Member Financial Solutions Advisor

Centra Credit Union; Columbus (OH); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Comprehensive benefits package

Interpreter differential

Job summary

Centra Credit Union seeks a Relationship Advisor I at our Washington Street location in Columbus, IN. You will engage Members in conversations, advise on lending and financial products, and perform retail transactions to support branch operations.

This role includes a structured Learning Path from Advisor I to III, offering growth within Retail Operations. Centra highlights a comprehensive benefits package and opportunities for professional development.

Qualifications

• High School Diploma or GED is required.
• 1–3 years of similar or related experience.
• Ability to educate and counsel on financial solutions.

Responsibilities

• Engage Members during discussion and transactions, advising on products and lending.
• Provide problem-solving and tailored financial solutions for Members.
• Maintain subject matter expertise and Centra certification.
• Complete required Learning Path for continued development.

Skills

Member conversations

Lending knowledge

Financial products counseling

Customer service

Education

High School Diploma or GED

Equivalent combination education & experience

Job description

Centra Credit Union seeks a Relationship Advisor I at our Washington Street location in Columbus, IN. You will engage Members in conversations, advise on lending and financial products, and perform retail transactions to support branch operations.

This role includes a structured Learning Path from Advisor I to III, offering growth within Retail Operations. Centra highlights a comprehensive benefits package and opportunities for professional development.