Lead Member Advisor

Are you a highly motivated financial services professional who enjoys leading by example, supporting team success, and delivering exceptional member experiences? Are you looking for an opportunity to make an impact with a fast-growing financial institution?

As a Lead Member Advisor, you will serve as the branch's primary operational and frontline leadership resource, supporting daily branch operations while fostering a high-performing, member-focused environment. This role combines advanced member service and lending expertise with operational oversight, workflow coordination, and team support responsibilities. The Lead Member Advisor acts as a subject matter expert for branch policies, procedures, systems, and transaction processing; provides guidance and coaching to frontline staff; and helps ensure service excellence, operational efficiency, and regulatory compliance. In addition to originating loans, servicing accounts, and achieving established production goals, this position partners closely with branch leadership to support staff development, operational consistency, process improvement, and an exceptional member experience.

What You'll Do:

• Serve as the branch's operational subject matter expert by providing guidance on policies, procedures, transaction processing, systems, and operational best practices.
• Lead by example in delivering exceptional member service and identifying opportunities to deepen member relationships through deposit, lending, and ancillary products and services.
• Assist Branch Managers with onboarding, training, coaching, and development of frontline team members.
• Serve as a key resource to the Branch Manager by helping coordinate daily branch activities and maintain operational continuity during leadership absences.
• Support branch initiatives and business development efforts by helping communicate priorities, track progress, and maintain focus on branch goals.
• Monitor daily teller line operations to ensure efficient service delivery, transaction accuracy, and adherence to service standards.
• Provide transaction approvals, overrides, balancing assistance, and operational problem resolution within established authority limits.
• Perform and review operational controls including cash audits, vault administration, ATM settlement activities, and branch opening and closing procedures.
• Assist with internal audits, compliance reviews, security procedures, and operational monitoring activities.
• Research and resolve complex account issues, transaction discrepancies, operational exceptions, and escalated member concerns.
• Open, maintain, and close consumer and business accounts while ensuring accuracy, compliance, and an exceptional member experience.
• Identify member financial needs and recommend appropriate products and solutions, including consumer and home equity loans.
• Support the lending process through application intake, documentation collection, loan closings, and follow-up activities.
• Work the teller line as needed to support branch operations and maintain service levels.
• Partner with branch leadership and other departments to implement process improvements and enhance operational efficiency.
• Achieve established service, referral, deposit, loan, and ancillary product goals while maintaining a strong commitment to member service.
• Assist with branch supply management, administrative tasks, and other operational duties as assigned.

Qualifications:

• High school diploma required and a minimum of three years of credit union or banking experience.
• Fully proficient in originating and servicing consumer and home equity loans.
• Certified Credit Union Financial Counselor (CCUFC) designation required.
• NMLS registration required.
• Proven proficiency in branch operations, cash management, operational controls, and audit readiness.
• Strong knowledge of financial products, services, and member relationship-building techniques.
• Strong organizational skills with the ability to coordinate workflow and prioritize tasks in a fast-paced environment.
• Demonstrated leadership, coaching, and team development skills.
• Excellent communication and interpersonal skills with the ability to build positive relationships with members and coworkers.
• Detail-oriented with strong business math, cash handling, and data entry skills.
• Goal-oriented, self-motivated, and committed to delivering results.

More About Us:

NuMark's mission is to enrich the financial lives of our members. We offer a full menu of financial services from mortgage and auto loans to free checking accounts and business services. NuMark Credit Union is dedicated to putting our members first, treating them like family and helping them do more with their money. We help members get to their fantastic future faster.

At NuMark Credit Union, we recognize how vital our team is to the success of our organization. We believe that investing in the wellness and professional development of our people should be at the forefront of how we operate. Our focus is on making employees feel valued and supported because we know a strong team and positive culture is what gives us a competitive advantage in the markets that we serve.

Passionate – We are dedicated to exceeding expectations and are passionate, open-minded, and committed to serving members and their families on their lifelong financial journeys.

Accountable – We take ownership of our responsibility to act in the best interests of our members and treat everyone with respect.

Collaborative – We work together to provide exceptional service to our members, communities, and each other. We believe in the power of teamwork to achieve a common goal.

Knowledgeable – We believe knowledge is power and that it should be freely shared with our members, communities, and employees.

Member Centric – NuMark members are the foundation of who we are. Our members and our team are made up of diverse backgrounds. This allows us to be an inclusive organization where we can proudly serve everyone.

Benefits:

We want to make sure you're taken care of, which is why we strive to offer competitive and cost-conscious benefits for you and your family. Full Time Employees can choose between several plans from Blue Cross Blue Shield (HMO, Options or PPO), Dental, Vision, 3 weeks of Paid Time Off, Paid Holidays Off, Company Lunches and Parties, Birthday Holidays, Life Insurance (Company Paid), Short and Long Term Disability (Company Reimbursed), 401(k) Savings Plan with Company Match & Profit Sharing, Flex Spending Account, Accident Insurance Plans, Education Reimbursement for Bachelor or Master's Degrees, Employee Assistance Program, Paid Community Volunteer Time, and Career Advancement Opportunities.

Equal Opportunity Employer:

Equal Employment Opportunity has been, and will continue to be, a fundamental principle of NuMark Credit Union where employment is based upon personal capabilities and qualifications without discrimination because of race, color, religion, sex, age, national origin, disability, or any other protected characteristic as established by law.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions under the Americans with Disabilities Act (ADA).

• While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to handle cash and operate a computer, telephone, and keyboard.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• The ability to talk and hear both in-person and by telephone is required.
• Light to moderate lifting may be required up to 25 pounds.
• Regular, predictable, in-person attendance is required at the employee's assigned location(s) for all scheduled shifts.

Work Environment

• Moderate noise (business office indoors with computers, phones, printers, and light traffic).
• Ability to work in a confined area.
• Ability to stand at a teller station for an extended period.

The budgeted compensation range for this position is $28.00 - $32.00 per hour (non-exempt). Individual rates vary based on skills and experience.