Member Experience Advisor

Radiant Credit Union; Palatka (FL); On-site; USD 40,000 - 50,000; Full time

Job summary

Radiant Credit Union in Palatka, Florida, is seeking a motivated Member Experience Advisor (MEA) who is passionate about enhancing members' financial well-being. The MEA plays a crucial role in delivering exceptional service and building member relationships through effective communication and education on products and services.

This role requires engaging with members both in person and over the phone, resolving issues, and adhering to regulatory policies. Candidates must possess interpersonal skills, have at least a high school education, and ideally 1-3 years of relevant experience.

Qualifications

• 1-3 years of relevant experience.
• High school education or GED is required.
• Ability to influence and train others effectively.

Responsibilities

• Educate and support members through face-to-face and phone interactions.
• Resolve issues and develop member loyalty.
• Apply need-based sales techniques to develop financial solutions.
• Adhere to all regulatory requirements and organizational policies.

Skills

Interpersonal Skills

Sales Techniques

Customer Service

Problem Solving

Education

High school education or GED

Tools

Computers

Photocopiers

Calculators

Job description

A Member Experience Advisor (MEA) is highly motivated, outgoing, ambitious, and a team player passionate about helping members improve their financial well‑being. A MEA is a member‑facing employee who educates, coaches, and supports members while meeting all sales, services, and operational expectations. As the credit union's face, this vital role is responsible for consistently delivering high‑caliber service to members and employees.

A MEA will spend the day interacting with members face‑to‑face and over the phone through a blend of routine and complex transactions, delivering high impact member experiences and demonstrating the Credit Union's Purpose, and Values. A MEA has proactive member conversations to educate on products and services, new membership accounts, and consumer loans.

Essential Functions & Responsibilities:

• Proactively engage and educate current and prospective members. Resolve issues, develop and maintain member loyalty, and solicit member feedback to improve credit union performance.
• Interact, listen, and engage members to establish, expand, and retain consumer and business member relationships. Supports credit union initiatives and enhance the member's overall reputation.
• Develop member financial solutions, and apply need-based sales techniques, achieve performance goals.
• Partner with team and credit union leadership to identify and resolve the root‑cause of problems, form creative solutions, and expand credit union opportunities.
• Deliver strong sales performance while practicing ethical sales behaviors following Credit Union's core values of Integrity and Honesty; always act in the member's best interest when offering additional products and services.
• Strictly adhere to all regulatory requirements, maintain accuracy, and apply organizational policies and procedures in all activities.
• Performs other duties as assigned.

Knowledge and Skills:

• Experience:One year to three years of similar or related experience.
• Education:A high school education or GED.
• Interpersonal Skills:Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
• Other Skills:Working knowledge of established teller procedures and policies. Understanding of Credit Union operations. Communicates information and ideas in speaking so others will understand. General office equipment such as calculators, computers, photocopiers, and scanners.