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 Partner Member Advisor (PMA) role is crucial in enhancing our membership acquisition efforts through active engagement at events, schools, state agencies, universities, and community gatherings. The 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. As the frontline of our business development initiative, this position focuses on staffing, networking, and referring potential business partners and ambassadors to Relationship Managers to build and grow meaningful partnerships with business owners and their employees.

The PMA focuses on improving the member and employee experience through effective communication while engaging with potential members at various events. The Partner Member Advisor excels in performance management, membership growth, operational compliance, and achieving results. With in-depth knowledge of all SECU product solutions and the account opening process, the PMA is a key driver of success

Additionally, the PMA collaborates closely with Financial Centers and Member Advisors to achieve Retail and Business Development goals and address member escalations. This role requires a comprehensive understanding of SECU’s products and services. The Partner Member Advisor is accountable for their actions and results, both internally and externally, while upholding SECU’s Code of Conduct.

The 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.

Other duties will be required.

What we need from you:

Education Requirements

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

Experience Requirements

• Minimum of 2-3 years of experience in member services, sales, or business development, preferably in a credit union or financial services environment.
• Proven ability to work independently as well as collaboratively within a team environment.
• Good organizational and multitasking skills, with a focus on achieving results.
• Familiarity with credit union products and services, and a passion for promoting financial wellness within the community.
• Proficiency in Microsoft Office Suite and experience with CRM software.
• Strong interpersonal and communication skills with the ability to build relationships and influence members.
• Proven relationship building skills and goal attainment in the retail banking sector.
• Proven sales record and sales experience in relationship building and acquiring new members

Compensation Information: Offers will be commensurate with experience and education.

• Hourly Rate: Min. $24.62 – Max. $39.42

Other Compensation Includes:

• Quarterly incentives based on productivity goals
• Annual corporate-wide 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.