Member Advisor I or II

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 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 II provides exceptional service with in-branch member transactions account relationships and loan products. 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. Supports and mentors more junior branch staff.

Essential Duties:

• Actively work towards established product and services goals and maintaining production and quality standards consistent with the Member Advisor II role.
• Maintain an excellent knowledge of the features and benefits of Credit Union services and products as well as eligibility for Credit Union membership. Demonstrate ability to educate members on Credit Union offerings including deposit accounts loan products including HELOCs and other financial services.
• 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 build relationships with members using established 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.
• Achieve performance goals in member service and operations while serving as a key resource to both staff and members applying sound judgment to successfully resolve a variety of inquiries and scenarios.
• Build and maintain Book of Business (BOB) through regular member contact. Use established relationships to determine services or special promotions specifically benefitting members included in BOB.
• Actively participate in department activities and weekly sales meetings to achieve service and sales goals.
• Maintain Vault balancing and cash operations knowledge.
• Assist with branch and account audits on a weekly monthly and quarterly basis.
• Collaborate with teammates to ensure a positive team environment and overall member experience. Acts as a resource to branch staff.
• Support member outreach efforts by actively participating in outbound calls to members.
• Follow up on referral opportunities and initiate daily quality assurance/sales calls to build member relationships increase use of Credit Union services and efficiently handle phone written or direct inquiries from members and staff.
• Adhere to standard security procedures including safe deposit security. Attend all mandatory robbery and security training. Validate robbery and bomb threat packets are up-to-date and available at work station.
• Adapt to evolving member needs and effectively navigate change with resilience maintaining a strong commitment to organizational goals. Proactively support business initiatives by embracing new processes technologies and service strategies to enhance team performance and member experience.
• 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.
• This position is subject to the SAFE Act Registration Requirements You must register and remain in good standing with the Federal Registry System (NMLS) per the SAFE Act requirements. You will be required to submit to the SAFE Act background check and fingerprinting process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your continued employment and may cause immediate termination.

Knowledge and Skills:

Experience:

Member Advisor I:One year to three years of similar or related Range: $21.69 - $29.29 per hour. Budgeted Target Rate: $22 - $22.50 per hour.

Member Advisor II:Two to four years of similar or related Range: $23.57 - $31.82 per hour. Budgeted Target Rate: $24 - 24.50 per hour.

Education:A high school education or GED. Certified Credit Union Financial Counselor (CCUFC) designation preferred.

Bilingual skills highly desired

Additional Details:

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

Location: Happy Valley branch -13220 SE 172nd Valley OR 97086

Position Type: Full-time 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 on-site 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.