Member Experience Advisor

Southland Credit Union • Downey, CA

1d • $24 - $30 • Onsite

About The Position

When a member walks into a Financial Center, they may be making a routine deposit, opening their first account, exploring a loan, or simply looking for someone they can trust to point them in the right direction. As a Member Experience Advisor (MEA), you’ll be that person—combining everyday banking expertise with genuine relationship-building to help members make informed financial decisions. This is a universal role where no two conversations are exactly the same. You’ll move comfortably between processing transactions, opening accounts, supporting lending conversations, and helping members discover digital tools and financial solutions that fit their needs. You’ll also have opportunities to reach out to members, follow up on relationships, and connect with the community through events and partnerships. If you enjoy getting to know people, understanding what they need, and finding ways to make their financial lives easier, this role puts those skills to work every day.

Requirements

• 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 related field preferred, or an equivalent combination of education and experience.
• Notary Public preferred or the ability to obtain.
• Enjoy building genuine relationships and can approach conversations with curiosity and a consultative mindset.
• Communicate clearly and make financial information approachable for the people you serve.
• Can balance relationship-building and production goals with accuracy, compliance, and operational accountability.
• Stay organized and follow through while managing multiple priorities.
• Are comfortable working independently while contributing to a team-oriented Financial Center environment.
• Pay close attention to detail and understand the importance of accuracy when handling financial transactions and account information.
• Are adaptable and willing to learn and support multiple functions within the Financial Center.
• Are comfortable using standard office technology and business systems.

Responsibilities

• Processing transactions with accuracy.
• Opening memberships and deposit accounts.
• Helping a member navigate a consumer lending application.
• Introducing members to digital banking and self-service tools.
• Conducting outbound outreach.
• Scheduling appointments.
• Following up on opportunities to deepen member relationships.
• Supporting community engagement efforts by welcoming and onboarding members connected to community events and partnerships.
• Working toward established service, membership growth, referral, digital adoption, and production goals.
• Maintaining the accuracy, security, and compliance that keep the Financial Center running smoothly.
• Following operational procedures, security standards, audit requirements, and regulatory guidelines.

Benefits

• Pay transparency

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level