Member Advisor - Westside Branch

Member Advisor

Discover the Westmark Difference! Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities, and exceptional work/life balance.

· 60% of our employees have been part of the Westmark family for 5+ years.

· 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.

· 85% of our managers were promoted from within the company.

· Westmark has been in business since 1954 and has recently grown to over $1.6 billion in assets, 15 branches, and over 70,000 members!

We also have some of the most impressive benefits in the industry:

· Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.

· Excellent health insurance options for employees and family with shared premiums.

· 401k with 75% company match and 2% profit sharing contribution.

· Tuition Reimbursement and Scholarships.

· Employee Assistance Program (Free counseling and legal services).

Position Summary:

The Member Advisor is a multi-functional role that combines teller, personal banking, and lending responsibilities to deliver comprehensive financial services to our members. This position requires a proactive and friendly individual who can handle a variety of tasks, from processing transactions to offering financial advice and lending solutions. The Member Advisor plays a key role in enhancing member relationships and contributing to the overall success of the credit union.

Opportunity to join our team as a Member Advisor 1, 2, or 3 based on your experience and qualifications. This role offers a base salary plus incentives, as well as the potential for future promotion within the Member Advisor career path.

Location:

2160 West Broadway, Idaho Falls,

Schedule:

Average of 36-40 hours within a Monday through Saturday work week.

Monday – Friday 9:00 a.m. – 5:30 p.m.

Saturday 9:00 a.m. – 1:00 p.m.

To help support a work-life balance, team members who work a Saturday shift may be scheduled for a full or half weekday off, based on business needs

Travel Requirements:
Ability and willingness to travel up to 35 miles to provide coverage and collaborate with regional branches.

Member Service:

• Proactively interact with members to build relationships of trust.
• Provide excellent member service by greeting members warmly, identifying their needs, and offering appropriate solutions.
• Assist members with account inquiries, transaction processing, and problem resolution in a timely and professional manner.
• Educate members about credit union products and services, helping them make informed financial decisions.

Teller Functions:

• Accurately process member transactions, including deposits, withdrawals, transfers, and payments.
• Properly handle cash and negotiable instruments and maintain accurate records of transactions.
• Adhere to security and compliance protocols to ensure the safety and confidentiality of member information.

Sales and Referrals:

• Identify opportunities to cross-sell and upsell credit union products and services, such as loans, credit cards, and savings accounts.
• Refer members to specialized financial advisors for more complex financial needs.
• Participate in promotional campaigns and community events to attract new members.

Account Opening and Maintenance:

• Open new accounts, including checking, savings, IRA, and Term Certificate accounts.
• Assist members with account maintenance tasks, such as updating personal information and setting up online banking.

Lending Responsibility:

• Guide members through the loan application process, explaining terms, conditions, and requirements for various loan products.
• General understanding and ability to explain and sell loan insurance products.
• Maintain thorough knowledge of lending regulations and compliance requirements.
• Finalize system-approved loans within Level 1 defined lending authority. Seek approval for loans outside of underwriting authority and collaborate to assist the member in finalization.

Problem Resolution:

• Handle member complaints and issues with patience and…