Associate Member Advisor

About the role

Hoosier Hills Credit Union, recognized as one of Indiana's Top Three Credit Unions by Forbes for four consecutive years (2026), seeks an Associate Member Advisor to create exceptional member experiences, build relationships, process transactions, maintain accounts, and recommend products while adhering to security, BSA/AML regulations, and providing accurate, professional service. Travel up to 25% may be required.

Responsibilities

• Provide exceptional service aligned with the credit union's mission and service promises.
• Build and maintain strong relationships with new and existing members.
• Execute transactions and manage account service requests efficiently and accurately.
• Perform transaction processing and account maintenance, addressing inquiries promptly.
• Ensure precise and professional handling of transactions, adhering to security guidelines, supervisor override protocols, cash safeguarding, and Service Center procedures.
• Follow BSA/AML regulations.
• Assist with online banking, statements, card activation, wire transfers, and general account maintenance.
• Act as a knowledgeable resource for problem resolution, always acting in members' best interest.
• Identify and suggest HHCU products that meet members' needs; provide information on additional products/services to help members achieve financial goals.
• Communicate clearly with supervisors and team members; contribute to planning, share improvement ideas, and engage in self‑evaluation.
• Engage in continuous learning and self‑improvement to drive personal and team development.

Requirements

• High school diploma or equivalent required.
• 1‑3 years of experience in customer‑facing roles required.
• Experience in banking, credit unions, financial services, cash handling, retail banking, or other highly regulated service environments strongly preferred.
• Demonstrated ability to balance multiple priorities while maintaining a strong focus on accuracy and customer service.

Qualifications

• Strong personal accountability and ownership of work quality.
• Maintains professionalism, confidentiality, and sound judgment when handling sensitive member information.
• Consistently follows established procedures and policies.
• Strong attention to detail and commitment to accuracy; ability to process transactions, documentation, and account maintenance with minimal errors.
• Understands the importance of complete and accurate recordkeeping in a financial services environment.
• Passion for delivering exceptional service and building lasting member relationships; remains positive, patient, and solution‑focused during challenging situations.
• Skilled at identifying member needs and providing appropriate recommendations.
• Strong verbal and written communication skills; able to explain financial products, services, and processes clearly and professionally.
• Comfortable engaging with a diverse member base through multiple communication channels.
• Ability to analyze information, identify solutions, and make sound decisions; exercises good judgment while balancing member needs, organizational policies, and risk management practices.
• Comfortable learning and navigating multiple systems with efficiency and accuracy; able to maintain detailed records and documentation in various software applications.
• Builds positive working relationships with team members