Member Advisor: Banking, Service & Growth Path

Westmark Credit Union; Meridian (ID); On-site; USD 36,000 - 50,000; Full time

Benefits offered by this job

Paid Time Off (3–5 weeks)

Excellent health insurance options for

401k with company match

Job summary

Westmark Credit Union is seeking a Member Advisor to combine teller duties with personal banking and lending responsibilities. This role focuses on delivering comprehensive financial services and proactive member engagement.

The position offers a base salary with incentives and opportunities for advancement within the Member Advisor career path, with a schedule averaging 36–40 hours per week in Meridian, Idaho.

Qualifications

• High School diploma or equivalent; higher degree preferred.
• Experience in banking, customer service, or sales.
• Knowledge of financial products and lending regulations.
• Excellent interpersonal and communication skills.
• Ability to multitask in a fast-paced environment.
• Detail-oriented with strong organizational skills.

Responsibilities

• Provide member service by greeting members, handling inquiries, processing transactions, and offering solutions.
• Assist with teller tasks, cash handling, and accurate record-keeping while maintaining security.
• Identify cross‑sell and referral opportunities for loans, cards, and savings products.
• Open and maintain accounts, update personal information, and set up online banking access.
• Guide members through loan applications, explain terms, and ensure compliance with lending rules.
• Resolve member issues calmly by coordinating with other departments when needed.

Skills

Customer service

Communication

Multitasking

Teamwork

Education

High School diploma or equivalent

Associate or Bachelor’s degree preferred

Tools

MS Office

Job description

Westmark Credit Union is seeking a Member Advisor to combine teller duties with personal banking and lending responsibilities. This role focuses on delivering comprehensive financial services and proactive member engagement.

The position offers a base salary with incentives and opportunities for advancement within the Member Advisor career path, with a schedule averaging 36–40 hours per week in Meridian, Idaho.