Member Experience Advisor

Engage members as the 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. Support overall branch operations, including opening/closing procedures and cash management. Collaborate with team members to meet and exceed branch sales and service goals.