What are the responsibilities and job description for the Member Engagement Advisor - Call Center position at Soarion Credit Union?
JOIN Soarion in 2026!!
We take care of our people: Joining Soarion Credit Union is the career move to make in 2026! 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!
Role:
As a Member Experience Advisor, you will serve as a trusted financial partner, delivering exceptional member service through personalized financial solutions and a commitment to One Call Resolution whenever possible. You will balance service excellence with operational efficiency while confidently managing member interactions in a fast-paced environment.
Work Location:
This is an onsite position.
What you will be doing:
- Build trusted relationships through consultative financial conversations.
- Process member transactions accurately and efficiently.
- Educate members on products, services, lending, and digital banking.
- Protect member information while complying with regulations and Credit Union policies.
- Collaborate across departments to create a seamless member experience.
- Support operational goals through productivity, schedule adherence, and effective time management.
- Deliver exceptional service through One Call Resolution whenever possible.
What you'll bring along:
- High school diploma or equivalent.
- Two (2) years of customer service experience in financial services, retail banking, a contact center, or similar environment preferred.
- Strong communication, problem-solving, and relationship-building skills.
- Ability to multitask across multiple technology platforms.
- Professionalism, sound judgment, and commitment to continuous learning.
Why Soarion?
At Soarion, our people are the difference. We invest in developing confident, capable, and competent employees who are empowered to make decisions, solve problems, and create meaningful experiences for our members every day.
If you're ready to grow your career while making a lasting impact on the lives of our members and our community, we'd love to hear from you.
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 equal employment opportunity policy statement, pay transparency nondiscrimination agreement, and the Know Your Rights: Workplace Discrimination is Illegal Poster reaffirm 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.