Member Advisor - Eastside Branch

Westmark; Idaho Falls (ID); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Paid time off

Health insurance

401k with company match

Tuition reimbursement

Employee assistance program

Job summary

Westmark Credit Union seeks a Member Advisor in Idaho Falls to deliver comprehensive financial services, blending teller duties with personal banking and lending support. You will greet members, identify needs, process transactions, and offer tailored financial solutions within a friendly team environment.

The role emphasizes proactive relationship-building, product knowledge, and adherence to security and regulatory standards to deliver the BLUE Experience and strengthen member loyalty.

Qualifications

• Experience in banking, customer service or sales.
• Strong communication and interpersonal skills.
• Ability to multitask and manage competing priorities.

Responsibilities

• Provide outstanding member service by greeting and advising members.
• Process transactions, open accounts and assist with lending needs.
• Promote and cross-sell credit union products and services.
• Educate members on online banking and financial products.
• Ensure compliance with policies and security procedures.

Skills

Customer service

Sales

Communication

Multi-tasking

Problem solving

Education

High School diploma or equivalent

Associate or bachelor’s degree preferred

Tools

MS Office

Banking software

Job description

About

Discover the Westmark Difference!!

Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance.

60 % of our employees have been part of the Westmark family for 5+ years.

71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.

85% of our managers were promoted from within the company.

Westmark has been in business since 1954 and has recently grown to over $1.6 billion in assets, 15 branches, and over 81,000 members!

Benefits

• Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.
• Excellent health insurance options for employees and family with shared premiums
• 401k with 75% company match and 2% profit sharing contribution
• Tuition Reimbursement and Scholarships
• Employee Assistance Program (Free counseling and legal services)

Position Summary

The Member Advisor is a multi-functional role that combines teller, personal banking, and lending responsibilities to deliver comprehensive financial services to our members. This position requires a proactive and friendly individual who can handle a variety of tasks, from processing transactions to offering financial advice and lending solutions. The Member Advisor plays a key role in enhancing member relationships and contributing to the overall success of the credit union.

Location

2520 Channing Way, Idaho Falls, ID 83404

Schedule

Average of 36-40 hours within a Monday through Saturday work week.

Monday – Friday 9:00 a.m. – 5:30 p.m.

Saturday 9:00 a.m. – 1:00 p.m.

To help support a work-life balance, team members who work a Saturday shift may be scheduled for a full or half weekday off, based on business needs

Travel Requirements

Ability and willingness to travel up to 35 miles to provide coverage and collaborate with regional branches.

Member Service

• Proactively interact with members to build relationships of trust.
• Provide excellent member service by greeting members warmly, identifying their needs, and offering appropriate solutions.
• Assist members with account inquiries, transaction processing, and problem resolution in a timely and professional manner.
• Educate members about credit union products and services, helping them make informed financial decisions.

Teller Functions

• Accurately process member transactions, including deposits, withdrawals, transfers, and payments.
• Properly handle cash and negotiable instruments and maintain accurate records of transactions.
• Adhere to security and compliance protocols to ensure the safety and confidentiality of member information.

Sales and Referrals

• Build strong member relationships by identifying financial needs and uncovering solutions that support members’ long-term financial well-being.
• Advocate for members by recommending and cross-selling credit union products and services, including loans, credit cards, and savings solutions, that align with their financial goals.
• Refer members to specialized financial advisors for more complex financial needs to ensure comprehensive financial support.
• Participate in promotional campaigns, community outreach, and relationship-building opportunities to attract new members and strengthen community connections.
• Deliver the BLUE Experience by building rapport, learning member needs, uncovering meaningful solutions, and earning member trust through personalized service and financial advocacy.

Account Opening and Maintenance

• Open new accounts, including checking, savings, IRA, and Term Certificate accounts.
• Assist members with account maintenance tasks, including but not limited to updating personal information, setting up online banking, and processing other account service requests.

Lending Responsibility

• Guide members through all stages of the consumer lending process, from application through funding and ongoing loan servicing. Assist members with all consumer lending needs by explaining loan terms, conditions, and requirements, and collaborate with the Consumer Lending Department on loan products requiring specialized underwriting.
• General understanding and ability to explain and sell loan insurance products.
• Maintain thorough knowledge of lending regulations and compliance requirements.

Problem Resolution

• Handle member complaints and issues with patience and professionalism, working to resolve them effectively.
• Collaborate with cross-functional teams to resolve member questions and discrepancies and to provide effective problem resolution.
• Escalate complex issues to the appropriate department or supervisor as needed.

Compliance and Risk Management

• Ensure all transactions, member interactions, and lending activities comply with Westmark policies, procedures, and regulatory requirements.
• Stay informed about changes in banking regulations and industry standards.

Requirements

Qualifications

• High School diploma or equivalent, associate or bachelor’s degree preferred.
• Previous experience in banking, customer service, or sales.
• General knowledge of financial products, services, and lending regulations.
• Excellent interpersonal and communication skills.
• Ability to multitask and work efficiently in a fast-paced environment.
• Detail-oriented with strong organizational skills.
• Proficiency in computer applications including MS Office.
• Commitment to providing outstanding member service and maintaining member confidentiality.

Key Competencies

• Member focus
• Self-starter
• Sales Acumen
• Goal Oriented
• Critical Thinking
• Conflict Resolution
• Leadership
• Continuous Learning
• Attention to Detail
• Problem Solving
• Adaptability
• Team Collaboration
• Integrity
• Accountability

Physical Requirements

• Ability to move around a branch to interact with members.
• Manual Dexterity and hand-eye coordination for tasks such as counting cash and operating office equipment.
• Ability to carry and lift office items, up to 25 pounds.
• Visual and auditory abilities to understand and communicate with the public.

Westmark Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.