Member Advocate & Financial Wellness Advisor

Mainstreet Credit Union; Lenexa (KS); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Day-time hours

PTO 3 weeks in first year

Health, dental, vision insurance

401k with company match

Life insurance

Long-term disability

Special product perks for employee

Job summary

Mainstreet Credit Union in Lenexa, KS is seeking a Member Advocate to connect with new and existing members, educate, assemble documentation, and evaluate loan needs while mitigating risk and preventing fraud.

The role focuses on building relationships, consulting on financial services, and ensuring accurate processing of deposits, loans, and account services. A high school diploma (or GED) and lending training are required, with growth within a not-for-profit community-focused credit union.

Qualifications

• Minimum one year of cash handling and/or financial institution, sales and/or advising, and customer service experience.
• One to three years’ consumer lending experience (processing, underwriting or closing) in a financial institution.
• Completion of Mainstreet Credit Union’s lending training program(s).
• Must meet criteria for registration in the Nationwide Mortgage Licensing System & Registry (NMLS).
• FiCEP Certification within 12 months of hire.
• Strong attention to detail, relationship building and negotiating/problem solving skills.
• Exhibit enthusiasm and professionalism with ownership and accountability.

Responsibilities

• Build and nurture positive relationships with members through proactive communication methods, including outbound calls, emails, onboarding, and follow-up interactions
• Consult with current and prospective members to identify current and future financial service needs.
• Assess and identify current and prospective members’ needs to pair them with relevant products and services, including alternative recommendations.
• Ensure proper procedural compliance, accuracy, and authenticity of information and documents.
• Assist members with account openings including checking, shares, CDs, money markets, IRAs, Trust accounts, etc.
• Interview members, gather and review documentation for loan applications, and support underwriting decisions.
• Ensure MAPS and branch goals are actively pursued and met or exceeded.
• Support development of peers through mentoring and job-shadowing.
• Process and audit transactions, balance cash drawer, and adhere to cash-handling procedures.
• Maintain knowledge of credit union products and services and perform accurate referrals.
• Understand state and federal laws related to credit union compliance, including BSA, AML, and elder financial abuse laws.
• Open to working daytime hours, including branch coverage and potential cross-location support.

Skills

Attention to detail

Relationship building

Negotiation

Problem solving

Customer service

Multitasking

Education

Bachelor's degree in finance, accounting, economics, or business administration

High school diploma or GED

Job description

Mainstreet Credit Union in Lenexa, KS is seeking a Member Advocate to connect with new and existing members, educate, assemble documentation, and evaluate loan needs while mitigating risk and preventing fraud.

The role focuses on building relationships, consulting on financial services, and ensuring accurate processing of deposits, loans, and account services. A high school diploma (or GED) and lending training are required, with growth within a not-for-profit community-focused credit union.