Lobby Advisor
Listed on 2026-09-04
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Finance & Banking
Bank Customer Service, Financial Sales -
Customer Service/HelpDesk
Bank Customer Service
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Lobby AdvisorRegular Full-Time Rock Springs, Rock Springs, WY, US
WyHy is a Member-Owned Financial Cooperative dedicated to helping our members achieve financial success. In order to be successful, WyHy seeks those individuals that are not just looking for a career, but instead searching for a place where they can become part of something extraordinary. WyHy is a company fiercely dedicated to its employees and knows that without successful employees, there will be no organizational success.
At WyHy we truly value the contribution of our team members. We aren’t just looking for job experience, skills and qualifications; we also need your enthusiasm, energy and desire to succeed and to help others succeed. In return, we will offer you a dynamic, fun and supportive work environment – where you can grow professionally and make a real difference in your community.
On top of all that, we offer our employees:
- Competitive pay and incentive program
- Generous PTO
- Health, dental, vision, life and disability insurance
- Identity Theft Recovery Services
- Pet insurance allowance
- Holiday pay, including paid birthdays and work anniversaries off
- 401K with a generous employer match
If WyHy sounds like your kind of place to work – then you’re in luck! We have the following position available:
TITLE:
Lobby Advisor
DEPARTMENT:
Retail
REPORTS TO:
Member Service Manager
FLSA Status:
Non-Exempt
POSITION TYPE:
Full-time
Position Summary
The Lobby Advisor is the first point of contact for our members and plays a key role in delivering a seamless, relationship-focused experience. While this position performs traditional teller transactions, it goes beyond the transaction by actively engaging with members, identifying needs, and connecting them to solutions that improve their financial well‑being.
This is an entry-level position designed for individuals who are curious, people‑focused, and ready to grow. The Lobby Advisor is expected to introduce relevant products and services, create awareness of available solutions, and partner with Member Service Advisors to deepen member relationships.
Essential Functions
- Provide prompt, accurate, and professional processing of member transactions, including deposits, withdrawals, transfers, loan payments, and other service requests.
- Create a welcoming and engaging experience for every member, ensuring they feel valued and supported.
- Actively listen and ask thoughtful questions to identify member needs during interactions.
- Introduce and recommend relevant Credit Union products and services based on member needs.
- Make warm handoffs to Member Service Advisors by clearly communicating member needs and setting the stage for deeper conversations.
- Educate members on Credit Union services, policies, and available solutions in a clear and engaging way.
- Take ownership of the member experience from initial interaction through resolution or referral.
- Maintain knowledge of Credit Union products, services, and current promotions.
- Support branch and organizational goals by contributing to relationship growth and member engagement.
- Perform as a team member in coordinating workflow and supporting branch operations.
- Comply with all policies, procedures, and regulatory requirements.
- Maintain flexibility to support business needs, including scheduled hours and Saturday rotations.
These are not to be construed as exclusive or all-inclusive. Additional duties may be required and assigned. This list of duties and responsibilities is subject to change without notice.
QUALIFICATIONS
The requirements listed in this description are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions of the job.
Education and Experience
- A high school education.
- Previous retail, customer service, or financial institution experience preferred.
Knowledge and Abilities
- Strong communication and interpersonal skills.
- Comfortable initiating conversations and making recommendations to members.
- Demo…
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