

The Member Advisor serves in a Credit Union branch and delivers a seamless digital and in-person member experience. The role provides service aligned with SouthPoint Financial Credit Union’s vision of “Empowering People to Enhance Lives” and its core values: “Our Purpose is our Passion,” “We Champion Fearless Grit,” and “It’s not about me, it’s about we.” The Member Advisor supports members’ financial well-being through needs-based sales and digital banking education. This includes identifying and offering products and services that address members’ immediate and future needs, supporting adoption of online and mobile banking, digital payments, and self-service tools, and building relationships through referrals and external outreach. The role is accountable for cross-selling Credit Union products and services related to daily transactions, new accounts, and consumer loans. Friendly, professional, and personal service to all members is mandatory.

Requirements

High school diploma or GED.
Two to three years of customer service experience.
Professional and effective communication skills.
Effective time management and critical thinking skills.
Intermediate computer and digital banking technology skills, including the ability to use multiple systems simultaneously and support members with digital banking tools and services.
Excellent communication and customer service skills, with the ability to build open and honest relationships across in-person, phone, and digital interactions.
Well-developed interpersonal skills and the ability to project a positive image as a Credit Union representative.
Organization, self-motivation, self-management, and the ability to set personal goals.
Analytical and decision-making skills, attention to detail, accuracy, and thoroughness.
Ability to work under pressure, manage concurrent tasks accurately, and maintain a positive attitude in challenging circumstances.
Ability to solicit business and strengthen member relationships through outbound contact.
Comfort with learning digital banking platforms and branch technology, and confidence educating members about digital tools.
Teamwork, maturity, confidentiality, adaptability, and willingness to adjust to changing job requirements or hours.

Nice To Haves

Associate degree or equivalent.
One to two years of lending experience.

Responsibilities

Greet and welcome current and prospective members in the branch and drive-through areas.
Build trust and understanding to create lasting relationships with members.
Improve the member experience through each interaction and support members, teammates, and communities.
Uphold the Credit Union’s vision and mission and promote a culture of doing the right things for the right reasons.
Review financial data and member credit files, and recommend available consumer loan and credit solutions.
Advise members on Credit Union products and services that meet their needs.
Open new accounts; perform account inquiries and transactions; create instant-issue debit cards; and assist with loan inquiries, online and mobile banking, digital wallets, remote deposit capture, and referrals.
Help members with budgeting and financial goals, and demonstrate efficient ways to handle banking needs through branch and digital channels.
Educate and guide members on digital tools and self-service options, including enrollment, basic access troubleshooting, and secure use of online and mobile banking features.
Resolve member questions, issues, and complaints; research, investigate, and document concerns or route them through the proper channels and ensure follow-up.
Comply with Bank Secrecy Act responsibilities for the role.
Perform other duties as assigned.