Member Advisor I, II or III

iQ Credit Union • Washougal, WA

12d • $22 - $30 • Onsite

About The Position

The Member Advisor provides exceptional in-branch service through member transactions, account relationships, and lending. This role serves as a resource to members, educating them about products and services that can improve their financial wellbeing. Responsibilities include processing transactions, opening accounts, establishing lending relationships, and identifying ways to optimize members’ credit union experience. The position may be hired at the Member Advisor I, II, or III level.

The role 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. This is a full-time, 40-hour-per-week position. The posted hourly ranges are $22.30–$30.11 for Member Advisor I, $24.23–$32.71 for Member Advisor II, and $26.33–$35.55 for Member Advisor III. Target hourly rates are $24.00, $26.00, and $28.25, respectively.

The employer describes a positive, inclusive work environment, work-life balance, and opportunities for personal and professional growth. The compensation package includes healthcare coverage, a 401(k) match, paid holidays and accrued vacation and sick time, volunteer opportunities, paid wellbeing hours, student loan repayment matching, tuition reimbursement, and a match for nonprofit giving.

Requirements

• One to three years of similar or related experience.
• High school education or GED.
• Knowledge of credit union products, services, and membership eligibility.
• Ability to process transactions, handle cash, open accounts, process loan and account requests, and maintain accurate documentation.
• Knowledge of applicable regulations, including the Bank Secrecy Act and USA PATRIOT Act.

Responsibilities

• Work toward established product and service goals while maintaining production and quality standards appropriate to the 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; address member inquiries and account errors while following cash-handling procedures.
• Open new accounts and build member relationships using onboarding standards; cross-sell credit union products and services.
• Accept and process account and loan requests in accordance with credit union guidelines, ensuring timely and accurate documentation.
• Conduct daily quality-assurance and sales calls to engage members and promote credit union services.
• Use interview techniques to identify member needs and close sales; build and maintain a Book of Business through regular member contact and relevant service or promotion recommendations.
• 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 across digital channels as needed.
• Respond promptly to member and staff questions or requests in person, by phone, or in writing, including researching and correcting account errors.
• 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 new processes, technologies, and service strategies.
• Handle safe deposit box duties where applicable, including preparing documentation and payment notices, reconciling related general ledger accounts, and following security procedures.
• Attend required robbery and security training and ensure robbery and bomb threat packets are current and available at the workstation.
• Comply with applicable regulations, particularly the Bank Secrecy Act and USA PATRIOT Act and related requirements.
• Participate in the Credit Union Email Security Awareness Program as described in the Information Security Program Acknowledgement.

Benefits

• Comprehensive healthcare coverage, including orthodontia for all ages, hearing-aid discounts, and savings reimbursement for laser vision correction; employee-only medical coverage starts at $25 per month.
• 401(k) contribution match of up to 6%.
• 11 paid holidays, plus accrued vacation and sick time.
• 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