Member Advisor I, II or III (54982)

iQ Credit Union • Vancouver, WA

5d • 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 by educating them about products and services that support their financial wellbeing. Responsibilities include processing transactions, opening accounts, establishing lending relationships, and identifying ways to improve members’ credit union experience. The posting includes Member Advisor I, II, and III levels.

The position is based 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. This is a full-time position of 40 hours per week. Compensation varies by level: Member Advisor I is $22.30–$30.11 per hour, with a target rate of $24; Member Advisor II is $24.23–$32.71 per hour, with a target rate of $26; and Member Advisor III is $26.33–$35.55 per hour, with a target rate of $28.25.

The employer describes a comprehensive total compensation package that includes healthcare coverage, retirement savings, paid time off, volunteer opportunities, wellbeing hours, student loan repayment matching, tuition reimbursement, and a match for nonprofit giving. iQ Credit Union states that it is committed to an inclusive and accessible work environment and is an equal opportunity employer.

Requirements

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

Responsibilities

• Work toward established product and service goals while maintaining 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, and help resolve member inquiries and account errors accurately and in compliance with cash-handling policies.
• 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 according to Credit Union guidelines.
• Complete loan and account documentation accurately and on time.
• 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, identifying 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 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.
• Handle account questions and issues, research and correct errors, and respond promptly to direct, phone, or written inquiries from members or staff.
• 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 goals, and support new processes, technologies, and service strategies.
• Handle safe deposit box duties when applicable, including preparing required documentation and 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, discounts on hearing aids, and savings reimbursement for laser vision correction.
• Employee-only medical coverage starting at $25 per month, with contributions varying 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