Member Advisor I, II or III (54875)

iQ Credit Union • Washougal, WA

11d • Onsite

About The Position

The Member Advisor I provides exceptional service through in-branch transactions, account relationships, and lending. The role serves as a resource to members, educating them about products and services to improve their financial wellbeing. Responsibilities include processing transactions, opening accounts, establishing lending relationships, and identifying ways to optimize members’ credit union experience. The posting also lists Member Advisor II and III compensation levels.

The position works at the Washougal Branch in Washougal, Washington. Branch hours are Monday through Friday, 9:30 a.m. to 5:30 p.m., and Saturday, 9:30 a.m. to 2:00 p.m.; the branch is closed Sundays. The position is full-time, 40 hours per week.

Requirements

• One to three years of similar or related experience.
• High school education or GED.
• Knowledge of applicable regulatory requirements, including the Bank Secrecy Act, US Patriot Act, and related regulations.

Responsibilities

• Work toward established product and service goals while maintaining production and quality standards for the Member Advisor I role.
• Maintain knowledge of Credit Union products and services, their features and benefits, and membership eligibility.
• Process deposits, withdrawals, loan payments, and transfers through in-person, mail, and phone channels; help resolve member inquiries and account errors while following cash-handling policies and procedures.
• Open accounts, build member relationships using onboarding standards, and cross-sell Credit Union products and services.
• Accept and accurately process account and loan requests according to Credit Union guidelines, maintaining timely and accurate documentation.
• Conduct daily quality-assurance and sales calls to engage members and promote Credit Union services.
• Use interview techniques to identify members’ needs and successfully close sales.
• Build and maintain a Book of Business through regular member contact, using established relationships to identify beneficial services and special promotions.
• 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.
• May assist with member communications across multiple digital channels.
• Respond promptly and efficiently to member and staff inquiries or requests in person, by phone, or in writing; research and correct account errors.
• 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 organizational priorities; support new processes, technologies, and service strategies.
• May perform safe deposit box duties, depending on branch location, including preparing required 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 government regulations, especially the Bank Secrecy Act, the US Patriot Act, and related regulations.
• Participate in and meet expectations for the Credit Union Email Security Awareness Program.

Benefits

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