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SC
Southland Credit Union
Sr. Member Experience Advisor, Floater
Career Insights for Personal Financial Advisor (General)
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What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$107,221 / year median in California
+5% projected growth
Job Description
Sr. Member Experience Advisor, Floater Southland Credit Union - 4.4 Los Alamitos, CA Job Details Full-time $30 - $36 an hour 4 hours ago Qualifications Customer communication
While you'll continue delivering exceptional service and financial guidance to members, you'll also serve as a mentor, coach, and operational leader who helps elevate the entire team. This is more than a senior banking position—it's an opportunity to lead by example. You'll partner closely with the Financial Center Supervisor to reinforce service standards, support onboarding and training, provide real-time coaching, and help ensure the Financial Center operates smoothly each day. When leadership is away, you'll confidently step in to maintain continuity and support your team. If you're an experienced universal banker looking to expand your leadership skills while continuing to make a meaningful impact on members and colleagues alike, this role offers an exciting next step in your career.
Driver's License Full Job Description Role:
About the Role As the Senior Member Experience Advisor, Floater (Sr. MEA), you'll be one of the Financial Center's most trusted and experienced team members. This role supports multiple Financial Center locations throughout the Southalnd Credit union network. Assigned to the Los Alamitos Financial Center as their home branch, this position regularly travels to other branch locations to provide staffing coverage, operational support, and a consistent, high-quality member experience.While you'll continue delivering exceptional service and financial guidance to members, you'll also serve as a mentor, coach, and operational leader who helps elevate the entire team. This is more than a senior banking position—it's an opportunity to lead by example. You'll partner closely with the Financial Center Supervisor to reinforce service standards, support onboarding and training, provide real-time coaching, and help ensure the Financial Center operates smoothly each day. When leadership is away, you'll confidently step in to maintain continuity and support your team. If you're an experienced universal banker looking to expand your leadership skills while continuing to make a meaningful impact on members and colleagues alike, this role offers an exciting next step in your career.