Member Relationship Advisor

Interra Credit Union; Goshen (IN); On-site; USD 34,000 - 42,000; Full time

Job summary

Interra Credit Union is seeking a Member Advisor I in Goshen, IN to build trust with members and cultivate lasting relationships while processing transactions and promoting Interra products and services. The role emphasizes member experience, accuracy, and adherence to regulatory requirements.

The position requires at least 1 year of customer service in banking or retail, a high school diploma, and a valid driver’s license with notary eligibility.

Qualifications

• 1+ year customer service experience in banking, retail, or related field.
• A high school diploma or equivalent. Must have and maintain a valid driver's license and the ability to become a notary public.

Responsibilities

• Builds trust with members by cultivating, maintaining, and enhancing long-lasting relationships.
• Assists with processing transactions and supports branch operations as needed.
• Maintains knowledge of Interra Credit Union products and services to accurately refer solutions.
• Engages with sales teams and supports various departments to drive member account and loan opportunities.
• Complies with all policies, procedures, laws and regulations governing banking activities.

Education

High school diploma or equivalent; Notary Public eligibility

Notary Public eligibility

Job description

Interra Credit Union is seeking a Member Advisor I in Goshen, IN to build trust with members and cultivate lasting relationships while processing transactions and promoting Interra products and services. The role emphasizes member experience, accuracy, and adherence to regulatory requirements.

The position requires at least 1 year of customer service in banking or retail, a high school diploma, and a valid driver’s license with notary eligibility.