Sr. Member Experience Advisor, Floater

Role:

About the Role

Every Financial Center has its own rhythm, team, and staffing needs. As a Senior Member Experience Advisor, Floater (Sr. MEA), you’ll bring your experience, flexibility, and leadership skills wherever additional support is needed across the Southland Credit Union network.

With Los Alamitos as your home Financial Center, you’ll have the opportunity to take on assignments at other Financial Centers based on staffing and business needs. Some assignments may be short-term, while others may last longer, giving you the opportunity to become a familiar and trusted part of a team while supporting the organization where you’re needed most.

You’ll continue doing the work you enjoy as a universal banker—building relationships, helping members with their financial needs, and supporting day-to-day Financial Center operations—while also serving as a resource and mentor to the associates around you.

This role is a strong fit for an experienced banking professional who enjoys variety, adapts easily to new environments, and wants to expand their leadership skills without stepping away from the member relationships that make the work meaningful.

Major Duties and Responsibilities:

A Senior Resource Wherever You’re Needed
Your day-to-day work will vary based on the Financial Center and assignment you’re supporting. You may be processing transactions, opening memberships and deposit accounts, assisting with consumer lending conversations, or helping members find products, services, and digital solutions that fit their needs.
You’ll bring the same focus on accuracy, service, and relationship-building to each assignment. Outbound outreach, appointment scheduling, member follow-up, and community engagement may also be part of your work as you help strengthen relationships and support established service, membership growth, referral, digital adoption, and production goals.

The flexibility of this position means you’ll have the chance to experience different Financial Center environments and learn how different teams operate. Whether you’re providing coverage for a shorter-term staffing need or spending more time with a team on a longer assignment, you’ll be expected to step in, build relationships, and contribute quickly.

Lead by Example
Your experience will also make you an important resource for the associates around you. You’ll answer questions, share best practices, reinforce service standards, and provide peer coaching that helps others build confidence in their roles.

You’ll support onboarding and training for new associates and help reinforce operational expectations through your everyday interactions. You may lead daily huddles, support organizational initiatives, and provide guidance when the Financial Center Supervisor is away.

When leadership coverage is needed, you’ll help keep the Financial Center moving by supporting workflow coordination, opening and closing responsibilities, and day-to-day execution. The goal isn’t simply to step in—it’s to bring experience, stability, and a positive leadership presence to the team you’re supporting.

Knowledge and Skills:

What Helps You Succeed
Experience
•    Minimum 2–4 years of customer service or financial institution experience preferred.
•    Previous teller, new accounts, or lending experience preferred.
•    Experience working in sales, service, or relationship-focused environments preferred.
•    Experience handling member problem resolution and consultative conversations preferred.
•    Experience meeting production, referral, or performance goals preferred.
•    Demonstrated success achieving production, service, operational, and member experience expectations.
•    Experience assisting with onboarding, training, mentoring, or coaching preferred.
•    Proven track record of operational accuracy, accountability, and leadership potential.

Education
•    Bachelor’s degree in Business, Finance, Management, or related field preferred, or an equivalent combination of education and experience.
•    Notary Public preferred or the ability to obtain.

You’ll Be at Your Best in This Role If You...
•    Build strong relationships and approach conversations with a consultative, member-focused mindset.
•    Can coach, mentor, and positively influence peers through your knowledge and example.
•    Are comfortable adapting to different Financial Center environments and quickly understanding the needs of the team and members you’re supporting.
•    Enjoy variety and can transition between short-term and longer-term assignments while maintaining consistency in your service and performance.
•    Understand how to balance service and production expectations without losing sight of accuracy, compliance, and the member experience.
•    Take ownership of operational details and follow through on what needs to get done.
•    Communicate clearly and confidently with members, peers, and leadership.
•    Have strong organizational, problem-solving, and service recovery skills.
•    Take initiative, remain adaptable, and approach new situations with a willingness to learn.
•    Are comfortable using standard office technology and business systems.

Travel
•    Regular local travel between Financial Center locations is required based on assignment and staffing needs.
•    Must maintain reliable transportation and the ability to travel between branch locations as scheduled.
•    Valid California driver’s license, current automobile insurance, and reliable transportation required.

Why Southland?
At Southland Credit Union, People Helping People extends beyond the member standing in front of you. It also means supporting the people around you and sharing your experience so the entire team can provide strong, consistent service.

As a Sr. MEA Floater, you’ll have a unique opportunity to experience different Financial Center environments while becoming a dependable resource for the teams you support. You’ll continue building member relationships while helping teams navigate staffing needs, operational challenges, and day-to-day questions.

The variety of assignments means your experience can be put to use in different ways. Some days may call for additional member-facing support, while another assignment may give you the opportunity to spend more time mentoring associates, supporting operations, or providing leadership coverage.

For an experienced universal banker who is ready to broaden their leadership skills and enjoys being someone a team can count on, this role offers a chance to take on greater responsibility while staying connected to the member experience.
If you’re ready to bring your experience, flexibility, and leadership to different Financial Center teams—and make a difference wherever support is needed—we’d love to hear from you.

 

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Equal Opportunity & Pay Transparency

Southland Credit Union is an Equal Opportunity Employer. In accordance with California law, the pay range for this position is included in the job posting. Actual compensation will be based on qualifications, experience, skills, and business needs.

Salary Minimum: USD $30.00/Hr. Salary Maximum: USD $38.00/Hr.