Member Solutions Advisor Universal Banker

Empowering Financial Futures at Union Pacific Streamliner Federal Credit Union

About Us

Founded in 1937, Union Pacific Streamliner Federal Credit Union (UPSFCU) is a purpose-driven financial cooperative serving the Union Pacific family. Based in Omaha, Nebraska, we provide personalized financial solutions to Union Pacific employees, contractors, strategic partners, and their families. We are committed to delivering exceptional service, fostering financial wellness, and building lasting relationships.

The Opportunity

We are seeking versatile and motivated Member Solutions Advisors to join our team. These roles blends member development, lending expertise, and service excellence. You will be a key player in growing our membership, enhancing the member experience, and supporting lending operations—all while helping individuals achieve their financial goals.

What You'll Do

_ Member Development & Outreach _

• Lead initiatives to grow membership through strategic outreach and relationship building
• Coordinate onboarding for new members across digital and in-person channels
• Conduct welcome calls, orientation sessions, and outreach to inactive accounts
• Build relationships with Union Pacific departments and Employee Resource Groups
• Support financial wellness programs and connect members with educational resources
• Member Experience & Service
• Provide exceptional service in-person, over the phone, and through digital channels
• Handle service inquiries, resolve issues promptly, and analyze member feedback
• Generate referrals through member success stories and satisfaction insights
• Participate in marketing efforts and create promotional materials for products and services.
• Lending & Loan Services
• Interview loan applicants, evaluate credit reports, and process consumer and home equity loan applications
• Prepare and review loan documentation, conduct closings, and ensure compliance with policies and regulations
• Assist with collections activities and maintain accurate loan records
• Reconcile loan fees and audit member loan files and general ledger accounts
• Universal Banking & Transactional Support
• Open and maintain deposit accounts, including checking, savings, and CDs
• Process financial transactions : deposits, withdrawals, payments, and transfers
• Guide members through digital banking tools and promote adoption of Visa® Platinum Rewards credit cards
• Support debit card issuance, account activity monitoring, and spending account programs

What You'll Bring

Qualifications

Technical Skills

Why Join Us?

The Environment

These full-time positions offer a perfect blend of relationship building, strategic growth, and hands-on service. You'll thrive here if you :

UPSFCU is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.