Part-Time Member Advisor: Financial Guidance & Service

Affinity Plus; Lake Elmo (MN); On-site; USD 2,349,000 - 2,969,000; Part time

Benefits offered by this job

Health insurance

Dental & Vision insurance

401K matching

Paid time off

Job summary

Affinity Plus Federal Credit Union is seeking a part-time Member Advisor at our Lake Elmo, MN branch. You will handle member transactions, provide financial guidance, and support fraud prevention while maintaining confidentiality and high accuracy.

The position offers 20-25 hours per week with a starting pay range of $17.05 - $21.55 per hour. Affinity Plus provides a robust benefits package, including health, dental, vision, 401K matching, and paid leave.

Qualifications

• 2+ years of customer service or professional experience working directly with people; cash handling experience preferred.
• 1+ year of financial services experience preferred.
• Basic understanding of credit union products, services, and policies.

Responsibilities

• Accurately and efficiently process member transactions, including deposits, withdrawals, payments, and cashier’s checks.
• Provide exceptional member service by responding to questions, resolving issues, and escalating concerns when appropriate.
• Gather, input, and validate wire transfer information.
• Generate and issue personal and business debit and credit cards.
• Troubleshoot and resolve debit/credit card issues, online/mobile banking concerns, and general account questions.
• Balance and maintain a zero variance personal cash drawer and verify checks received.
• Assist in balancing, maintaining, and troubleshooting TCRs, coin machines, and vault related functions.
• Act as a trusted advisor by understanding member goals, providing financial guidance, and recommending products, services, and financial solutions that supports overall financial well-being.
• Educate members on self service tools such as Remote Deposit Capture, ATMs, Online Banking, and Mobile Banking.
• Support members with maintenance needs, including address changes, name changes, account ownership updates, beneficiary additions/removals, sub account openings, and certificates of deposit.
• Actively listen to members to identify unusual activity, assess fraud risk, and maintain awareness of industry fraud trends.
• Educate members on fraud prevention, minimizing risk, and emerging fraud trends.
• Complete and file CTRs, SARs, and elder abuse reports as required.
• Complete required compliance and operational training by assigned deadlines.
• Assist with fraud detection, compliance issues, and escalations, partnering with other departments as needed.
• Maintain branch logs and assist with regular audits in accordance with policy.
• Provide referrals to internal business partners, including Investments, Retirement Services, Real Estate, Business Services, and others when appropriate.
• Collaborate with branch leadership and peers to contribute to department goals.
• Other duties as assigned.

Skills

Customer service

Cash handling

Financial services

Job description

Affinity Plus Federal Credit Union is seeking a part-time Member Advisor at our Lake Elmo, MN branch. You will handle member transactions, provide financial guidance, and support fraud prevention while maintaining confidentiality and high accuracy.

The position offers 20-25 hours per week with a starting pay range of $17.05 - $21.55 per hour. Affinity Plus provides a robust benefits package, including health, dental, vision, 401K matching, and paid leave.