Member Advisor: Banking & Financial Wellness

Kinetic Federal Credit Union; Columbus (GA); On-site; USD 21,000 - 30,000; Full time

Job summary

Kinetic Federal Credit Union in Columbus, GA is seeking a Member Advisor who will engage members in the branch and educate them about Kinetic’s products and services. The role emphasizes trusted advisory relationships, consultative selling, and delivering exceptional service while meeting performance standards.

The position requires strong communication, teamwork, and the ability to handle various teller and account duties, including new accounts, cross-selling, and loan closings.

Qualifications

• Two years of college or commensurate experience preferred.
• Two years of customer service experience in financial services or retail.
• Must possess knowledge of credit union banking practices.

Responsibilities

• Assist members using PTM and educate on Teller technology.
• Complete Currency Transaction Reports for transactions over $10,000.
• Perform teller transactions and assist when needed.
• Opens new accounts and cross-sells products to deepen member relationships.
• Process loan closings and explain related products.

Skills

Customer service

Sales skills

Financial counseling

Team player

MS Word/Excel

Education

Two years of college

Tools

PTM system

Online banking

Job description

Kinetic Federal Credit Union in Columbus, GA is seeking a Member Advisor who will engage members in the branch and educate them about Kinetic’s products and services. The role emphasizes trusted advisory relationships, consultative selling, and delivering exceptional service while meeting performance standards.

The position requires strong communication, teamwork, and the ability to handle various teller and account duties, including new accounts, cross-selling, and loan closings.