Member Advisor I - Personal Banking & Community Impact

Red Canoe Credit Union; Sumner (WA); On-site; USD 30,000 - 44,000; Full time

Benefits offered by this job

Performance incentives

Employee Assistance Program

Life Insurance

401K with employer match

Wellness Program

Flexible Spending Account

PTO leave

Paid Jury Duty Leave

Tuition Reimbursement for full-time

Job summary

Red Canoe Credit Union in Auburn, WA seeks a Member Advisor to deliver outstanding member service, handle routine banking, open and maintain accounts, and promote credit union products. You will work in a fast-paced, friendly environment and balance accuracy with compliance.

This full-time, on-site role offers hourly pay ranging from $24.23 to $26.12, with a broader $21.54–$32.31 range and performance-based incentives based on role. Requires high school diploma and credit union experience.

Qualifications

• Must be bondable.
• Professional appearance and demeanor.
• Must possess people skills; be friendly and outgoing with members and employees.
• Strong communication and interpersonal skills.
• Strong attention to detail and high level of accuracy.
• Consistently meets or exceeds sales goals
• Ability to work a flexible schedule, including Saturdays.
• Ability to work in a fast-paced environment and handle confidential information appropriately.

Responsibilities

• Deliver professional, accurate, and caring service to members in person, via drive-thru, and over the phone.
• Create a positive member experience by responding to members’ needs with professionalism and care.
• Address member inquiries regarding accounts, services, and policies in a timely and professional manner.
• Troubleshoot account issues, research problems, and elevate complex matters to appropriate departments.
• Accurately and efficiently process routine transactions including deposits, withdrawals, payments, and transfers.
• Open and maintain checking, savings, certificates, and other deposit accounts, including fiduciary accounts, while providing expert assistance and support.
• Assist members with account changes, safe deposit boxes, fraud reports, and product support.
• Educate members on electronic services such as online banking, mobile apps, bill pay, and e-statements.
• Adhere to authority-level check acceptance limits, securing approvals as required.
• Trained to handle vault transactions including balancing.
• Maintain accurate cash drawer balances, keeping discrepancies within acceptable limits.
• Manage assigned funds and ensure cash levels stay within drawer and vault limits.
• Verify and balance all incoming checks for accuracy.
• Perform end-of-day closing procedures to ensure branch totals are balanced.
• Identify member needs and recommend appropriate credit union products and services, including loans, credit cards, and insurance.
• Document member interactions and referrals using designated software.
• Make quality referrals and support members through inbound and outbound calls.
• Help achieve credit union goals by meeting or exceeding individual goals.
• Proactively refer members to specialized departments (e.g., lending, mortgage, investments) as needed.
• Maintain knowledge of current promotions and product offerings.
• Policy & Compliance: Adhere to credit union policies and procedures to mitigate risk.

Education

High school diploma or equivalent

Credit Union teller experience, required

1 year + New Accounts or credit union experience preferred

Basic computer and keyboard skills; Working knowledge of Microsoft Office

Knowledge of credit union products, services and regulatory compliance preferred

Job description

Red Canoe Credit Union in Auburn, WA seeks a Member Advisor to deliver outstanding member service, handle routine banking, open and maintain accounts, and promote credit union products. You will work in a fast-paced, friendly environment and balance accuracy with compliance.

This full-time, on-site role offers hourly pay ranging from $24.23 to $26.12, with a broader $21.54–$32.31 range and performance-based incentives based on role. Requires high school diploma and credit union experience.