Member Advisor , II or III - Pool; Covers Locations

Be part of something uniQue

iQ Credit Union is a great place to work and grow and we're looking for people like you to join our exceptional team. At iQ, you'll find a healthy work-life balance, great benefits, an unwavering commitment to our members and the communities we serve, and a positive environment that empowers you to grow personally and professionally. We love where we work and we know you will, too!

The Member Advisor provides exceptional service with in-branch member transactions, account relationships, and lending. Acts as a resource to members, educating them on products and services to improve their financial wellbeing. Responsible for processing transactions, opening new accounts, establishing lending relationships and identifying ways to optimize members' credit union experience.

• Support Pool employees recognize that they may be utilized for coverage at various branches and at some point, will be placed at a branch per management discretion. This includes all 17 branches across Oregon and Washington. Full list of locations:
  Branch & ATM Locations | iQ Credit Union

• Actively work towards established product and services goals, and maintaining production and quality standards consistent with the Member Advisor I role.
• Maintain an excellent knowledge of the features and benefits of Credit Union services and products, as well as eligibility for Credit Union membership.
• Process deposits, withdrawals, loan payments, and transfers via counter, mail, and phone, while assisting members with inquiries or issues to resolve account errors, ensuring accuracy in research and compliance with cash handling policies and procedures.
• Open new accounts and develop new relationships with members using Member Onboarding standards, and effectively cross-sell Credit Union products and services.
• Accept and accurately process account and loan requests in accordance with established Credit Union guidelines. Demonstrate timeliness and accuracy in loan and account documentation.
• Conduct daily quality assurance and sales calls to engage with members and promote the use of Credit Union services.
• Use skillful interview techniques to uncover member needs and wants and successfully close sales.
• Build and maintain Book of Business (BOB) through regular member contact. Use established relationships to determine services or special promotions specifically benefit ting members included in BOB.
• Promote an environment of respect, teamwork, and collaboration; act in a way consistent with Credit Union Operating Principles and the Reta