Member Experience Advisor

Southland Credit Union•Carson, CA

About The Position

The Member Experience Advisor (MEA) provides members with a welcoming, personalized experience at a Financial Center and helps them make informed financial decisions. This universal role combines everyday banking services with relationship-building, including processing transactions, opening memberships and deposit accounts, supporting consumer lending applications, and introducing digital banking and self-service tools. The MEA also conducts outbound outreach, schedules appointments, follows up with members, and supports community engagement through events and partnerships. The role works toward service, membership growth, referral, digital adoption, and production goals while maintaining operational accuracy, security, and compliance. Success requires balancing thoughtful, appropriate recommendations with a consistent focus on members’ needs.

Requirements

Enjoy building genuine relationships and approach conversations with curiosity and a consultative mindset.
Communicate clearly and make financial information approachable.
Balance relationship-building and production goals with accuracy, compliance, and operational accountability.
Stay organized, follow through, and manage multiple priorities.
Work independently while contributing to a team-oriented Financial Center environment.
Pay close attention to detail, particularly when handling financial transactions and account information.
Adapt and learn to support multiple Financial Center functions.
Be comfortable using standard office technology and business systems.

Nice To Haves

Minimum 1–2 years of customer service or financial institution experience preferred.
Previous teller, new accounts, or lending experience preferred.
Experience working in sales, service, or relationship-focused environments preferred.
Experience with member problem resolution and consultative conversations preferred.
Experience meeting production, referral, or performance goals preferred.
Bachelor’s degree in Business, Finance, Management, or a related field preferred, or an equivalent combination of education and experience.
Notary Public preferred or the ability to obtain.

Responsibilities

Create a welcoming member experience and use consultative conversations to understand members’ needs.
Process financial transactions accurately.
Open memberships and deposit accounts.
Help members navigate consumer lending applications.
Introduce members to digital banking and self-service tools.
Conduct outbound outreach, schedule appointments, and follow up on opportunities to develop member relationships.
Support community engagement by welcoming and onboarding members connected to community events and partnerships.
Work toward service, membership growth, referral, digital adoption, and production goals.
Follow operational procedures, security standards, audit requirements, and regulatory guidelines.
Maintain the accuracy, security, and compliance of member information and Financial Center operations.