Member Advisor I

Red Canoe Credit Union hires passionate, knowledgeable, and dependable individuals who are committed to making a difference. As a not-for-profit financial institution owned by our members, we believe in the value of people over profit. If you’re looking for a place to start a rewarding career you can be proud of, then Red Canoe might be the place for you.

We’ve been a cooperative since 1937. That means any money we earn goes back to our members, not into the pockets of stockholders like a bank. For more than 80 years, we’ve held the traditions of credit unions near and dear to our hearts. We are not for profit, but for people.

Red Canoe Credit Union has 10 branches spread across Washington and Oregon. We even have members living in all 50 states. But Red Canoe is still a local credit union at its core. For us, being local means an ongoing commitment to go beyond serving our members and giving back to the communities we call home. At Red Canoe, we strive to make a difference in the lives of our neighbors. 

POSITION PURPOSE - The Member Advisor I provides a seamless delivery of member service from routine teller services to complex issues by assisting in a branch environment.  The role will be required to deliver a high-quality member experience while using their knowledge of multiple products and will identify, diagnose, and act on members’ consumer financial needs, including referrals to the appropriate line of business for specialized services.  The Member Advisor I utilizes their thorough knowledge of credit union products, consumer loans, lines of credit and deposit products (such as savings, checking, money market, and certificate of deposit), to provide excellent service to the member.  The Member Advisor I is responsible for serving as a subject matter expert to members creating an outstanding member experience and delivering expertise in specialized financial services.

ESSENTIAL JOB FUNCTIONS

• TELLER DUTIES - Assist members with their accounts over the telephone, in drive up, or at the front teller line. Maintain cash drawer, assist with Cash Dispatch. Process teller transactions which include withdrawals, deposits, Visa advances, payroll deduction changes, money orders, etc. Abide by over-the-counter check acceptance limits for Business and Personal checks. All items above the limit will require approval from Branch management.  Assist guest members with allowed shared branching. Vault Teller duties as needed.
• MEMBER/ACCOUNT MAINTENANCE - Provide assistance with all credit union products and services, and products offered by Red Canoe Financial Group.   Open and maintain all new accounts, products, and services. In addition, handle complaints, troubleshoot, research, and maintain accurate records associated to services provided.
• LENDING – Assist members by conducting basic loan product conversations complete a paper application when appropriate and refer action to authorized personnel for recommendations and decisions.
• DISBURSING – Assist branch personnel with loan disbursements through Episys. 
• SALES & SERVICE PERFORMANCE - Effectively refer products and services and their features and benefits as outlined in the CUNA “Creating Member Loyalty” program. Track referrals, member relationships and contacts using the program software.    Make quality product and service referrals to existing members & non-members.   Sales efforts include, but not limited to, referrals, buyouts, Sales and Service mystery shops, and out bound sales calls.

 CRITICAL JOB FACTORS

• Dependability – Following through on assignments and counted on to complete assignments in a timely and competent manner. Must be self – directed, takes initiative and is proactive.
• Employee/Member Relations – The degree to which employee/member service application is demonstrated in the day-to-day business environment.              
• Adaptability - Showing openness to change and new ideas. Ability to adjust to changing work requirements and respond to new situations.
• Quality Service – The percentage earned on quality service rating from Mystery Shops. 
• Teamwork & Cooperation – Promote a positive, productive and professional working environment. Demonstrating sensitivity, cooperation, understanding and respect. 
• Productivity – Level of work output or productivity as compared to a standard or compared to others. 
•  Policy Compliance – The degree to which the individual complies with company policies.   

Red Canoe Credit Union provides the following benefits to all employees.

• Medical, Dental & Vision Insurance
• Employee Assistance Program
• Life Insurance
• 401K with employer match
• Wellness Program
• Flexible Spending Account
• PTO leave
• Paid Jury Duty Leave
• Paid volunteer time

A few more perks

• Annual logo wear allowance
• Gym Reimbursement
• Tuition Reimbursement for full time employees
• Employee loan discount

 EEO/AAEmployer/Vets/Disabled/Race/Ethnicity/Gender/Age