Floating Member Account Advisor
Core
Provide exceptional member support across multiple branch locations, helping members open/manage accounts, identify lending opportunities, and provide financial education.
Role type
Member Account Advisor (floating)
Builds
Member accounts, loan applications, and financial solutions
Domain
Financial Services / Credit Union
Deliverable
product features (via careerplan.io/jobs/99-00D-03-96F-floating-member-account-advisor)
Required skills
Member service, account opening, lending identification, financial education, complex transaction handling, adaptability, technology proficiency
Preferred skills
Spanish or Somali language proficiency
Responsibilities
Welcome new members and guide them through account opening, assist existing members with additional accounts and solutions, identify and assist with loan applications and funding, educate members on financial products and tools, provide backup support to Contact Center and ASK Advisors, step into different environments to ensure consistent member experience