Senior Member Advisor

PenAir Credit Union; Mobile (AL); On-site; USD 48,000 - 52,000; Full time

Benefits offered by this job

Education assistance up to $15K

Student loan payoff

Adoption assistance

Wellness programs

Gym membership reimbursement

Financial wellness resources

Tech purchase assistance

Job summary

PenAir Credit Union in Mobile, AL, is seeking a customer-focused teller and advanced member service specialist. You will handle deposits, withdrawals, transfers, and check cashing while identifying member needs to offer appropriate financial solutions.

The role emphasizes guidance on digital tools such as mobile banking, online banking, and remote deposit capture, supporting a high standard of member experience.

Qualifications

• Three to five years of financial institution experience in member service or cash operations.
• High school diploma or equivalent; active Mortgage Loan Originator (MLO) registration on the NMLS site.

Responsibilities

• Processes a wide variety of financial transactions including deposits, withdrawals, transfers and check cashing.
• Uncovers members' needs and offers suitable solutions to improve financial well-being.
• Educates members on self-serve technology and digital solutions like mobile banking and bill pay.

Skills

Financial transactions

Sales through service

Member service

Multi-tasking

Education

High school diploma or equivalent

Mortgage Loan Originator (MLO) license

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

FT Mobile, AL, US

Company Description

Since 1936 PenAir® Credit Union has been the catalyst where community, resources, and impact come together and produce a powerful force for good. We have a unique culture and we're passionate about it. Grown from the values we hold most dear, three guiding principles shape how we see the people we serve, the community around us, and our role within it. These guiding principles are Respect, Service, and Communerosity® and they're woven throughout our culture.

PenAir is where people and community, resources and expertise align with your values to create real impact. Generational impact through strong financial education and support. We care about the things you care about. As the largest and oldest credit union in Pensacola, Florida, with more than $2.5 billion in assets, our purpose is to enhance the lives of those we serve in the Florida Panhandle, Southern Alabama, and Virginia.

Careers

Do you have a passion for helping others?
Currently, PenAir provides access to 15 convenient locations across Mobile and Baldwin counties in Alabama and Escambia, Santa Rosa, Okaloosa and Bay counties in Florida. Join us and become a powerful force for good - after all we live, work, and play here too.

Join the team. You'll fit right in.

Take control of your future by mapping out a career at PenAir. Working with us means you can shape your professional experience to suit your dreams. We offer valuable resources that provide you the opportunity to build upon and strengthen your skills. Whether it be a career path in advising our members directly on products and services, guiding them through major purchase decisions on a home or vehicle, or even helping build the technology and processes behind the scenes, there is a place for everyone at Pen Air! Success looks different for everyone. Where will your journey take you?

The PenAir difference.

Just like we strive to be a force for good at work, Pen Air works just as hard to supply employees with a total rewards package that includes competitive salaries and meaningful benefits.

Holistic Amenities:

• Up to $15K available for continuing education
• Student Loan Paydown
• Adoption Assistance Reimbursement
• Wellness Programs
• Gym membership reimbursement
• Financial Wellness Resources
• Purchase assistance with computers and fitness equipment.

Benefits Package Highlights:

• Generous PTO Plan-20 days for new hires
• Paid Maternal & Parental Leave
• Competitive Retirement Plan
• Company paid Short Term Disability

The starting wage for this role is $23.68 per hour.

About the role:

Dedicated to enhancing lives in a universal service retail environment with cross-functional responsibilities in both a teller and advanced member service capacity. Consistently uncovers members' needs, offering appropriate solutions and provides accurate resolution to members' inquiries and concerns. Acts as mentor to new teammates.

Major Duties and Responsibilities:

• Processes wide variety of financial transactions including but not limited to deposits, withdrawals, transfers and check cashing.
• Uncovers existing and potential members’ needs and recommend solutions to improve their financial well-being using a sales through service consultative approach. Conducts all member service functions including consumer accounts, account maintenance, business accounts as well as unsecured and collateralized loans.
• Proactively educates members on emerging and existing self-serve technology and digital solutions such as mobile/online banking, bill pay, remote deposit capture and ITM services.
• Ensures appropriate records are maintained and required reports are prepared. Performs branch specific functions as needed, including but not limited to end of day balancing, and night drop.
• Recognizes referral opportunities and refers members to internal business partners for specialized services including investments, mortgage or commercial lending.
• Supports new teammates as a resource for knowledge, best practices and troubleshooting. May be given the authority to review high risk transactions to perform override authority.
• Performs other job-related duties as assigned.

Minimum Qualifications:

Experience

• Three years to five years of similar or related experience, including preparatory experience. Minimum three (3) years of financial institution experience in member service or cash operations or comparable experience in cash handling, customer service, or sales experience, or as a result of demonstrating consistent and proficient knowledge, ability and accuracy in all aspects of the job.

Education/Certifications/Licenses

• A high school degree or equivalent. Registered as an active Mortgage Loan Originator (MLO) on the NMLS site. Must renew registration each year and update when changes to name, address, etc. occur.

Interpersonal Skills

• A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.

Other Skills:

• Thrives in a fast-paced, multi-tasking environment
• Conducts effective needs-based member conversations
• Navigates multiple systems and applications with ease
• Demonstrates strong problem-solving and sound decision-making skills
• Committed to ongoing learning and professional development
• Maintains a high level of accuracy and attention to detail
• Communicates effectively both verbally and in writing

This Job Description is not a complete statement of all duties and responsibilities comprising the position.