Member Experience & Financial Guidance Advisor

Together Credit Union; St. Louis (MO); On-site; USD 36,000 - 46,000; Full time

Job summary

Together Credit Union is seeking a Personal Service Counselor to deliver a high-quality member experience through trusted advocacy, financial guidance, and relationship-building. This role focuses on delivering personalized service while guiding members through savings, lending, and product referrals.

Responsibilities include handling transactions, maintaining a balanced cash drawer, and collaborating across branches to meet objectives.

Qualifications

• High school diploma or equivalent.
• Minimum of 2 years of related professional experience.
• Federal registration with the Nationwide Mortgage Licensing System and Registry and Notary Public Certifications (may be obtained after hire).

Responsibilities

• Engages with members to build relationships, identify financial needs and opportunities, and refer appropriate products and services.
• Performs financial transactions and initiates and completes all phases of savings and lending in a compliant manner.
• Maintains responsibility for daily balance of cash drawer.
• Works collaboratively to achieve branch objectives.
• Proactively follows up on appointments and loan leads and promotes the Credit Union to grow the business.
• Resolves member inquiries and concerns.
• Maintains knowledge of products, services, procedures, and promotions and applies them in conversations.
• Protects assets and member privacy by complying with safety, security, and regulatory requirements.

Skills

Customer service

Interpersonal skills

Communication

Problem solving

Organization

Education

High school diploma

Job description

Together Credit Union is seeking a Personal Service Counselor to deliver a high-quality member experience through trusted advocacy, financial guidance, and relationship-building. This role focuses on delivering personalized service while guiding members through savings, lending, and product referrals.

Responsibilities include handling transactions, maintaining a balanced cash drawer, and collaborating across branches to meet objectives.