Member Advisor - Banking Telesales

Job Description

Job Description

Experience in outbound sales calling (tele-sales) is highly preferred. Familiarity with consumer lending, credit review, and consumer products is desired (insurance, banking, personal loans). 

Financial Partners Credit Union, recognized as a  Top Workplace by USA Today, the Orange County Register, and the Los Angeles Times , and named one of the  Best Credit Unions to Work For by American Banker and one of the  Best Credit Unions in California by Forbes , is seeking a service-oriented professional to join our team as a  Member Advisor .

In this role, you will build and grow strong member relationships by sourcing, processing, and delivering credit union products and services while ensuring a high-quality service experience. You will guide members through product selection using a consultative approach, manage applications from multiple channels, and support the full lifecycle from application through funding.

This position is ideal for someone who is sales-oriented, detail-focused, and comfortable managing multiple priorities in a fast-paced environment while maintaining accuracy and professionalism.

ESSENTIAL RESPONSIBILITIES

• Build strong member relationships by providing personalized service and recommending appropriate products and services based on member needs.

• Meet or exceed established goals for product originations, loan funding, and cross-sell performance.

• Maintain accuracy and efficiency in processing applications, ensuring minimal errors and adherence to deadlines and funding targets.

• Manage inbound and outbound loan applications, including phone-based interactions, web applications, and third-party origination channels.

• Demonstrate a strong understanding of deposit and consumer lending products, services, and processes, including ancillary offerings.

• Review and interpret credit reports, loan structures, and underwriting decisions.

• Exercise sound judgment and follow established procedures to mitigate risk and protect the credit union.

• Proactively manage pipeline activity by following up on pending applications, tasks, and sales opportunities.

• Communicate clearly and professionally with members and internal partners, both verbally and in writing.

• Ensure compliance with all applicable lending laws, regulations, and credit union policies.

• Uphold ethical standards and escalate concerns or policy violations as appropriate.

EDUCATION AND EXPERIENCE

• High School Diploma required; Bachelor’s degree preferred.

• Minimum of two years of consumer lending sales experience with a proven track record of meeting or exceeding goals.

• Credit union experience preferred.

• Strong consultative sales and relationship-building skills.

• Ability to analyze financial information and make informed recommendations.

• Strong attention to detail and organizational skills.

• Proficient in Microsoft Office and lending origination systems.

• Ability to multi-task and manage competing priorities in a fast-paced environment.

• Strong verbal and written communication skills.

• Professional demeanor when working with members both in person and over the phone.

• Effective listening skills.

• Must be bondable.

WHY THIS ROLE MATTERS

Member Advisors play a key role in driving growth by connecting members with the right financial solutions. Through strong relationship management, accurate processing, and consistent follow-through, this role directly supports member satisfaction and the credit union’s overall performance.

The pay range for this position is listed above. Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their individual combination of experience, knowledge, skills, and education as well as internal equity.

Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their individual combination of experience, knowledge, skills, and education as well as internal equity.

Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Company Description

Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their individual combination of experience, knowledge, skills, and education as well as internal equity.\r\n\r\nFinancial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.