Member Financial Advisor & Lending Specialist

Greater-Iowa-Credit-Union; Ames (IA); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Paid Time Off

Paid Holidays

Group Medical, Dental, Vision

Flexible Spending Accounts

401k

Life Insurance/AD&D

Education Assistance

Student Loan Interest Reimbursement

EAP

Professional Development

Fee waivers on checking/savings

Safe deposit box

Job summary

Greater Iowa Credit Union is seeking a Member Advisor to deliver exceptional member experiences, promote financial products, and assist with teller transactions. The role emphasizes understanding member goals and offering suitable deposit and lending options while ensuring regulatory compliance.

Candidates should have strong communication skills, basic lending knowledge, and comfort working in a team environment.

Qualifications

• Experience in customer service in financial services or credit unions.
• Knowledge of deposit and lending products is preferred.
• Ability to explain financial options clearly and compliantly.

Responsibilities

• Grow member relationships by delivering excellent service and promoting credit union products.
• Assist members with teller transactions and digital banking tools.
• Evaluate loan applications for creditworthiness and complete the lending process in compliance with regulations.
• Collaborate with team members to meet branch goals and provide accurate information.

Skills

Customer service

Financial product knowledge

Regulatory compliance

Communication

Relationship building

Sales orientation

Education

High school diploma or GED

Job description

Greater Iowa Credit Union is seeking a Member Advisor to deliver exceptional member experiences, promote financial products, and assist with teller transactions. The role emphasizes understanding member goals and offering suitable deposit and lending options while ensuring regulatory compliance.

Candidates should have strong communication skills, basic lending knowledge, and comfort working in a team environment.