Member Banking Advisor

My Community Credit Union

Town of Texas (WI)

On-site

USD 32,000 - 48,000

Full time

14 days+

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Job summary

My Community Credit Union is seeking a Financial Services Representative I to help members open, service, and close accounts while guiding loan interviews and documentation collection. You will translate complex banking details into clear, friendly conversations and tailor solutions to each member’s goals.

Ideal candidates bring 6 months to 2 years in sales, lending, or personal banking, plus a high school diploma or GED.

Qualifications

Six months to two years of sales, lending, or personal banking experience preferred.
High school diploma, GED, or equivalent.
Confidence in sharing products and digital services to genuinely improve the member's life.
Exceptional listening skills ensuring conversations feel personalized and members feel valued.
Naturally warm, friendly, and welcoming presence; members feel comfortable approaching you with questions.
Strong attention to detail ensuring applications are complete and documents accurate the first time.

Responsibilities

Assist members with opening, servicing, and closing accounts; conduct loan interviews and gather documentation.
Complete loan closings for approved applications.
Turn complex banking details into clear, friendly conversations and tailor solutions to member goals.
Engage in cross-sell recommendations and referrals to support branch goals and member satisfaction.