Member Advisor

SouthPoint Financial Credit Union•Waconia, MN

6d•Onsite

About The Position

The Member Advisor serves members in a Credit Union branch, delivering a seamless digital and in-person experience. The role provides friendly, professional service while supporting members’ financial well-being through needs-based sales, product and service recommendations, and digital banking education. The Member Advisor helps members identify solutions for immediate and future needs, supports adoption of online and mobile banking and other digital services, and builds meaningful 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, while embodying SouthPoint Financial Credit Union’s vision and core values. The position includes welcoming members in the branch and drive-through, building trust, reviewing financial data and credit files, and recommending available consumer loan and credit solutions. The Member Advisor opens accounts, performs inquiries and transactions, issues debit cards, assists with loan inquiries and digital services, supports budgeting and financial goals, and resolves member concerns. The role also follows Bank Secrecy Act responsibilities and performs other duties as assigned. Candidates need a high school diploma or GED and 2–3 years of customer service experience. An associate degree or equivalent is preferred, as is 1–2 years of lending experience. The position requires strong communication, service, organization, analytical, time-management, and critical-thinking skills, along with intermediate computer and digital banking technology skills.

Requirements

High school diploma or GED required.
2–3 years of customer service experience.
Excellent communication and customer service skills, including the ability to build open and honest relationships across in-person, phone, and digital interactions.
Professional interpersonal skills and the ability to represent the Credit Union positively.
Strong organization, self-motivation, self-management, and personal goal-setting skills.
Excellent analytical and decision-making skills, with 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.
Intermediate computer and digital banking technology skills, including using multiple systems simultaneously and supporting members with digital tools and services.
Effective time management and critical-thinking skills.
Maturity, confidentiality, adaptability, teamwork, and flexibility to respond to changing job requirements or hours.

Nice To Haves

Associate degree or equivalent preferred.
1–2 years of lending experience preferred.

Responsibilities

Greet and welcome current and prospective members in the branch and drive-through areas.
Build trusting, long-lasting member relationships and improve the member experience through each interaction.
Support SouthPoint’s vision, mission, and core values and contribute to a positive organizational culture.
Review member financial data and 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; conduct account inquiries and transactions; and create instant-issue debit cards.
Assist members with loan inquiries, online and mobile banking, digital wallets, remote deposit capture, and other digital services and referral opportunities.
Cross-sell Credit Union products and services related to daily transactions, new accounts, and consumer loans.
Help members with budgeting and financial goals and demonstrate efficient ways to handle banking needs through branch and digital channels.
Educate members about digital tools and self-service options, including enrollment, basic access troubleshooting, and secure use of online and mobile banking.
Resolve member questions and complaints; research, investigate, and document issues or route them through appropriate channels for follow-up.
Follow Bank Secrecy Act responsibilities applicable to the role.
Perform other duties as assigned.