Associate Member Advisor

Hoosier Hills Credit Union; Paoli (IN); On-site; USD 22,000 - 33,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Paid time off

Job summary

Hoosier Hills Credit Union in Paoli seeks an Associate Member Advisor to deliver outstanding member service, handle transactions, and provide product education. You will build relationships, maintain accuracy, and support daily operations with a team-focused approach.

The role emphasizes confidentiality and adherence to banking procedures, including BSA/AML guidelines, while fostering member trust and financial wellbeing in the community.

Qualifications

• 1-3 years of experience in customer-facing roles.
• Experience in banking or financial services preferred.
• Ability to follow procedures and protect member information.
• Strong accuracy and confidentiality in handling data.

Responsibilities

• Provide exceptional member service and resolve inquiries.
• Process transactions and account servicing efficiently.
• Educate members on products and services to meet needs.
• Maintain security and regulatory compliance in all interactions.

Skills

Customer service

Attention to detail

Communication skills

Problem solving

Education

High school diploma or equivalent

Job description

Join Our Award-Winning Team as an Associate Member Advisor in our Paoli Service Center!Forbes has recognized Hoosier Hills Credit Union as one of Indiana's Top Three Credit Unions for the fourth consecutive year in 2026. We are proud of the difference we make for our Members, Team Members, and communities every day.At Hoosier Hills, we believe banking is personal. Every conversation, every transaction, and every interaction is an opportunity to build trust and help someone reach their financial goals.If you're someone who enjoys helping others, values accuracy, thrives in a fast-paced environment, and takes pride in delivering exceptional service, we'd love to meet you.What We offer:Competitive Salary: $15.93/hr. - $23.90/hr., based on experience.Comprehensive Benefits Package: Including health insurance, retirement plans, paid time off and much more.Impactful Work: Your efforts will directly contribute to Members' satisfaction and financial success in the communities we serve.Supportive Environment: Work with a team that values your contributions and supports your professional growth.Growth Opportunities: Gain valuable experience and advance your career in a dynamic and rewarding field.A Rewarding Career: Be part of a team that’s dedicated to making a difference in the lives of our members and the community.Opportunity overview:As an Associate Member Advisor (AMA), you'll play an important role in creating exceptional Member experiences while serving as a trusted resource for everyday financial needs.This position combines relationship building, problem solving, account servicing, transaction processing, and product education. Successful Team Members are passionate about helping others, committed to attention to detail, and dedicated to providing accurate and professional service in every interaction.Because our Members trust us with their financial well-being, accuracy, confidentiality, professionalism, and regulatory compliance are essential components of this role.What You’ll Do:Mission and Service: Provide exceptional service aligned with Hoosier Hills Credit Union’s mission and Service Promises.Build Relationships: Forge and maintain strong connections with new and existing members, delivering outstanding service.Manage Transactions: Execute transactions and manage account service requests efficiently and accurately.Maintain Accounts: Perform transaction processing and account maintenance, addressing related inquiries promptly.Transactional Excellence: Ensure precise and professional handling of transactions and interactions. Adhere to security guidelines for transactions and account maintenance. Follow protocols for supervisor overrides, safeguard cash, and assist with account and Service Center procedures. Adhere to BSA/AML regulations.Member and Business Focus: Assist with online banking, statements, card activation, wire transfers, and general account maintenance. Act as a knowledgeable resource, support problem resolution, and always act in the best interest of the members.Recommend Products & Services: Identify and suggest HHCU products that meet members’ needs, enhancing their overall experience. Provide information on additional products and services that may help members achieve their financial goals.Teamwork and Collaboration: Communicate clearly with supervisors and team members. Contribute to planning, share improvement ideas, and engage in self-evaluation.Grow and Learn: Engage in continuous learning and self-improvement to drive personal and team development.What We’re Looking For:EducationHigh school diploma or equivalent required.Experience1-3 years of experience in customer-facing roles required.Experience in banking, credit unions, financial services, cash handling, retail banking, or other highly regulated service environments strongly preferred.Demonstrated experience balancing multiple priorities while maintaining a strong focus on accuracy and customer service.Professionalism & AccountabilityDemonstrates strong personal accountability and takes ownership of work quality.Maintains professionalism, confidentiality, and sound judgment when handling sensitive member information.Consistently follows established procedures and policies.Attention to DetailStrong attention to detail and commitment to accuracy.Ability to process transactions, documentation, and account maintenance with minimal errors.Understands the importance of complete and accurate recordkeeping in a financial services environment.Member Service ExcellencePassion for delivering exceptional service and building lasting Member relationships.Ability to remain positive, patient, and solution-focused during challenging situations.Skilled at identifying Member needs and providing appropriate recommendations.Communication SkillsStrong verbal and written communication skills.Ability to explain financial products, services, and processes clearly and professionally.Comfortable engaging with a diverse Member base through multiple communication channels.Critical Thinking & Problem SolvingAbility to analyze information, identify solutions, and make sound decisions.Exercises good judgment while balancing Member needs, organizational policies, and risk management practices.Technology SkillsComfortable learning and navigating multiple systems with efficiency and accuracy.Ability to maintain detailed records and documentation in various software applications.TeamworkBuilds positive working relationships with Team Members and leaders.Contributes to a collaborative culture focused on service, growth, and continuous improvement.Work Environment:Typical office setting with climate control and appropriate lighting. May occasionally lift up to 10 pounds.Hoosier Hills Credit Union is an Equal Employment Opportunity Employer.