Member Experience & Digital Banking Advisor

SouthPoint Financial Credit Union; New Ulm (MN); On-site; USD 23,000 - 36,000; Part time

Benefits offered by this job

401k and 401k Matching

ESST

Paid Holidays

Job summary

SouthPoint Financial Credit Union in New Ulm, MN is seeking a Part-time casual Member Advisor to deliver excellent service and guidance on digital and in‑branch banking. The role emphasizes helping members achieve financial well‑being while representing the credit union’s mission and values.

You will welcome members, build relationships, educate on online tools, and assist with accounts, loans, and digital services in a flexible schedule that supports the community and branch needs.

Qualifications

• High school diploma or GED required; Associates degree preferred.
• 2-3 years of customer service experience, with 1-2 years of lending preferred.
• Strong communication and interpersonal skills.
• Ability to advise on products and services and cross-sell.

Responsibilities

• Greeting and welcoming current and non-members into the branch, as well as our drive thru areas.
• Create long lasting relationships through building trust and understanding with our members.
• Advise on products and services to meet members’ needs that are offered by the Credit Union.
• Open new accounts, perform account inquiries and transactions, create instant issue debit cards, and assist members with loan inquiries, online banking, mobile banking, digital wallets, remote deposit capture, and other digital service and referral opportunities.
• Work with members on budgeting and financial goals to ensure financial success and seek opportunities to improve the member experience by demonstrating efficient and effective ways to complete banking needs through both branch and digital channels.
• Educate and guide members on digital tools and self‑service options, including enrollment, troubleshooting basic access issues, and promoting secure usage of online and mobile banking features.
• Resolve member issues, questions and complaints. Research, investigate, and document member problems or complaints and/or direct these matters through proper channels to ensure follow‑up to achieve member satisfaction.
• Abide by all Bank Secrecy Act responsibilities for this job role.
• Perform other duties as assigned.

Skills

Customer service

Communication

Relationship building

Digital banking

Sales/needs-based selling

Team player

Adaptability

Education

High school diploma or GED

Associates degree preferred

Tools

CRM systems

Online banking platforms

Job description

SouthPoint Financial Credit Union in New Ulm, MN is seeking a Part-time casual Member Advisor to deliver excellent service and guidance on digital and in‑branch banking. The role emphasizes helping members achieve financial well‑being while representing the credit union’s mission and values.

You will welcome members, build relationships, educate on online tools, and assist with accounts, loans, and digital services in a flexible schedule that supports the community and branch needs.