Member Advisor: Build Relationships & Financial Wellness

SouthPoint Financial Credit Union; Springfield (MN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Dental Insurance

Life and AD&D Insurance

Health Savings Account / Flexible Sp.

401k and 401k Matching

Paid Time Off

13 Paid Holidays

Long-Term Disability Insurance

Student Loan Debt Assistance

Pet Insurance

Logo Wear Benefit

Employee Assistance Program (EAP)

Job summary

SouthPoint Financial Credit Union is seeking a Member Advisor to provide exceptional in-branch service and support members’ financial well-being. You will uncover and offer products to meet immediate and future needs, building meaningful relationships through referrals and outreach.

The role emphasizes friendly, professional, and personal service, handling daily transactions, loans, new accounts, and related services while upholding the credit union’s vision and values.

Qualifications

• Excellent communication and customer service skills.
• Ability to build open and honest relationships with members.
• Strong time management and critical thinking abilities.

Responsibilities

• Greet and assist members and non-members in-branch and at drive-thru.
• Advise on Credit Union products and services to meet member needs.
• Initiate and nurture outbound calls to strengthen relationships and cross-sell opportunities.

Skills

Customer service

Relationship building

Sales orientation

Communication

Time management

Problem solving

Team involvement

Education

High school diploma or GED

Associate’s degree or equivalent preferred

Job description

SouthPoint Financial Credit Union is seeking a Member Advisor to provide exceptional in-branch service and support members’ financial well-being. You will uncover and offer products to meet immediate and future needs, building meaningful relationships through referrals and outreach.

The role emphasizes friendly, professional, and personal service, handling daily transactions, loans, new accounts, and related services while upholding the credit union’s vision and values.