Senior Member Advisor

Job Location

FT Pensacola, FL, US

Dedicated to enhancing lives in a universal service retail environment with cross‑functional responsibilities in both a teller and advanced member service capacity. Consistently uncovers members’ needs, offering appropriate solutions and provides accurate resolution to members’ inquiries and concerns. Acts as mentor to new teammates.

• Processes a wide variety of financial transactions including deposits, withdrawals, transfers, and check cashing.
• Uncovers existing and potential members’ needs and recommends solutions to improve their financial well‑being using a sales‑through‑service consultative approach. Conducts all member service functions including consumer accounts, account maintenance, business accounts as well as unsecured and collateralized loans.
• Proactively educates members on emerging and existing self‑serve technology and digital solutions such as mobile/online banking, bill pay, remote deposit capture, and ITM services.
• Ensures appropriate records are maintained and required reports are prepared. Performs branch specific functions as needed, including end‑of‑day balancing and night drop.
• Recognizes referral opportunities and refers members to internal business partners for specialized services including investments, mortgage, or commercial lending.
• Supports new teammates as a resource for knowledge, best practices, and troubleshooting. May be given authority to review high‑risk transactions and perform override authority.
• Performs other job‑related duties as assigned.

• Up to $15K available for continuing education
• Student Loan Paydown
• Adoption Assistance Reimbursement
• Wellness Programs
• Gym membership reimbursement
• Financial Wellness Resources
• Purchase assistance with computers and fitness equipment

• Generous PTO Plan—20 days for new hires
• Paid Maternal & Parental Leave
• Competitive Retirement Plan
• Company‑paid Short Term Disability

Starting wage: $24.15 per hour.

• Experience: Three to five years of similar or related experience, including preparatory experience. Minimum three (3) years of financial institution experience in member service, cash operations, or comparable cash handling, customer service, or sales experience.
• Education/Certifications/Licenses: High school degree or equivalent. Registered as an active Mortgage Loan Originator (MLO) on the NMLS site. Must renew registration annually.
• Interpersonal
  
  Skills:
  
  Significant level of trust, credibility, and diplomacy required. Ability to engage in in‑depth dialogue, conversations, and explanations with customers, direct and indirect reports, and outside vendors on sensitive, highly confidential matters. Demonstrates ability to motivate, influence, educate, and advise others.
• Other
  
  Skills:
  
  
  • Thrives in a fast‑paced, multi‑tasking environment
  • Conducts effective needs‑based member conversations
  • Navigates multiple systems and applications with ease
  • Demonstrates strong problem‑solving and sound decision‑making skills
  • Committed to ongoing learning and professional development
  • Maintains high accuracy and attention to detail
  • Communicates effectively both verbally and in writing

This Job Description is not a complete statement of all duties and responsibilities comprising the position.