Member Advisor I – Banking & Relationship Specialist

Interra Credit Union in; Goshen (IN); On-site; USD 32,000 - 42,000; Full time

Job summary

Interra Credit Union is seeking a Member Advisor I to build trust with members by cultivating and maintaining strong relationships and by identifying solutions across spend, save, borrow, and protect products. You will support account transactions and ensure accurate documentation, delivering a positive member experience.

Applicants should have 1+ year of customer service in banking, retail, or related fields, a high school diploma, a valid driver's license, and the ability to become a notary

Qualifications

• 1+ year customer service experience in banking, retail, or related field.
• High school diploma or equivalent; valid driver's license; ability to become a notary public.

Responsibilities

• Builds trust with members by cultivating and maintaining relationships.
• Supports processing transactions and maintains account accuracy.
• Analyzes member needs to guide spend, save, borrow, and protect solutions.
• Opens, closes, and maintains member files and reviews documents for completeness.
• Ensures compliance with banking regulations and company policies.

Skills

Customer service

Relationship building

Communication skills

Teamwork

Education

High school diploma or equivalent

Driver's license

Notary public eligibility

Job description

Interra Credit Union is seeking a Member Advisor I to build trust with members by cultivating and maintaining strong relationships and by identifying solutions across spend, save, borrow, and protect products. You will support account transactions and ensure accurate documentation, delivering a positive member experience.

Applicants should have 1+ year of customer service in banking, retail, or related fields, a high school diploma, a valid driver's license, and the ability to become a notary