Member Advisor: Banking Service & Guidance

Affinity Plus Federal Credit Union

Cambridge (MN)

On-site

USD 23,000 - 29,000

Full time

8 days ago
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Benefits offered by this job

Total Rewards
401K matching
Paid leave options
Wellness benefit

Job summary

Affinity Plus Federal Credit Union in Cambridge, MN, seeks a Member Advisor to deliver exceptional member service by handling a wide range of transactions and inquiries, applying knowledge of credit union products, policies, and procedures to support members' financial well-being.

You will process deposits/withdrawals, issue debit/credit cards, educate members on digital tools, and collaborate with team to maintain accuracy and compliance in a fast-paced environment.

Qualifications

  • 2+ years of customer service experience.
  • 1+ year of financial services experience preferred.
  • Basic understanding of credit union products and policies.

Responsibilities

  • Process member transactions: deposits, withdrawals, payments, cashier’s checks.
  • Provide exceptional service and resolve issues; escalate when needed.
  • Gather, input, and validate wire transfer information.
  • Generate and issue debit and credit cards.
  • Troubleshoot card and online banking concerns; assist with account questions.
  • Balance cash drawer and assist with vault-related functions.

Skills

Customer service
Cash handling
Financial services
Communication
Problem solving
Teamwork
Confidentiality

Tools

Multiple systems navigation

Job description

Affinity Plus Federal Credit Union in Cambridge, MN, seeks a Member Advisor to deliver exceptional member service by handling a wide range of transactions and inquiries, applying knowledge of credit union products, policies, and procedures to support members' financial well-being.

You will process deposits/withdrawals, issue debit/credit cards, educate members on digital tools, and collaborate with team to maintain accuracy and compliance in a fast-paced environment.

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