Float Branch Member Advisor

At Affinity Plus every employee understands how their work affects our members experience and we strive to provide an experience that can't be found anywhere else. Great service starts with great employees and that is why we focus on providing not only the best place our members will ever bank but the best place our employees will ever work. Between our one of a kind culture, incredible benefits, and work/life balance; we believe you will feel the Affinity Plus difference.

Position Overview:

A Member Advisor is a vital part of the member experience and manages easy to complex member transactions and inquiries. This position requires a good understanding of credit unions products, policies, and procedures along with the ability to address a variety of financial needs. A Member Advisor plays an essential role in ensuring operational integrity while fostering member relationships through proactive services and problem solving. This position utilizes a combination of technical accuracy, compliance knowledge, and members service expertise in order to support members in achieving their financial goals.

In addition to daily transactional duties, this role will assist with fraud detection, compliance, and escalations while working with other departments to ensure that member issues are resolved efficiently and timely. A Member Advisor is responsible for providing and exceptional member experience, educate members on credit union services and discover additional member needs by having meaningful conversations. This role requires a proactive and detail oriented individual who can handle confidential financial information, solve complex problems and maintain professional in high pressure situations.

Duties and Responsibilities:

• Accurately and efficiently process transactions, such as deposits, withdrawals, payments, or cashier's checks
• Actively listen to members to ensure members are not at risk of industry fraud trends, review membership to understand normal member behavior and transactions Educates members on self-serve options: Remote deposit Capture, ATM, Online / Mobile Banking
• Knowledge of product and services offered by the credit union in order to advise members on products and service recommendations that fit members' needs
• Identify member through proper ID verification
• Gather, input and verify wire information
• Generate and issue personal, and business debit and credit cards
• Troubleshoot and resolve debit or credit card , online/mobile banking, and any other general account related questions
• Balances and maintains personal cash drawer and checks received
• Assist in balancing, maintaining, troubleshooting and resolving and TCR, coin machine and vault related items
• Maintain applicable branch logs and assist in regular audits
• Assist members with maintenance related items such as, address change, name change, adding and removing owners and beneficiary, opening certificate of deposit, and sub accounts
• Educate members on how to protect themselves against fraud, how to minimize risk, and provide awareness of fraud trends Completes required training within due dates assigned
• Complete and file CTRs ,SARs, and elder abuse filings
• Provide referrals to other credit union business lines as appropriate including, but not limited to, investments center, retirement services, real estate, business services, etc.
• Other duties as assigned

Qualifications and Skills:

• 2+ years of customer service or professional experience working directly with people and cash handling experience required
• 1+ financial service experience preferred
• Aptitude to work independently as well as part of a team and ability to collaborate with others
• Ability to accurately balance and maintain a zero-variance cash drawer over extended period
• Strong verbal and written communication skills; ability to communicate clearly and effectively
• Ability to de-escalate complex member interactions through professional communication
• Time Management skills and the ability to prioritize workload based on department and member needs
• Flexibility to adapt and succeed in a dynamic environment
• Ability and drive to provide exceptional service to members and employees
• Intermediate computer and technology skills and knowledge, with the ability to navigate between multiple systems with ease
• Strong attention to detail
• Problem solving skills
• Reliable, trustworthy, and acts with integrity
• Demonstrated ability to show resilience and adaptability in the face of challenges or changes

Workplace Environment:

• Requires face-to-face in personal interaction and coordination of work with other employees
• Occasionally speaking on camera and the use of a microphone (drive thru)
• Sitting 70-80% and standing 30-20% which is determined on your rotation within the branch
• Working on a computer 98% of the day, utilizing the phone 20-30%
• Bending, twisting, kneeling, stooping, or crouching when appropriate, on occasion
• Repetitive movements, including but not limited to typing, using a mouse, phones, etc.
• Lift, carry, push or pull up to approximately 50 pounds
• Requires occasional travel for training and meetings

Required Work Schedule: Shifts between 7:00 a.m.-6:00 p.m. Monday-Friday and rotating Saturday 8:00 a.m.-2:00 p.m. This position is a Float Teller role and requires travel between all Affinity Plus branch locations as business needs dictate, with the majority of assignments within metro locations. Consistent and reliable attendance is an essential function of this role to meet the needs of the department, team, and organization.

Compensation:

This position has a starting base pay range of $17.05 - $20.41 per hour. While actively serving in the Floating Member Advisor role, a $3/hr wage differential will apply.

In alignment with our commitment to pay transparency, we are providing a good-faith estimate of the pay range for this position. This range reflects what we anticipate offering a successful candidate based on factors such as the role's responsibilities, required qualifications, and relevant experience. The actual pay may vary depending on the selected candidate's skills, experience, and other qualifications.

Total Rewards:

Affinity Plus offers a comprehensive Total Rewards package that goes beyond base pay. In partnership with the State of MN Employer Group, Affinity Plus provides low-cost medical, dental and vision insurance coverage options. Additionally, Affinity Plus frontloads all sick time hours and a portion of vacation hours for all new employees, offers a variety of paid leave options, a monthly wellness benefit, and immediate 401K matching up to 5%. Our Total Rewards philosophy is designed to support your well-being and growth while fostering a fair and inclusive workplace.

Disclaimer

Applicants may be subject to a background and credit check. Employees in this position must be able to satisfactorily perform the essential functions of the position. If requested, Affinity Plus Federal Credit Union will make every effort to provide reasonable accommodations to enable employees with disabilities to perform the position's essential job duties. As markets change and the Organization grows, job descriptions may change over time as requirements and employee skill levels evolve. With this understanding, Affinity Plus Federal Credit Union retains the right to change or assign other duties to this position.

Application Deadline

Affinity Plus Federal Credit Union accepts applications on a rolling basis.