Member Advisor

JOIN Soarion in 2026!!

We take care of our people: Joining Soarion CU is the career move to make in 2026! Soarion CU offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off for Federal holidays!

Role:

Our Member Advisors will process teller transactions, open new membership accounts, complete consumer loan applications and provide general account information and support the overall operations of the financial center. They identify members' financial needs and offers Soarion CU products and services to fulfill our members' needs.

What you will be doing:

• Strengthens relationships with members through face-to-face or phone conversations to cross-sell and up-sell credit union products and services that meet identified needs and maximize retention.
• Processes teller transactions, opens new membership accounts, completes consumer loan applications and provides general account information and supports the overall operations of the branch.
• Provides exemplary member experience that meets and exceeds our members' expectations. Ensures that members are acknowledged appropriately and transactions are processed accurately and professionally.
• Establishes value-added relationships with members, to understand their financial needs and to offer solutions for those needs. Solution methods include identifying a solution, explaining, in detail, the benefits of products and services.
• Accurately processes financial transactions to include, but not limited to accepting and posting deposits and payments, cashing checks, making transfers, loan and visa advances, counting coins, wire transfers, redeeming bonds, selling travelers' checks and money orders, and prepares and processes account maintenance.
• Opens and maintenance accounts to include share, checking, money market, certificates of deposit, IRA's, HSA's, or business accounts.
• Processes consumer loan applications according to Credit Union and regulatory compliance guidelines.
• Provides members with general account information regarding their account balances and transactions performed.
• Maintains a balanced cash drawer.
• Observes suspicious behavior and reports any such activity to a Supervisor or security personnel. In the event of a robbery, remains calm and follows Soarion CU procedures to safeguard members and employees.
• Provides back up to all other employees as needed.
• Performs all other duties as required.