Member Advisor

Job Title:

Member Advisor I

Job Location:

Hood River - Hood River, OR 97031

Salary Range: $18.36 - $27.18 Hourly

As a Member Advisor I, you will establish, retain, and deepen member relationships by providing exceptional service through in-person interactions. This role combines member advisory, account servicing, and teller responsibilities to deliver a seamless member experience. You will maintain and service consumer, business, fiduciary, and IRA accounts; identify member needs and recommend appropriate products and services; perform routine financial transactions; and support branch operational functions.

This position requires a strong commitment to accuracy, compliance, and service excellence while helping members achieve their financial goals.

• Maintain and service consumer, business, fiduciary, and IRA accounts with accuracy, compliance, and attention to detail.
• Guide members through account and service options by identifying needs and providing personalized recommendations.
• Develop and deepen member relationships through needs-based conversations, referrals, and member education opportunities for appropriate products and services.
• Research and resolve member issues related to account activity, digital banking, card services, and general inquiries, escalating when appropriate.
• Assist members with troubleshooting services and systems while ensuring efficient and timely resolution.
• Process member transactions including deposits, withdrawals, loan payments, transfers, cashier's checks, and other financial transactions within established authority limits.
• Maintain and balance an assigned cash drawer daily while adhering to cash limits, policies, and procedures.
• Perform Vault Teller responsibilities including balancing and maintaining the vault.
• Operate, maintain, and balance Teller Cash Recyclers (TCRs) in accordance with established procedures.
• Balance branch ATM in dual control and process ATM deposits.
• Participate in dual-control procedures and cash management functions to ensure security and accuracy.
• Complete operational functions including account processing requests, wire transfers, debit and credit card servicing, IRA transactions, mail and night drop processing, and related branch support activities.
• Complete check scanning, document imaging, and daily work processing according to established procedures.
• Maintain accurate records and documentation while ensuring compliance with regulatory and internal requirements.
• Stay informed on policy changes, regulatory requirements, operational updates, marketing campaigns, and product enhancements.
• Support branch and organizational goals through consistent service, operational excellence, and member engagement.
• Other duties as assigned.

• Proficiency in maintaining, and servicing consumer, business, fiduciary, and IRA accounts.
• Ability to perform teller transactions accurately, balance cash, and maintain vault and TCR operations.
• Working knowledge of credit union products, services, policies, procedures, and compliance requirements.
• Ability to independently troubleshoot and resolve member issues involving accounts, digital banking, card services, and transactional concerns.
• Strong understanding of privacy, security, fraud prevention, and documentation standards.
• Competence in performing operational support functions such as wires, account maintenance, document processing, and dual-control procedures.
• Ability to identify member needs and generate referrals and member education opportunities.
• Proficiency with core banking systems, account-opening platforms, Microsoft Office applications, and related technology.

• Demonstrated excellence in providing customer service to members and/or internal members, and fostering a positive working environment.
• Comfortable working in a fast paced environment, which may include frequent interruptions.
• Comfortable using Microsoft 365 tools (Outlook, Teams, Word, Excel, SharePoint) and AI assisted tools like Microsoft Copilot, with a willingness to learn new technology as it evolves. We’re a digital first, paperless workplace, and we use tools that help us…