Member Experience Advisor

Ultipro

Topeka (IN)

On-site

USD 42,000 - 54,000

Full time

3 days ago
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Job summary

Interra Credit Union is seeking a Member Advisor I to build trust with members by cultivating and maintaining lasting relationships while guiding them to spend, save, borrow and protect products. You will support processing transactions, open and close accounts, review documents, and help resolve issues.

The role requires integrity and a strong service mindset, with training provided. The position emphasizes teamwork, effective communication, and adherence to policies, with opportunities to

Qualifications

  • 1+ year customer service experience in banking, retail, or related field.
  • Strong communication and interpersonal skills.
  • Willingness to learn banking products and policies.

Responsibilities

  • Create a positive member experience by cultivating relationships in person, over the phone, or other channels.
  • Open, close, and maintain member accounts, ensuring accuracy.
  • Review account documents for completeness and submit timely filings.
  • Balance and follow regulatory requirements and internal controls.

Skills

Customer service
Banking knowledge
Communication skills
Credit analysis
Problem solving
Teamwork
Attention to detail
Notary knowledge

Education

High school diploma or equivalent

Job description

Interra Credit Union is seeking a Member Advisor I to build trust with members by cultivating and maintaining lasting relationships while guiding them to spend, save, borrow and protect products. You will support processing transactions, open and close accounts, review documents, and help resolve issues.

The role requires integrity and a strong service mindset, with training provided. The position emphasizes teamwork, effective communication, and adherence to policies, with opportunities to

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