Lobby Advisor

At WyHy we truly value the contribution of our team members. We aren’t just looking for job experience, skills and qualifications; we value your enthusiasm, energy and desire to succeed. In return, we will offer you a dynamic work environment that is open and supportive – where you will learn and grow professionally while making a real difference in your community.

On top of all that, we offer our employees:

• Competitive pay
• Generous PTO
• Health, dental, vision, life and disability insurance
• Gym membership allowance
• Pet insurance allowance
• Holiday pay, including birthdays off with pay
• 401K with generous employer match
• Generous tuition reimbursement

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

THIS JOB DESCRIPTION IS A GUIDE FOR THE EFFICIENT AND PROFESSIONAL PERFORMANCE OF THIS JOB. NOTHING HEREIN CONTAINED SHALL BE CONSTRUED TO BE A CONTRACT BETWEEN THE EMPLOYER AND THE EMPLOYEE. ADDITIONALLY, THIS JOB DESCRIPTION IS NOT TO BE CONSTRUED BY ANY EMPLOYEE AS CONTAINING BINDING TERMS AND CONDITIONS OF EMPLOYMENT. WYHY RETAINS THE ABSOLUTE RIGHT TO TERMINATE ANY EMPLOYEE, AT ANY TIME, WITH OR WITHOUT GOOD CAUSE. MANAGEMENT RETAINS THE RIGHT TO CHANGE THE CONTENTS OF THIS JOB DESCRIPTION AS IT DEEMS NECESSARY, WITH OR WITHOUT NOTICE.

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.

This list is not all-inclusive and may be modified as business needs change.

QUALIFICATIONS

The requirements listed in this description are representative of the knowledge, skills, and/or ability 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 is preferred

Knowledge and Abilities

• Strong communication and interpersonal skills
• Comfortable initiating conversations and making recommendations to members
• Demonstrates curiosity and a proactive approach to helping others
• Ability to recognize opportunities to introduce products and services in a natural, member-focused way
• Detail-oriented with a high degree of accuracy
• Basic mathematical and problem-solving skills
• Ability to learn and navigate multiple systems and technology platforms
• Strong organizational skills and ability to work in a fast-paced environment

Bondability is required of all employees. Background and Credit Checks will be conducted prior to employment.

Physical Requirements

• While performing duties of this job, the employee is regularly required to stand; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk and hear.
• The employee must occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required by this job include the ability to see up close and at a distance; color, peripheral, and depth vision; and the ability to adjust focus.

Company Philosophy

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. Member advocacy is the backbone of our business philosophy. WyHy is a company fiercely dedicated to its employees and knows that without successful employees, there will be no organizational success.

Disclaimer

The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.