Bilingual Member Advisor | Financial Guidance & Lending

Greater Iowa Credit Union; Indianola (IA); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Paid Time Off

Paid Holidays

Group Medical, Dental, and Vision

Flexible Spending Accounts

Lifestyle Spending Account

Life Insurance

Job summary

Greater Iowa Credit Union is seeking a Bilingual Member Advisor in Indianola, IA, to provide exceptional member service, promote credit union products, and guide members toward their financial goals. You will support teller transactions and use digital banking tools while maintaining regulatory compliance.

We value strong communication, confidential handling of information, and the ability to identify opportunities for additional products and services.

Qualifications

• Proven ability to communicate in English and Spanish.
• Experience helping members with financial needs and products.
• Knowledge of lending and depository regulations and compliance.

Responsibilities

• Grow member relationships by delivering positive experiences and deepening financial relationships.
• Discuss members' financial goals and offer relevant solutions.
• Assist members with teller transactions and digital banking tools.
• Assist with loan applications and evaluate creditworthiness.
• Ensure compliance with regulatory requirements and follow procedures.
• Provide prompt, accurate service in person, by phone, or email.
• Collaborate with team and complete follow-ups.

Skills

Bilingual English/Spanish

Customer service

Credit product knowledge

Regulatory compliance

Interpersonal skills

Credit report analysis

Sales skills

MS Office

Education

High school diploma or GED

Tools

MS Office

Job description

Greater Iowa Credit Union is seeking a Bilingual Member Advisor in Indianola, IA, to provide exceptional member service, promote credit union products, and guide members toward their financial goals. You will support teller transactions and use digital banking tools while maintaining regulatory compliance.

We value strong communication, confidential handling of information, and the ability to identify opportunities for additional products and services.