Member Experience Specialist

Consolidated Community Credit Union; Hood River (OR); On-site; USD 42,000 - 65,000; Full time

Job summary

Consolidated Community Credit Union is seeking a Member Advisor to deliver exceptional service in our retail branch. You will handle account servicing, advisory conversations, and teller duties to help members meet financial goals.

Responsibilities include maintaining consumer, business, fiduciary, and IRA accounts, processing transactions, and assisting with digital banking and card services while upholding compliance and accuracy. Strong communication and teamwork are essential.

Qualifications

• High school diploma or equivalent with attention to accuracy and compliance.
• 3+ years in a customer-facing role, ideally in a financial institution.
• 2+ years opening/maintaining deposit accounts and supporting consumer lending.
• Experience handling complex applications or data entry with discretion.

Responsibilities

• Maintain and service consumer, business, fiduciary, and IRA accounts with accuracy and compliance.
• Guide members through account options by identifying needs and providing recommendations.
• Develop member relationships through needs-based conversations and referrals.
• Resolve member issues related to accounts, digital banking, card services, and inquiries.
• Process member transactions including deposits, withdrawals, payments, transfers, and other financial transactions.
• Balance cash drawer daily and perform vault/TCR operations.
• Handle ATM balancing and dual-control cash management.
• Complete operational functions such as wires, account maintenance, and document processing.
• Maintain records in compliance with regulatory requirements.

Skills

Customer service

Sales

Account servicing

Communication

Privacy & security

Microsoft Office

Core banking systems

Education

High school diploma or equivalent

3+ years customer-facing experience in financial services

2+ years deposit accounts opening/maintenance

Notary Public commission

Tools

Symitar

CRM software

Microsoft Office

Lending platforms

Job description

Consolidated Community Credit Union is seeking a Member Advisor to deliver exceptional service in our retail branch. You will handle account servicing, advisory conversations, and teller duties to help members meet financial goals.

Responsibilities include maintaining consumer, business, fiduciary, and IRA accounts, processing transactions, and assisting with digital banking and card services while upholding compliance and accuracy. Strong communication and teamwork are essential.