Member Experience Advisor II

GFA Federal Credit Union; United States; Remote; USD 10,000 - 60,000; Full time

Job summary

A local credit union is seeking a Member Experience Advisor II to enhance member trust and loyalty, process transactions, and promote products. Ideal candidates should have 2 years of banking experience, strong communication and organizational skills, and the ability to thrive in a team environment. The role offers competitive pay and a comprehensive benefits package.

Benefits

Medical, dental, and vision insurance

401K with match

Paid time off

Qualifications

• Minimum 2 years' banking experience or equivalent required.
• Public Notary preferred or must attain within six months.
• NMLS License preferred or must attain within six months.

Responsibilities

• Process financial transactions accurately.
• Support member account needs.
• Promote GFA products and educate members.

Skills

Banking experience

Microsoft Office Suite

Strong written and verbal communication skills

Strong organization skills

Ability to multi-task

Ability to adapt to varying pace

Education

High School Diploma or equivalent

Job description

If you are energized by helping others with their daily banking needs and have a solution-oriented mindset, this position could be for you.

At GFA Credit Union our Member Experience Advisor II are a vital connection to our members. If you love interacting with the public and are a driven, collaborative individual with a strong desire to grow, this role is an exciting pathway into the financial institution profession. If you are energized by helping others with their daily banking needs and you have a solution-oriented mindset then consider this exciting opportunity.

You will perform the important role of maintaining and deepening trust and loyalty with existing members, seek opportunities to understand each member’s unique financial needs and goals and look to help us grow by securing new members with a lasting experience that reflects GFA’s commitment to our core values and creating member success and long-term satisfaction throughout their life’s moments.

Pay Range: $23.00 - $29.00

Department: Retail

FLSA Status: Non-Exempt

Reports To: Branch Manager

Pay within the range posted will be commensurate with the individual’s experience and qualifications for this role.

This position will be assigned to certain locations throughout our Massachusetts and New Hampshire branches; in MA: Gardner, Rutland, Hubbardston, Leominster, Ashburnham, and/or Winchendon and in NH: Keene, Ringe and/or Peterborough.

Responsibilities:

• Process financial transactions accurately and support member account needs, including deposits, wires, and account maintenance.
• Enlighten members on our products and services, identifying referral and sales opportunities to support their financial goals.
• Maintain strong product knowledge and uphold daily operational standards, including vault and ATM balancing.
• Ensure compliance with policies, fraud prevention, and risk management practices.
• Deliver exceptional service across all communication channels and contribute to a positive, personalized member experience.
• Model and promote the behaviors of the Credit Union’s core values, actively works to enhance the member and employee experience throughout the Credit Union.
• Participate in the Credit Union’s Community/Civic Engagement Program which requires participation in community events throughout the year.
• Complete tasks in a timely and accurate manner. Demonstrates a commitment to learning by cross-training on other functions as required.
• Participate, complete, and attend mandatory training and/or online assignment for regulatory compliance.
• Open new accounts, including special accounts such as IRA, Trust, POA, Business, and Landlord/Tenant.
• Originate and close consumer loan and home equity applications; refer business loan requests as needed.
• Promote and educate members on GFA products and services to support financial wellness and identify referral opportunities.
• Apply sound judgment in complex transactions, fraud prevention, and policy adherence to protect members and the organization.

Knowledge and Skills:

• Minimum 2 years' banking experience or equivalent
• High School Diploma or equivalent required
• Microsoft Office Suite
• Ability to learn the core transactional systems efficiently
• Strong written and verbal communication skills
• Strong organization skills and the ability to multi-task
• Ability to work independently and in a team environment
• Agility to adapt to varying pace of member interaction
• Public Notary preferred or must be able to attain within the first six months of hire date
• NMLS License preferred or must be able to attain within the first six months of hire date

GFA offers competitive wages and an excellent benefits package which includes: medical, dental, vision, STD, LTD, Life, 401K with match and more. For more information visit our careers page .

GFA is an equal opportunity employer. Federal Law prohibits discrimination against employees or applicants with respect to race, religion, color, sex, national origin, age, genetic information or disability.