Member Experience Advisor

Role About the Role When a member walks into a Financial Center, they may be making a routine deposit, opening their first account, exploring a loan, or simply looking for someone they can trust to point them in the right direction. As a Member Experience Advisor (MEA), you’ll be that person—combining everyday banking expertise with genuine relationship-building to help members make informed financial decisions. This is a universal role where no two conversations are exactly the same. You’ll move comfortably between processing transactions, opening accounts, supporting lending conversations, and helping members discover digital tools and financial solutions that fit their needs. You’ll also have opportunities to reach out to members, follow up on relationships, and connect with the community through events and partnerships. If you enjoy getting to know people, understanding what they need, and finding ways to make their financial lives easier, this role puts those skills to work every day. Major Duties and Responsibilities More Than a Transaction The work starts with creating a welcoming experience, but it doesn’t end there. You’ll use consultative conversations to understand what matters to each member and identify products, services, and solutions that can support their financial well-being. Your day may include processing transactions with accuracy, opening memberships and deposit accounts, or helping a member navigate a consumer lending application. You’ll also introduce members to digital banking and self-service tools when they can make managing their finances more convenient. The goal is to make each interaction feel personal and purposeful. Whether you’re helping with a simple transaction or having a deeper financial conversation, you’ll balance operational accuracy with the relationship-building that sets the experience apart. Building Relationships Beyond the Financial Center Strong member relationships often continue after the initial conversation. You’ll conduct outbound outreach, schedule appointments, and follow up on opportunities to deepen those relationships. You’ll also support community engagement efforts by welcoming and onboarding members connected to community events and partnerships. Along the way, you’ll work toward established service, membership growth, referral, digital adoption, and production goals. Meeting those goals is important, but so is how you get there—through thoughtful conversations, appropriate recommendations, and a consistent focus on doing what is right for the member. You’ll also be responsible for maintaining the accuracy, security, and compliance that keep the Financial Center running smoothly. Following operational procedures, security standards, audit requirements, and regulatory guidelines ensures members can trust both the service they receive and the way their financial information is handled. Knowledge and Skills What Helps You Succeed Experience •    Minimum 1–2 years of customer service or financial institution experience preferred.•    Previous teller, new accounts, or lending experience preferred.•    Experience working in sales, service, or relationship-focused environments preferred.•    Experience with member problem resolution and consultative conversations preferred.•    Experience meeting production, referral, or performance goals preferred. Education •    Bachelor’s degree in Business, Finance, Management, or related field preferred, or an equivalent combination of education and experience.•    Notary Public preferred or the ability to obtain. You’ll Be at Your Best in This Role If You... •    Enjoy building genuine relationships and can approach conversations with curiosity and a consultative mindset.•    Communicate clearly and make financial information approachable for the people you serve.•    Can balance relationship-building and production goals with accuracy, compliance, and operational accountability.•    Stay organized and follow through while managing multiple priorities.•    Are comfortable working independently while contributing to a team-oriented Financial Center environment.•    Pay close attention to detail and understand the importance of accuracy when handling financial transactions and account information.•    Are adaptable and willing to learn and support multiple functions within the Financial Center.•    Are comfortable using standard office technology and business systems. Why Southland? For us, People Helping People means taking the time to understand what someone needs and helping them move forward with confidence. As an MEA, you’ll have the opportunity to put that philosophy into practice through everyday conversations that can help members make progress toward their financial goals. You’ll also build a broad understanding of banking by working across transactions, accounts, lending support, digital solutions, relationship development, and community engagement. It’s a role for someone who wants to develop their skills while becoming a trusted resource for the people they serve. If you’re looking for work that combines financial services, relationship-building, and meaningful conversations with members, we’d love to hear from you. Equal Opportunity & Pay Transparency Southland Credit Union is an Equal Opportunity Employer. In accordance with California law, the pay range for this position is included in the job posting. Actual compensation will be based on qualifications, experience, skills, and business needs. Salary Minimum USD $24.00/Hr. Salary Maximum USD $30.00/Hr.