Member Advisor: Financial Guidance & Service Excellence

Affinity Plus Federal Credit Union

Grand Rapids (MN)

On-site

USD 25,000 - 29,000

Full time

4 days ago
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Benefits offered by this job

Total Rewards
401K matching
Health insurance
Paid leave
Career growth

Job summary

Affinity Plus Federal Credit Union in Grand Rapids, MN is seeking a Member Advisor who will deliver an exceptional member experience by handling a wide range of transactions and inquiries, while applying knowledge of credit union products and policies to guide members toward suitable financial solutions.

You will maintain operational integrity, assist with fraud prevention and compliance, and build trusted relationships through proactive service and professional communication.

Qualifications

  • 2+ years of customer service or professional experience.
  • 1+ year of financial services experience preferred.
  • Basic understanding of credit union products, services, and policies.
  • Strong communication and problem solving skills.
  • Ability to maintain confidentiality and handle sensitive information.

Responsibilities

  • Process member transactions including deposits, withdrawals, payments, and checks.
  • Answer questions, resolve issues, and escalate when needed.
  • Educate members on self-service tools and online banking.
  • Support fraud prevention, compliance, and branch operations.
  • Collaborate with internal partners to meet member needs.

Skills

Customer service
Financial services
Cash handling
Communication
Teamwork

Job description

Affinity Plus Federal Credit Union in Grand Rapids, MN is seeking a Member Advisor who will deliver an exceptional member experience by handling a wide range of transactions and inquiries, while applying knowledge of credit union products and policies to guide members toward suitable financial solutions.

You will maintain operational integrity, assist with fraud prevention and compliance, and build trusted relationships through proactive service and professional communication.

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