• Jul 07, 2025

Member Experience Advisor

If you are energized by helping others with their daily banking needs and have a solution-oriented mindset, this position could be for you.

At GFA Credit Union our Member Experience Advisors are a vital connection to our members. If you love interacting with the public and are a driven, collaborative individual with a strong desire to grow, this role is an exciting pathway into the financial institution profession. If you are energized by helping others with their daily banking needs and you have a solution-oriented mindset then consider this exciting opportunity.

You will perform the important role of maintaining and deepening trust and loyalty with existing members, seek opportunities to understand each member’s unique financial needs and goals and look to help us grow by securing new members with a lasting experience that reflects GFA’s commitment to our core values and creating member success and long-term satisfaction throughout their life’s moments.

This position will be assigned to certain locations throughout our Massachusetts and New Hampshire branches; in MA: Gardner, Rutland, Hubbardston, Leominster, Ashburnham, and/or Winchendon and in NH: Keene, Ringe and/or Peterborough. The position level will be determined based on applicant experience and skill. Will be required to float between branches as needed

Responsibilities of Level I and Level II:

• Process financial transactions accurately and support member account needs, including deposits, wires, and account maintenance.
• Enlighten members on our products and services, identifying referral and sales opportunities to support their financial goals.
• Maintain strong product knowledge and uphold daily operational standards, including vault and ATM balancing.
• Ensure compliance with policies, fraud prevention, and risk management practices.
• Deliver exceptional service across all communication channels and contribute to a positive, personalized member experience.
• Model and promote the behaviors of the Credit Union’s core values, actively works to enhance the member and employee experience throughout the Credit Union.
• Participate in the Credit Union’s Community/Civic Engagement Program which requires participation in community events throughout the year.
• Complete tasks in a timely and accurate manner. Demonstrates a commitment to learning by cross-training on other functions as required.
• Participate, complete, and attend mandatory training and/or online assignment for regulatory compliance.

Additional Responsibilities of Level II:

• Open new accounts, including special accounts such as IRA, Trust, POA, Business, and Landlord/Tenant.
• Originate and close consumer loan and home equity applications; refer business loan requests as needed.
• Promote and educate members on GFA products and services to support financial wellness and identify referral opportunities.
• Apply sound judgment in complex transactions, fraud prevention, and policy adherence to protect members and the organization.

Knowledge and Skills:

• High School Diploma or equivalent required
• Microsoft Office Suite
• Ability to learn the core transactional systems efficiently
• Strong written and verbal communication skills
• Strong organization skills and the ability to multi-task
• Ability to work independently and in a team environment
• Strong member service skills
• Agility to adapt to varying pace of member interaction

Additional Knowledge and Skills for Level II:

• Minimum 2 years’ banking experience or equivalent
• Public Notary preferred or must be able to attain within the first six months of hire date
• NMLS License preferred or must be able to attain within the first six months of hire date

GFA offers competitive wages and an excellent benefits package which includes: medical, dental, vision, STD, LTD, Life, 401K with match and more. For more information visit our careers page.

GFA is an equal opportunity employer. Federal Law prohibits discrimination against employees or applicants with respect to race, religion, color, sex, national origin, age, genetic information or disability.

Join Our Team