Who we are:

At SECU, we put our employees first, recognizing that their well-being and professional development are vital to our success. Our employees are committed to helping members achieve long-term financial security by fostering a supportive and empowering work environment. They are also inspired to give back to our communities by volunteering and spreading kindness, reflecting our core values and who we are as an organization.

Every SECU employee contributes to our members' financial well-being, and we’ll always do what’s right for our members, employees, and communities.

Feel good about what you do. Belong to a place where you matter and can make a difference.

What you will do:

The Senior Partner Member Advisor (Sr. PMA) role is crucial in managing a team of Member Advisors and enhancing our membership acquisition efforts through active engagement at events, schools, state agencies, universities, and community gatherings. The Senior Partner Member Advisor will oversee the account opening process, follow up with new members, and deepen relationships by promoting our full range of products and services. This position is the frontline of our business development initiative, focusing on staffing, networking, and referring potential business partners and ambassadors to Relationship Managers to foster and grow meaningful partnerships with business owners and their employees.

The Sr. PMA focuses on improving the member and employee experience through effective communication and coaching while engaging with potential members at various events.

The Sr. PMA focuses on improving the member and employee experience through effective communication and coaching while engaging with potential members at various events. The Senior Partner Member Advisor excels in performance management, membership growth, operational compliance, and achieving results. They are knowledgeable about all SECU product solutions and the account opening process.

Additionally, the Sr. PMA works closely with the Financial Center Manager to meet Business Development objectives and address member escalations. This role requires a comprehensive understanding of SECU’s products and services. The Senior Partner Member Advisor is accountable for their actions and results, both internally and externally, while upholding SECU’s Code of Conduct.

The Sr. PMA adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security.

What we need from you.

Supervisory Responsibilities

• Ability to lead, mentor, and manage a team of Member Advisors to ensure high performance and engagement.
• Provide training and ongoing support to the team to enhance their knowledge of credit union products and services.

Education Requirements

• High School Diploma required
• Bachelor’s degree in Business Administration, Finance, Marketing, or a related field preferred.

Experience Requirements

• Minimum of 5-7 years of experience in member services, sales, or business development, preferably in a credit union or financial services environment.
• At least 3-5 years of leadership experience, including people management experience
• Proven track record of successfully managing teams and driving membership growth.
• Knowledge of credit union products and services, financial literacy, and community engagement strategies.
• Proficiency in CRM software and Microsoft Office Suite.

Compensation Information: Offers will be commensurate with experience and education. Please Note: We typically hire at or below mid-point, which is $79,900 for this role.

• Salary: Min. $61,500 – Max. $98,300

Other Compensation Includes:

• Annual corporate-wide incentives
• Quarterly incentives

We provide comprehensive benefits, with a focus on total well-being:

• Medical, vision, dental benefits
• 401k plan with company matching
• Generous sick, vacation and personal leave
• And more...2025SECUBenefitsGuide.pdf

SECU is committed to fostering a diverse, equitable, and inclusive workforce where all individuals are valued and respected. We take pride in providing equal opportunities for all qualified applicants regardless of race, ethnicity, national origin, gender, sexual orientation, gender identity or expression, religion, military or veteran status, or any other characteristics protected by law.