Member Advisor I

iQ Credit Union is a great place to work and grow and were looking for people like you to join our exceptional team. At iQ youll find a healthy worklife 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 I provides exceptional service with inbranch member transactions account relationships and lending. Acts as a resource to members educating them on products and services which will improve their financial wellbeing. Responsible for opening new accounts establishing lending relationships and identifying ways to optimize members credit union experience.

Essential Duties:

• Maintain an excellent knowledge of the features and benefits of Credit Union services and products.
• Open new accounts and develop new relationships with members using Member Onboarding strategy.
• Successfully crosssell Credit Union services.
• Meet specific performance objectives in member service and operations.
• Assist members with any questions or problems with their accounts including any research and if necessary correction of any error.
• Provide prompt and efficient handling of direct phone or written inquiries or requests from members or other staff.
• Perform Xpress Tickler ATM and Notary audits.
• Process and balance ATM deposits as necessary. Reconcile ATM general ledger accounts.
• Update member status and process member transactions as appropriate.
• Actively participate in branch activities and sales meetings to achieve specific detailed and measurable service and sales goals.
• Actively participate in coaching and development planners to leverage talents and development opportunities. Commit to and successfully execute on agreed upon action plans with your manager.
• Actively support the service and sales environment within the branch based on our Vision Mission and Operating Principles of the Credit Union and our Retail Service Level Agreement.
• May handle safe deposit box duties if applicable to branch location. Responsibilities include; provide prompt and efficient handling of direct phone or written inquiries or requests from members or other staff. Prepare all necessary safe deposit box documentation including payment notices according to the policies and procedures of the Credit Union. Reconcile Safe Deposit Box general ledger accounts.
• Demonstrate strong regulatory knowledge applicable to this position and understand and comply with government regulations with particular emphasis on the Bank Secrecy Act (BSA) US Patriot Act and related regulations.
• Actively participate and fulfill expectations in the Credit Union Email Security Awareness Program as outlined in the Information Security Program Acknowledgement document.

Knowledge and Skills:

Experience:

One year to three years of similar or related experience.

Education:

A high school education or GED

Additional Details:

Branch Hours:Monday through Friday 9:30am to 5:30pm. Saturdays 9:30am to 2:00pm. Closed Sundays.

Location:Washougal Branch 640 E WA 98671

Position Type: Fulltime 40 hours per week.

We Value Diversity

At iQ we believe that diverse experiences and skills make our team stronger. If youre passionate and driven to excel in this role we encourage you to apply even if you dont fully meet every qualification listed. Your unique experiences knowledge skills and abilities may be exactly what we need.

iQ Credit Union is committed to providing an inclusive and accessible work environment for all individuals. Our recruiting process typically involves submitting an application uploading a resume completing a phone interview interviewing onsite or virtually with a hiring manager or attending a group interview and possibly completing a work sample.

If you require reasonable accommodation at any stage of the recruitment process including application submission interviewing or participation in the employee selection process please direct your inquiries to which will email a member of iQs Human Resources team. We will make every effort to accommodate your needs.

Total Compensation Package

Theres a reason weve ranked as one of top workplaces in the Pacific Northwest for the past nine years. We listen to our employees and continue to provide benefits that make a difference.

Healthcare Coverage:

• iQ pays 100 of the monthly medical dental and vision premium for you AND your dependent children.

Retirement Savings:

• iQ matches up to 6 of your 401(k) contributions.

Paid Time Off:

• 11 paid holidays plus vacation and sick time accruals.
• Paid Community & Event Volunteer opportunities.
• Paid Wellbeing hours to help you recharge and thrive.

Investing in You:

• Student loan repayment match up to $100 per month.
• Tuition reimbursement to support your educational advancement.
• An annual match to amplify your nonprofit giving.

For a full list of our uniQue benefits see our benefits guide:iQ Credit Union Benefits Guide

Equal Opportunity Employer:

iQ Credit Union is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex national origin age sexual orientation gender identity gender expression veteran status or disability.