Senior Member Advisor

Job title: Senior Member Advisor

About the Role Dedicated to enhancing lives in a universal service retail environment with cross-functional responsibilities in both a teller and advanced member service capacity. Consistently uncovers members' needs, offering appropriate solutions and provides accurate resolution to members' inquiries and concerns. Acts as mentor to new teammates.

What You'll Do

• Processes wide variety of financial transactions including but not limited to deposits, withdrawals, transfers and check cashing.
• Uncovers existing and potential members’ needs and recommend solutions to improve their financial well-being using a sales through service consultative approach.
• Conducts all member service functions including consumer accounts, account maintenance, business accounts as well as unsecured and collateralized loans.
• Proactively educates members on emerging and existing self-serve technology and digital solutions such as mobile/online banking, bill pay, remote deposit capture and ITM services.
• Ensures appropriate records are maintained and required reports are prepared.
• Performs branch specific functions as needed, including but not limited to end of day balancing, and night drop.
• Recognizes referral opportunities and refers members to internal business partners for specialized services including investments, mortgage or commercial lending.
• Supports new teammates as a resource for knowledge, best practices and troubleshooting.
• May be given the authority to review high risk transactions to perform override authority.
• Performs other job-related duties as assigned.

What We're Looking For

• 3+ years of financial institution or related cash-handling experience; high school diploma; active MLO/NMLS registration; strong trust, communication, problem-solving and consultative sales skills.
• 3-5 years of experience in member service or cash operations; ability to maintain accuracy in all aspects of the job.
• High school degree or equivalent; active Mortgage Loan Originator (MLO) on NMLS site; must renew registration each year and update when changes to name, address, etc. occur.
• Significant level of trust, credibility and diplomacy; in-depth dialogue and ability to communicate effectively with members and teammates.
• Interpersonal skills and comfort with digital tools and ITM services; ability to work in a retail financial environment.
• May have override authority on high risk transactions.

Compensation & Benefits

• Starting wage for this role is $24.15 per hour.
• Benefits: Generous PTO (20 days for new hires); Paid Maternal & Parental Leave; Adoption Assistance Reimbursement; Wellness Programs; Gym membership reimbursement; Formal Career Development Resources; Financial Wellness Resources; Purchase assistance with computers and fitness equipment.