Member Experience Advisor
About The Position
The Member Experience Advisor is a relationship-focused professional who delivers exceptional member experiences in person and through digital channels. The role serves as a trusted financial guide by helping members open accounts, process consumer loans, and find financial solutions suited to their needs. It combines relationship building, consultative sales, and financial expertise to deepen member loyalty and drive results. The advisor is a first point of contact for members and supports branch operations, including vault security, cash management, and opening and closing procedures. The position also promotes digital banking tools and collaborates with teammates to achieve branch sales and service goals.
Requirements
- 1–3 years of similar or related experience in a financial institution, or proven success in a sales-focused environment such as banking, retail, or service.
- Confident communication and excellent relationship-building skills.
- Goal-oriented, self-motivated, and driven to exceed expectations.
- Strong problem-solving and analytical abilities.
- Comfort with technology and willingness to learn new systems and digital tools.
- Genuine passion for helping others achieve financial success.
Responsibilities
- Engage members as their first point of contact, building relationships and uncovering needs through genuine conversation.
- Open new memberships, checking, savings, and specialty accounts while complying with credit union policies.
- Conduct consumer loan interviews, process applications, and recommend products such as personal loans, auto loans, and credit cards.
- Identify opportunities to cross-sell and refer products that support members’ financial well-being.
- Educate members about digital banking and self-service tools and promote adoption of emerging technologies.
- Maintain and balance the branch vault, ensuring security and compliance.
- Support branch operations, including opening and closing procedures and cash management.
- Collaborate with team members to meet and exceed branch sales and service goals.
Benefits
- Bi-weekly 401(k) match and profit sharing
- Education reimbursement
- Up to $600 in annual wellness reimbursement
- Medical, dental, vision, and prescription insurance coverage
- Health Savings Account with bi-weekly employer contributions
- Employer-paid life insurance
- Employer-paid short- and long-term disability coverage
- Pet insurance
- Health advocacy support
- Generous paid time off
- 12 paid holidays
- Employee assistance programs
- Monthly commissions and incentives
- Employee appreciation events
- Community volunteering opportunities
- Performance and discretionary bonuses
- Employee discount program for travel, shopping, restaurants, and more
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
