Member Advisor - Rigby 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 81,000 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:

567 Rigby Lake Dr, Rigby,

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:

• Build strong member relationships by identifying financial needs and uncovering solutions that support members' long-term financial well-being.
• Advocate for members by recommending and cross-selling credit union products and services, including loans, credit cards, and savings solutions, that align with their financial goals.
• Refer members to specialized financial advisors for more complex financial needs to ensure comprehensive financial support.
• Participate in promotional campaigns, community outreach, and relationship-building opportunities to attract new members and strengthen community connections.
• Deliver the BLUE Experience by building rapport, learning member needs, uncovering meaningful solutions, and earning member trust through personalized service and financial advocacy.

Account Opening and Maintenance:

• Open new accounts, including checking, savings, IRA, and Term Certificate accounts.

Assist members with account maintenance tasks, including but not limited to updating personal information, setting up online banking, and processing other account service requests.

Lending Responsibility:

• Gu…