Bilingual Floating Member Account Advisor

Position Summary

The Bilingual Floating Member Account Advisor at First Alliance Credit Union plays a vital role in providing outstanding service to our members across all locations, including the Mobile Branch. This role supports various branch locations and occasionally provides backup support to the mobile branch team when the primary Mobile Branch Account Advisor or Lead is unavailable. While this position does not require a Commercial Driver’s License (CDL) and will not involve driving the mobile branch, the Advisor must be comfortable delivering full-service financial support within the mobile environment. Spanish language proficiency is required to support our diverse membership.

Essential Functions

Member Support Across All Channels

Provide a warm and welcoming experience for new and existing members, assisting them with account openings, financial education, and tailored banking solutions.

Identify and cross-sell loan products and services that align with member needs.

Conduct loan applications, closings, and funding for high-level products such as credit cards and lines of credit.

Serve as a backup to the Mobile Branch Account Advisor role during absences, offering the same level of service directly from the mobile branch without driving responsibilities.

Assist with complex member transactions and inquiries as needed across locations.

Actively educate members about credit union services and promote sound financial decision-making.

Build strong relationships across departments to ensure member needs are fully met.

Ensure all interactions reflect First Alliance's values and commitment to an exceptional member experience.

Other duties as assigned by the Branch Manager.

Pay and Benefits

Starting pay: $20.78- $24.45 Hourly

There may be an increase of base pay based on skills and experience.

Candidates who demonstrate certified proficiency in Spanish or Somali may be eligible for additional compensation. Certification requirements and compensation details will be discussed during the hiring process.

Benefits include: 401(k), 401(k) Matching, Dental Insurance, Employee Assistance Program, Employee Discount, Health Insurance, Health Savings Account, Life Insurance, Paid Time Off and Vision Insurance.

Competencies

The attributes listed below are representative of the knowledge, skills and/or abilities required.

Education: A high school education or equivalent

Experience:

3+ Years of Member Service Experience, with a minimum of 1 being in the financial industry.

Prior experience in mobile or floating service environments is preferred.

Skills:

Bilingual proficiency in Spanish and English required.

Excellent communication and interpersonal skills.

Ability to thrive in a mobile, flexible, and fast-paced environment.

Working knowledge of credit union products, services, and loan offerings.

Strong technical skills and familiarity with electronic systems and mobile service tools.

Self-motivated, dependable, and committed to member satisfaction.

Additional Requirements:

Must be available to travel between all branch locations and support the mobile branch as needed (excluding driving responsibilities).

Must be able to support mobile branch operations including light setup duties during temporary assignments.

This role is ideal for a motivated individual with a passion for helping others achieve their financial goals.

Professionalism/Attitude

Believes in own capabilities and knowledge to affect positive outcomes and even succeed where others may not and demonstrates that attitude in performing day-to-day activities.

Self-motivated by the desire to accomplish goals and have exceptional performance; very open to receiving constructive feedback.

Understands that change is necessary to evolve as a person and an organization, and reflects that in the context of daily work, handling change without becoming disengaged.

Displays an on-going commitment to learning and self-improvement in areas that are job and/or organization relevant.

Leadership

Lives the credit union mission: we show up. We listen to your story. We provide possibilities.

Embodies the credit union’s core values: Passion, Presence and Persistence

Takes initiative to be involved in networking opportunities in the community.

Generates innovative ideas, and creative solutions to challenging problems.

Models’ behavior that builds inter-personal trust and personal integrity within the team.

Offers to take additional responsibilities contributing to the success of the team.

Performance Metrics

Mission, Vision & Core Values: Ensure personal and departmental actions and service align with the credit unions Mission, Vision, and Core Values.

Member Experience: The degree to which member service is demonstrated in the day to day business environment. The level of support for co-workers as well as outside members, vendors, contractors, and legal counsel etc.

Membership Growth: The level of membership achieved as compared against a pre-determined goal. The degree of effectiveness demonstrated in opening memberships

Loan Growth: The level of loan growth achieved as compared against a pre-determined goal. The degree of effectiveness demonstrated in making loans.

Decision-Making / Judgment: The ability to make prudent decisions that are timely, well researched, and reflect awareness of impact.

Policy Compliance: The degree to which the employee has knowledge of and complies with organizational policies, procedures, and guidelines.

Communication: The ability to effectively converse and listen to both internal and external members. The use of proper written and grammatical skills, and meaningful application of computer technology (email, Internet, web-based vendor platforms, etc.)

Problem Solving: The ability to predict, recognize, and define problems. Skill in generating, selecting, and implementing timely and meaningful solutions.