Member Financial Wellness Advisor

Greater Iowa Credit Union; Ames; On-site; EUR 31,000 - 46,000; Full time

Benefits offered by this job

Paid Time Off

401k with company match

Life Insurance

Professional Development

Group Medical/Dental/Vision

Job summary

Greater Iowa Credit Union is seeking a Member Advisor in Ames, IA to deliver an exceptional member experience and promote credit union products. You will assist with loan options, conduct transactions, and help members achieve their financial goals while adhering to all regulatory requirements.

Responsibilities include building relationships, guiding members on digital banking tools, and collaborating with teammates to provide accurate service.

Qualifications

• 1–3 years of related experience required.
• High school diploma or GED required.
• Strong written, verbal, and interpersonal communication skills.

Responsibilities

• Grow member relationships by providing exceptional service and promoting products and services.
• Assist members with loan options and assess creditworthiness.
• Provide prompt, accurate service in person, by phone, or email; handle teller transactions as needed.
• Collaborate with team members and follow all regulations and procedures.
• Support digital banking tools education for members (apps, online banking, remote deposits).

Skills

Customer service

Financial guidance

Communication

Digital banking

Relationship building

Credit analysis

Office software

Education

High school diploma or GED

Tools

Microsoft Office

Job description

Greater Iowa Credit Union is seeking a Member Advisor in Ames, IA to deliver an exceptional member experience and promote credit union products. You will assist with loan options, conduct transactions, and help members achieve their financial goals while adhering to all regulatory requirements.

Responsibilities include building relationships, guiding members on digital banking tools, and collaborating with teammates to provide accurate service.