Member Experience Advisor

Benefits

• Bi-weekly 401(k) Match and Profit Sharing
• Education reimbursement
• Up to $600 in wellness reimbursement annually – fitness equipment, gym membership, massages, etc.
• Full 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, etc.

Requirements

• Experience: 1–3 years of experience in a financial institution or proven success in a sales-focused environment (banking, retail, or service industry).
• Skills & Attributes: Confident communicator with excellent relationship-building skills, goal-oriented, self-motivated, and driven to exceed expectations, strong problem-solving and analytical abilities, tech-savvy and comfortable learning new systems and digital tools, a genuine passion for helping others achieve financial success.

Key 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 ensuring compliance with credit union policies.
• Conduct consumer loan interviews, process applications, and provide recommendations for products such as personal loans, auto loans, and credit cards.
• Proactively identify opportunities to cross-sell and refer products that benefit the member’s financial well-being.
• Educate members on digital banking and self-service tools, promoting the adoption of emerging technologies.
• Maintain and balance the branch vault, ensuring security and compliance.
• Collaborate with team members to meet and exceed branch sales and service goals.