Member Engagement Advisor

Member Engagement Advisor

The Member Engagement Advisor is a specialized lending professional highly focused on guiding members through the lending journey, primarily supporting all internet lending applications. This role emphasizes a consultative, sales-oriented approach, building deep relationships with members by asking insightful questions and thoroughly exploring opportunities to enhance their financial well‑being. The advisor acts as a trusted partner, using their expertise to advise members on loan options, structure personalized solutions, and uncover other opportunities within the credit union to help them achieve their goals.

• Answer multi-channel inquiries about loan products and provide member as much resolution as possible.
• Reviews loan applications for accuracy; obtain credit reports, etc. and provide guidance on requested products, services, and financial matters.
• Explains terms and conditions including payment amounts/due dates, and interest rate.
• Promote Credit Union products and services based on member needs.
• Open member accounts, resolve issues, and handle the member’s daily needs.

• Minimum of a high school diploma or equivalent.
• Ability to effectively communicate Credit Union products and services.
• Self-motivated and enthusiastic with a willingness to support others on your team.
• Maintain a professional and friendly demeanor.
• Ability to proficiently operate a computer, calculator, and copier.
• Customer service experience and specialized financial courses a plus!
• Pension
• Health, Dental, Vision and Other Insurance Coverage
• Paid Personal Time Off
• Paid Holidays
• Life Insurance
• Short and Long-Term Disability
• 401(k) with matching funds
• Tuition Reimbursement
• HSA, FSA, and Dependent Care Spending Accounts