Senior Member Advisor

Job Description

Job Description

JOIN Soarion Credit Union in 2025!!

We take care of our people : Joining Soarion Credit Union is the career move to make in 2025! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off for Federal holidays!

Job Summary :

The Senior Member Advisor serves as the lead service and operational expert on the financial center floor. This role is accountable for delivering exceptional member experiences, performing a full range of financial services, modeling service excellence, and supporting the growth of the financial center through strong relationship-building and proactive engagement. Senior Member Advisors lead by example in every interaction, demonstrating the credit union’s values, maintaining high operational standards, and providing peer coaching to ensure the entire team consistently meets all service, growth, and operational efficiency expectations.

Supervisory Responsibilities : Does not have supervisory responsibilities.

Work Location : This is an onsite position. Occasional remote work may be available for select positions and is subject to prior approval by management.

Essential Functions & Responsibilities :

Member Experience Ownership

• Own the consistent delivery of exceptional member experiences within the financial center.
• Personally greet and engage members with professionalism, energy, and a genuine commitment to meeting their financial needs.
• Set the standard for personalized service, proactively identifying member needs and delivering tailored solutions.
• Serve as the first level of escalation for member concerns, taking full ownership to resolve issues promptly and effectively without unnecessary handoff, ensuring outcomes that build trust and loyalty.
• Actively promote credit union products and services that support members’ financial well-being.

Member Service Execution

Floor Leadership & Peer Coaching

Operational Excellence & Compliance

Member Relationship Development & Growth

Cultural Leadership & Values Alignment

Knowledge and Skills :

Education and Experience :

Physical Requirements :

Special Requirements

May be required to travel locally and work at other branches as needed.

We are Committed to Equal Opportunity.

Soarion Credit Union believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for the positions that they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Our Know Your Rights : Workplace Discrimination is Illegal Poster reaffirms this commitment.

Soarion Credit Union is also committed to providing reasonable accommodations to qualified individuals with a disability so that an individual can perform job-related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact our Human Resources team at humanresources@soarion.org.