Member Advisor

PenAir Credit Union; Foley (AL); On-site; USD 44,000 - 48,000; Full time

Benefits offered by this job

Up to $15K continuing education

Student Loan Paydown

Adoption Assistance Reimbursement

Wellness Programs

Gym membership reimbursement

Financial Wellness Resources

Computer/Fitness equipment purchase

Job summary

PenAir Credit Union in Foley, AL is seeking a dedicated teller/member service representative. You will handle deposits, withdrawals, transfers, and check cashing while identifying member needs and offering suitable financial solutions.

The role emphasizes customer service, cross-selling, and guiding members to digital banking tools, with duties including balancing at day end and collaborating with teams to support members’ financial goals.

Qualifications

• Process a wide variety of financial transactions including deposits, withdrawals, transfers, and check cashing.
• Identify members' needs and recommend solutions to improve their financial well-being.
• Educate members on self-serve tech such as mobile/online banking and ITM services.
• Maintain records and perform branch tasks like end-of-day balancing and night drop.
• Refer members to partners for investments, mortgage, or lending services.

Responsibilities

• Process a wide variety of financial transactions including deposits, withdrawals, transfers, and check cashing.
• Uncover members' needs and recommend solutions to improve their financial well-being using a sales-through-service approach.
• Educate members on digital solutions like mobile/online banking and ITM services.
• Ensure records are maintained and end-of-day balancing/night drop tasks are completed.
• Refer members to internal partners for investments, mortgages, or commercial lending.

Skills

Financial transactions

Customer service

Sales through service

Digital banking guidance

Multitasking

Attention to detail

Communication skills

Education

High school diploma or equivalent

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

FT Foley, AL, US

Company Description

Since 1936 PenAir Credit Union has been the catalyst where community, resources, and impact come together and produce a powerful force for good. We have a unique culture and we’re passionate about it. Grown from the values we hold most dear, three guiding principles shape how we see the people we serve, the community around us, and our role within it. These guiding principles are Respect, Service, and Communerosity and they’re woven throughout our culture.

PenAir is where people and community, resources and expertise align with your values to create real impact. Generational impact through strong financial education and support. We care about the things you care about. As the largest and oldest credit union in Pensacola, Florida, with more than $2.5 billion in assets, our purpose is to enhance the lives of those we serve in the Florida Panhandle, Southern Alabama, and Virginia.

Careers

Do you have a passion for helping others? Currently, PenAir provides access to 15 convenient locations across Mobile and Baldwin counties in Alabama and Escambia, Santa Rosa, Okaloosa and Bay counties in Florida. Join us and become a powerful force for good - after all we live, work, and play here too.

Join the team. You’ll fit right in.

Take control of your future by mapping out a career at PenAir. Working with us means you can shape your professional experience to suit your dreams. We offer valuable resources that provide you the opportunity to build upon and strengthen your skills. Whether it be a career path in advising our members directly on products and services, guiding them through major purchase decisions on a home or vehicle, or even helping build the technology and processes behind the scenes, there is a place for everyone at Pen Air! Success looks different for everyone. Where will your journey take you?

The PenAir difference.

Just like we strive to be a force for good at work, Pen Air works just as hard to supply employees with a total rewards package that includes competitive salaries and meaningful benefits.

Holistic Amenities:

• Up to $15K available for continuing education
• Student Loan Paydown
• Adoption Assistance Reimbursement
• Wellness Programs
• Gym membership reimbursement
• Financial Wellness Resources
• Purchase assistance with computers and fitness equipment.

Benefits Package Highlights:

• Generous PTO Plan-20 days for new hires
• Paid Maternal & Parental Leave
• Competitive Retirement Plan
• Company paid Short Term Disability

The starting pay for this role is $21.31- $23 per hour, based on experience.

About the role:

Dedicated to enhancing lives in a universal service retail environment with cross-functional responsibilities in both a teller and foundational member service capacity. Consistently uncovers members' needs, offers appropriate solutions, and provides accurate resolution to members' inquiries and concerns.

Major Duties and Responsibilities:

• Processes wide variety of financial transactions including but not limited to deposits, withdrawals, transfers, and check cashing.
• Uncovers existing and potential members’ needs and recommend solutions to improve their financial well-being using a sales through service consultative approach. Conducts basic member service and loan functions such as consumer accounts, disputes, account maintenance and unsecured loans or transitions members to the appropriate next level teammate who can assist with more advanced products or services, such as collateralized loans or business accounts.
• Proactively educates members on emerging and existing self-serve technology and digital solutions such as mobile/online banking, bill pay, remote deposit capture and ITM services.
• Ensures appropriate records are maintained and required reports are prepared. Performs branch specific functions as needed, including but not limited to end of day balancing, and night drop.
• Recognizes referral opportunities and refers members to internal business partners for specialized services including investments, mortgage, or commercial lending.

Minimum Qualifications:

• Experience:Minimum two (2) years of financial institution experience in member service or cash operations or comparable experience in cash handling, customer service, or sales experience.
• Education/Certifications/Licenses: A high school degree or equivalent
• Interpersonal Skills:A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically, it includes subject matter experts as well as first level to middle managers.

Other Skills:

• Adaptability in a fast-paced environment.
• Ability to manage multiple priorities.
• Strong problem-solving and decision-making skills.
• Proficient in multitasking across computer applications.
• Effective needs-based communication.
• Commitment to learning and professional development.
• High attention to detail and accuracy.
• Strong written and verbal communication skills.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.