Member Experience Advisor

Southland Credit Union; Los Alamitos (CA); On-site; USD 57,308,000 - 77,366,000; Full time

Job summary

Southland Credit Union in California is seeking a dedicated Member Experience Advisor to serve as a trusted financial partner, building relationships and guiding members toward the right financial solutions.

As a universal banker, you’ll help with everyday transactions, open new accounts, support lending conversations, promote digital tools, and ensure an exceptional member experience.

Join a team that values service excellence, collaboration, and community impact.

Qualifications

• 1–2 years customer service or financial institution experience preferred.
• Bachelor's degree in Business, Finance, Management, or related field preferred, or an equivalent combination of education and experience.
• Notary Public preferred or the ability to obtain.
• Experience in sales, service, or relationship-focused environments preferred.
• Experience handling member problem resolution and consultative conversations preferred.
• Experience meeting production, referral, or performance goals preferred.

Responsibilities

• Deliver exceptional service through consultative conversations that prioritize financial guidance, relationship building, and a member-first approach.
• Build meaningful relationships by identifying member needs and recommending products, services, and solutions that support their financial well‑being.
• Process member transactions accurately, efficiently, and with a high level of operational excellence.
• Open memberships and deposit accounts while providing a welcoming and seamless onboarding experience.
• Support consumer lending conversations and guide members confidently through the application process.
• Promote digital banking tools and self‑service solutions that enhance convenience and improve the member experience.
• Conduct outbound member outreach, schedule appointments, and follow up on relationship‑building opportunities.
• Meet established service, membership growth, referral, digital adoption, and production goals.
• Maintain compliance with operational procedures, security standards, audit requirements, and regulatory guidelines while supporting the overall success of the Financial Center.

Skills

Customer service

Relationship building

Communication

Sales experience

Multi-tasking

Education

Bachelor's degree

Notary Public

Job description

Role

About the Role

At Southland Credit Union, our Member Experience Advisors (MEAs) are at the heart of every Financial Center experience. More than a traditional teller or banker, you'll serve as a trusted financial partner—building meaningful relationships, providing personalized financial guidance, and helping members achieve their financial goals.

As a universal banker, you'll confidently assist members with everything from everyday transactions to opening new accounts, supporting lending conversations, and connecting them with products and digital solutions that fit their needs. Every interaction is an opportunity to strengthen relationships, improve financial wellness, and create an exceptional member experience.

If you're passionate about helping people, building relationships, and making a positive impact every day, we'd love to have you on our team.

Major Duties and Responsibilities

What You'll Be Doing

• Deliver exceptional service through consultative conversations that prioritize financial guidance, relationship building, and a member-first approach.

• Build meaningful relationships by identifying member needs and recommending products, services, and solutions that support their financial well‑being.

• Process member transactions accurately, efficiently, and with a high level of operational excellence.

• Open memberships and deposit accounts while providing a welcoming and seamless onboarding experience.

• Support consumer lending conversations and guide members confidently through the application process.

• Promote digital banking tools and self‑service solutions that enhance convenience and improve the member experience.

• Conduct outbound member outreach, schedule appointments, and follow up on relationship‑building opportunities.

• Support community engagement initiatives by welcoming and onboarding members generated through community events and partnerships.

• Meet established service, membership growth, referral, digital adoption, and production goals.

• Maintain compliance with operational procedures, security standards, audit requirements, and regulatory guidelines while supporting the overall success of the Financial Center.

Knowledge and Skills

What You'll Bring

Experience

• Minimum 1–2 years of customer service or financial institution experience preferred.

• Previous teller, new accounts, or lending experience preferred.

• Experience working in sales, service, or relationship‑focused environments preferred.

• Experience handling member problem resolution and consultative conversations preferred.

• Experience meeting production, referral, or performance goals preferred.

Education

• Bachelor's degree in Business, Finance, Management, or related field preferred, or an equivalent combination of education and experience.

• Notary Public preferred or the ability to obtain.

Knowledge, Skills & Abilities

• Excellent verbal and written communication skills.

• Strong interpersonal skills with a consultative, relationship‑building approach.

• Ability to work independently and collaboratively in a team‑oriented environment.

• Strong organizational skills with exceptional attention to detail and follow‑through.

• Ability to manage multiple priorities while maintaining a high level of accuracy in a fast‑paced environment.

• Proficiency with standard office technology and business systems.

• Strong operational accountability and commitment to service excellence.

• Adaptability and willingness to learn multiple functions within the Financial Center.

• Ability to balance production goals with delivering an outstanding member experience.

Why You'll Love This Opportunity

At Southland Credit Union, every conversation is an opportunity to make a meaningful difference in someone's financial journey. As a Member Experience Advisor, you'll build lasting relationships, help members find the right financial solutions, and play an important role in strengthening your community.

You’ll join a collaborative, high‑performing team that values accountability, continuous learning, and exceptional service. Whether you're expanding your banking knowledge, developing new skills, or growing your career, you'll have the support and opportunities to succeed while making a positive impact every day.

If you're looking for a career where you can combine relationship building, financial guidance, and outstanding service in a purpose‑driven organization, we'd love to hear from you.

Equal Opportunity & Pay Transparency

Southland Credit Union is an Equal Opportunity Employer. In accordance with California law, the pay range for this position is included in the job posting. Actual compensation will be based on qualifications, experience, skills, and business needs.

Salary Minimum

USD $20.00/Hr.

Salary Maximum

USD $27.00/Hr.