Member Advisor I, II or III

Iq-Credit-Union; Washougal (WA); On-site; USD 31,000 - 41,000; Full time

Benefits offered by this job

Healthcare benefits

Paid time off

Tuition reimbursement

Wellbeing hours

Job summary

iQ Credit Union seeks a Member Advisor I to deliver exceptional in-branch service, handle transactions, open new accounts, and build lending relationships. The role emphasizes educating members on products and services to improve financial wellbeing and member experiences.

Responsibilities include processing deposits and loans, cross-selling products, and maintaining compliance with cash handling policies. The position is based at the Washougal, WA branch with full-time hours and a starting

Qualifications

• One to three years of similar or related experience.
• High school diploma or GED.
• Strong regulatory knowledge applicable to financial services (BSA, Patriot Act).

Responsibilities

• Process deposits, withdrawals, loan payments, and transfers at the counter, by phone, or by mail.
• Open new accounts and establish lending relationships with members.
• Cross-sell Credit Union products and services to members.
• Provide exceptional service and resolve member inquiries or issues promptly.
• Maintain knowledge of Credit Union products and eligibility for membership.
• Assist with branch audits and daily cash handling procedures.

Education

High school diploma or GED

1–3 years of related experience

Job description

Be part of something uniQueiQ Credit Union is a great place to work and grow and we're looking for people like you to join our exceptional team. At iQ, you’ll find a healthy work-life balance, great benefits, an unwavering commitment to our members and the communities we serve, and a positive environment that empowers you to grow personally and professionally. We love where we work and we know you will, too!The Member Advisor I provides exceptional service with in-branch member transactions, account relationships, and lending. Acts as a resource to members, educating them on products and services to improve their financial wellbeing. Responsible for processing transactions, opening new accounts, establishing lending relationships and identifying ways to optimize members’ credit union experience.Essential Duties:Actively work towards established product and services goals and maintaining production and quality standards consistent with the Member Advisor I role.Maintain an excellent knowledge of the features and benefits of Credit Union services and products, as well as eligibility for Credit Union membership.Process deposits, withdrawals, loan payments, and transfers via counter, mail, and phone, while assisting members with inquiries or issues to resolve account errors, ensuring accuracy in research and compliance with cash handling policies and procedures.Open new accounts, build relationships with members using established member onboarding standards, and effectively cross-sell Credit Union products and services.Accept and accurately process account and loan requests in accordance with established Credit Union guidelines. Demonstrate timeliness and accuracy in loan and account documentation.Conduct daily quality assurance and sales calls to engage with members and promote the use of Credit Union services.Use skillful interview techniques to uncover member needs and wants and successfully close sales.Build and maintain Book of Business (BOB) through regular member contact. Use established relationships to determine services or special promotions specifically benefitting members included in BOB.Model strong time management skills through active prioritization of inbound and outbound calls, including follow ups with members that align with our member onboarding process.Promote an environment of respect, teamwork, and collaboration; act in a way consistent with Credit Union Operating Principles and the Retail Service Level Agreement.Maintain Vault balancing and cash operations knowledge.May assist with member communications across multiple digital channels.Assist members with account questions or issues, including research and correction of errors, while promptly and efficiently handling direct, phone, or written inquiries from members or staff.Support member outreach efforts by actively participating in outbound calls to members.Perform Xpress, Tickler, Branch and Notary audits.Actively participate in branch activities and sales meetings to achieve service and sales goals.Adapt to evolving member needs and effectively navigate change, demonstrating a strong commitment to organizational goals. Proactively support business initiatives by embracing new processes, technologies, and service strategies to enhance team performance and member experience.May handle safe deposit box duties, if applicable to branch location. Provide prompt and efficient handling of direct, phone, or written inquiries or requests from members or other staff. Prepare all necessary safe deposit box documentation, including payment notices, according to the policies and procedures of the Credit Union. Reconcile Safe Deposit Box general ledger accounts.Adhere to standard security procedures, including safe deposit security. Attend all mandatory robbery and security training. Validate robbery and bomb threat packets are up-to-date and available at work station.Demonstrate strong regulatory knowledge applicable to this position and understand and comply with government regulations with particular emphasis on the Bank Secrecy Act (BSA), US Patriot Act and related regulations.Actively participate and fulfill expectations in the Credit Union Email Security Awareness Program as outlined in the Information Security Program Acknowledgement document.Knowledge and Skills:Experience: One year to three years of similar or related experience.Education: A high school education or GEDAdditional Details:Branch Hours: Monday through Friday 9:30am to 5:30pm. Saturdays 9:30am to 2:00pm. Closed Sundays.Location: Washougal Branch - 640 E Street. Washougal, WA 98671Position Type: Full-time, 40 hours per weekCompensation: At iQ Credit Union, we are committed to transparency in our compensation program. The hourly range for this position is $22.30 - $30.11, with a target rate of $24.00 per hour. The target rate reflects our typical starting pay for candidates who demonstrate the knowledge, skills, and abilities necessary to successfully meet the requirements of the role.Salary:Member Advisor I: $22.30 - $30.11 with a target rate of $24 per hourMember Advisor II: $24.23 - $32.71 with a target rate of $26 per hourMember Advisor III: $26.33 - $35.55 with a target rate of $28.25 per hourWe Value DiversityAt iQ, we believe that diverse experiences and skills make our team stronger. If you’re passionate and driven to excel in this role, we encourage you to apply, even if you don’t fully meet every qualification listed. Your unique experiences, knowledge, skills, and abilities may be exactly what we need.iQ Credit Union is committed to providing an inclusive and accessible work environment for all individuals. Our recruiting process typically involves submitting an application, uploading a resume, completing a phone interview, interviewing on-site or virtually with a hiring manager or attending a group interview, and possibly completing a work sample.If you require reasonable accommodation at any stage of the recruitment process, including application submission, interviewing, or participation in the employee selection process, please direct your inquiries to [e-mail], which will email a member of iQ's Human Resources team. We will make every effort to accommodate your needs.Total Compensation PackageThere’s a reason we’ve ranked as one of top workplaces in the Pacific Northwest for the past nine years. We listen to our employees and continue to provide benefits that make a difference.Healthcare Coverage:Enjoy comprehensive healthcare benefits with uniQue offerings like orthodontia for all ages, discounts on hearing aids, and savings reimbursement for laser vision correction. Employee-only medical coverage starts at $25 per month, with contributions increasing based on the coverage tier selected and the number of dependents enrolled.Retirement Savings:iQ matches up to 6% of your 401(k) contributions.Paid Time Off:11 paid holidays plus vacation and sick time accruals.Paid Community & Event Volunteer opportunities.Paid Wellbeing hours to help you recharge and thrive.Investing in You:Student loan repayment match up to $100 per month.Tuition reimbursement to support your educational advancement.An annual match to amplify your nonprofit giving.For a full list of our uniQue benefits, see our benefits guide: iQ Credit Union Benefits GuideEqual Opportunity Employer:iQ Credit Union is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability.