Member Experience Advisor II

Member Experience Advisor II

Join to apply for the Member Experience Advisor II role at GFA Credit Union.

If you are energized by helping others with daily banking needs and have a solution-oriented mindset, this position could be for you.

• Process financial transactions accurately and support member account needs, including deposits, wires, and account maintenance.
• Enlighten members on our products and services, identifying referral and sales opportunities to support their financial goals.
• Maintain strong product knowledge and uphold daily operational standards, including vault and ATM balancing.
• Ensure compliance with policies, fraud prevention, and risk management practices.
• Deliver exceptional service across all communication channels and contribute to a positive, personalized member experience.
• Model and promote the behaviors of the Credit Union's core values, actively working to enhance the member and employee experience.
• Participate in the Credit Union's Community/Civic Engagement Program.
• Complete tasks in a timely and accurate manner.
• Demonstrate a commitment to learning by cross‑training on other functions as required.
• Participate in and attend mandatory training and/or online assignments for regulatory compliance.
• Open new accounts, including special accounts such as IRA, Trust, POA, Business, and Landlord/Tenant.
• Originate and close consumer loan and home equity applications; refer business loan requests as needed.
• Promote and educate members on GFA products and services to support financial wellness and identify referral opportunities.
• Apply sound judgment in complex transactions, fraud prevention, and policy adherence to protect members and the organization.

• Minimum 2 years banking experience or equivalent.
• High School Diploma or equivalent required.
• Proficiency in Microsoft Office Suite.
• Ability to learn core transactional systems efficiently.
• Strong written and verbal communication skills.
• Strong organizational skills and ability to multi‑task.
• Ability to work independently and in a team environment.
• Strong member service skills.
• Agility to adapt to varying pace of member interaction.
• Public Notary preferred or must be able to attain within the first six months of hire.
• NMLS License preferred or must be able to attain within the first six months of hire.

Pay within the range posted will be commensurate with the individual’s experience and qualifications for this role. This position will be assigned to certain locations throughout our Massachusetts and New Hampshire branches:
Gardner, Rutland, Hubbardston, Leominster, Ashburnham, and/or Winchendon in MA, and Keene, Ringe and/or Peterborough in NH.

GFA offers competitive wages and an excellent benefits package which includes medical, dental, vision, STD, LTD, Life, 401(k) with match and more.

GFA is an equal opportunity employer. Federal Law prohibits discrimination against employees or applicants with respect to race, religion, color, sex, national origin, age, genetic information or isabilit.