Member Advisor I

Red Canoe Credit Union•Kelso, WA

18h

About The Position

As a Member Advisor at Red Canoe Credit Union, you will be the face of the credit union, responsible for delivering outstanding member service by assisting individuals with their financial needs. This role involves performing routine banking transactions, opening and maintaining accounts, identifying opportunities to promote financial products and services, and building meaningful relationships with members. The Member Advisor plays a key role in supporting the financial wellbeing of members while ensuring accuracy, professionalism, and compliance with credit union policies.

Requirements

Must be bondable.
Professional appearance and demeanor.
Must possess people skills; be friendly and outgoing with members and employees.
Strong communication and interpersonal skills.
Strong attention to detail and high level of accuracy.
Consistently meets or exceeds sales goals
Ability to work a flexible schedule, including Saturdays.
Ability to work in a fast-paced environment and handle confidential information appropriately.
High school diploma or equivalent.
Credit Union teller experience, required.
Basic computer and keyboard skills; Working knowledge of Microsoft Office.

Nice To Haves

1 year + New Accounts or credit union experience preferred; related training or experience considered.
Knowledge of credit union products, services and regulatory compliance preferred.

Responsibilities

Deliver professional, accurate, and caring service to members in person, via drive-thru, and over the phone.
Create a positive member experience by responding to members’ needs with professionalism and care.
Address member inquiries regarding accounts, services, and policies in a timely and professional manner.
Troubleshoot account issues, research problems, and escalate complex matters to appropriate departments.
Accurately and efficiently process routine transactions including deposits, withdrawals, payments, and transfers.
Open and maintain checking, savings, certificates, and other deposit accounts, including fiduciary accounts, while providing expert assistance and support.
Assist members with account changes, safe deposit boxes, fraud reports, and product support.
Educate members on electronic services such as online banking, mobile apps, bill pay, and e-statements.
Adhere to authority-level check acceptance limits, securing approvals as required.
Trained to handle vault transactions including balancing.
Maintain accurate cash drawer balances, keeping discrepancies within acceptable limits.
Manage assigned funds and ensure cash levels stay within drawer and vault limits.
Verify and balance all incoming checks for accuracy.
Perform end-of-day closing procedures to ensure branch totals are balanced.
Identify member needs and recommend appropriate credit union products and services, including loans, credit cards, and insurance.
Document member interactions and referrals using designated software.
Make quality referrals and support members through inbound and outbound calls.
Help achieve credit union goals by meeting or exceeding individual goals.
Proactively refer members to specialized departments (e.g., lending, mortgage, investments) as needed.
Maintain knowledge of current promotions and product offerings.
Adhere to credit union policies and procedures to mitigate risk.
Comply with Bank Secrecy Act (BSA), Currency Transaction Report (CTR) requirements, and all other regulations.
Exercise sound judgment and timely decision-making.
Recognize and respond to potential fraud or suspicious items to prevent losses.
Foster a cooperative and respectful environment with coworkers and members.
Contribute to a positive, productive workplace through collaboration and mutual support.
Lead by example and provide support to team members as needed to ensure branch success.
Maintain punctuality, reliability, and professionalism.
Ensure accuracy in all member transactions.
Assist with opening and closing the branch when needed.
Work independently with minimal supervision, prioritizing tasks and responsibilities effectively.
Keep workstations clean, organized, and well-stocked.
Conduct research to resolve member inquiries or concerns.
Use member names when possible to build rapport.
Maintain up-to-date knowledge of credit union services and procedures.
Participate in training and cross-functional support opportunities to enhance job performance.
Perform other duties as assigned by management.