Member Advisor: Banking Specialist & Relationship Builder

Kinetic Credit Union; Columbus (GA); On-site; USD 21,000 - 29,000; Full time

Job summary

Kinetic Credit Union in Columbus, GA is seeking a Member Advisor to engage members in-branch and educate them about our products and services. You will act as a trusted advisor, delivering exceptional service and identifying cross-sell opportunities to deepen member relationships.

Responsibilities include handling all teller transactions, opening new accounts, providing financial counseling, and supporting loan closings while ensuring compliance and privacy.

Qualifications

• Two years of college or an associate’s degree preferred.
• Two years of customer service experience in a financial institution or two years retail customer service experience in a sales environment.
• Knowledge of credit union or retail banking methods and terminology.

Responsibilities

• Educates members and cross-sells products to deepen relationships.
• Handles teller transactions and accounts maintenance as needed.
• Opens new accounts and processes loans with proper documentation.
• Maintains privacy and security of member information.

Skills

Customer service

Sales skills

Communication skills

Financial counseling

Education

Two years of college or an associate’s degree preferred

Tools

Microsoft Word

Excel

Credit union systems

Job description

Kinetic Credit Union in Columbus, GA is seeking a Member Advisor to engage members in-branch and educate them about our products and services. You will act as a trusted advisor, delivering exceptional service and identifying cross-sell opportunities to deepen member relationships.

Responsibilities include handling all teller transactions, opening new accounts, providing financial counseling, and supporting loan closings while ensuring compliance and privacy.