Member Advisor

PenAir Credit Union

. Process a wide variety of financial transactions, including deposits, withdrawals, transfers, and check cashing .

Posted 10/22/2026full-timeMilton • Florida • United StatesJuniorMid-Level💰 $21 - $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in processing financial transactions and providing exceptional member service while effectively communicating and recommending solutions to enhance financial well-being. Proficient in managing multiple priorities and adapting to a fast-paced environment with a strong focus on accuracy and detail.

Highest-signal resume keywords

Financial Transaction ProcessingMember Service ExperienceNeeds-Based CommunicationProblem-Solving SkillsCash Handling Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial TransactionsCash HandlingAccount MaintenanceLoan FunctionsDigital Banking SolutionsReport PreparationEnd-of-Day BalancingRemote Deposit CaptureSales-Through-ServiceMultitasking Across Applications

Soft Skills

Effective CommunicationAdaptabilityAttention to DetailTrust and CredibilityDecision-Making Skills

Tools & Technologies

Mobile BankingOnline BankingBill PayITM Services

Industry Keywords

Financial InstitutionMember ServiceCustomer ServiceSales ExperienceConsumer Accounts

About the role

Key responsibilities & impact

Process a wide variety of financial transactions, including deposits, withdrawals, transfers, and check cashing
Uncover existing and potential members’ needs and recommend solutions to improve their financial well-being using a sales-through-service consultative approach
Conduct basic member service and loan functions, including consumer accounts, disputes, account maintenance, and unsecured loans
Transition members to the appropriate teammate for advanced products or services, such as collateralized loans or business accounts
Educate members on self-service technology and digital solutions, including mobile/online banking, bill pay, remote deposit capture, and ITM services
Maintain appropriate records and prepare required reports
Perform branch-specific functions, including end-of-day balancing and night drop
Recognize referral opportunities and refer members to internal business partners for investments, mortgage, or commercial lending

Requirements

What you’ll need

Minimum two (2) years of financial institution experience in member service or cash operations or comparable experience in cash handling, customer service, or sales experience
A high school degree or equivalent
A significant level of trust, credibility and diplomacy is required
Adaptability in a fast-paced environment
Ability to manage multiple priorities
Strong problem-solving and decision-making skills
Proficient in multitasking across computer applications
Effective needs-based communication
Commitment to learning and professional development
Excellent member service focus
High attention to detail and accuracy
Strong written and verbal communication skills

Benefits

Comp & perks

Up to $15K available for continuing education
Student Loan Paydown
Adoption Assistance Reimbursement
Wellness Programs
Gym membership reimbursement
Formal Career Development Resources
Financial Wellness Resources
Purchase assistance with computers and fitness equipment
Generous PTO Plan—20 days for new hires
Paid Maternal & Parental Leave
Competitive Retirement Plan
Competitive medical, dental & vision plans
Company paid Telehealth services
Company paid Short Term Disability