Member Financial Advisor

About the role

Position Summary Provide professional, friendly financial services to bank members.

What you'll do

• include processing transactions, opening accounts, assisting with lending products, resolving member inquiries, and recommending products and services that support members' financial goals.
• Assist current and prospective members in person and by phone.
• Open savings, checking, certificate, and IRA accounts.
• Process deposits, withdrawals, loan payments, and other transactions accurately.
• Provide information on loans, credit cards, rates, and terms.
• Assist members with online/mobile banking and other services.
• Handle ATM/debit cards, check orders, stop payments, ACH requests, and account inquiries.
• Identify and recommend appropriate financial products and services.
• Participate in community and membership development activities.

What you'll bring

• High school diploma or equivalent. 2+ years of financial institution experience.
• Basic knowledge of banking regulations.
• Strong attention to detail and numerical accuracy.
• Proficiency with Microsoft Office and Outlook.
• Excellent communication and interpersonal skills.
• Strong organization, time management, and customer-service skills.

Benefits

• Employer-paid medical, dental, and vision premiums. 401(k) with employer match.
• Paid life and long-term disability insurance.
• Paid holidays and vacation
• Employment Type: Full Time Years Experience: 1 - 3 years
• Salary: $55,000 - $80,000
• Annual Bonus/Commission: No