Branch Experience Consultant - Santa Fe, NM
About The Position
The Branch Experience Consultant delivers superior and courteous service to promote products and expand customer relationships. This involves performing a variety of sales and service activities such as performing account openings and providing lending solutions to retail, high net worth and business banking customers. Join Our Team at Del Norte Credit Union! We’re more than a financial institution, we’re a community. Guided by our mission of Improving Lives and vision of being Authentically New Mexico, we embrace Del Norteño Pride, reflecting our commitment to community, culture, and connection. Recently recognized as a Platinum-Level Family Friendly Business, we value People Focus, Collaboration, and Continuous Learning. Location Cerrillos Branch located in Santa Fe, NM Schedule Schedule requires supporting Monday – Saturday member service hours.
Requirements
- One year to three years of similar or related experience.
- Two years of direct member contact experience in providing financial products and services; six months teller experience and familiarity with platform operations.
- Level I: A high school education or GED.
- Level II: (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
- Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
- Handle sensitive information with complete confidentiality and professionalism
- Professional appearance and demeanor
- Provide excellent and knowledgeable service to our members, both internal and external by adhering to our core values
- Conduct themselves and members fairly, ethically, and with confidence
- Successful job performance involves meeting and/or exceeding team-building, interpersonal, relationship building, and technical skills outlined in other duties and responsibilities
- Must have good communication and PC skills
- Critical thinker and effective problem solver
- Collaborative service skills
- Willing and eager to exceed expectations; demonstrated excellence in all aspects of service delivery operations
- Demonstrated proficiency with 10-key calculator, Windows, and other MS Office products and applications
Nice To Haves
- Bilingual in English and Spanish strongly preferred. Spanish Speaking incentive is offered.
Responsibilities
- Assist members with financial services through a consultative approach to determine the most value-added products and/or services to meet individual member needs. This includes opening and closing accounts, answering questions, products and services sales, and problem resolution.
- Demonstrate a working knowledge of the core system and all other applicable systems required to service members, this includes loan and deposit platforms.
- Support the greeter’s desk to establish rapport with guests/members and direct to appropriate area.
- Provide universal dual support to both the teller and new account operations of the branch.
- Promote a member-first education culture within the branch by example and mentoring of Member Service Specialists to identify opportunities to promote credit union products and services. Coach to live DNCU’s mission of improving lives while meeting and/or exceeding established member education goals.
- Proactively listening, to the voice of the member, to help identify opportunities to improve the member experience.
- Participate in marketing and awareness campaigns to increase member engagement.
- Strong communication skills characterized by excellent speaking and writing abilities.
- Work effectively in a team environment contributing to the success of the branch and organization.
- Comply with all regulations, security procedures, and complete all mandatory annual compliance courses.
- Performs other related job duties as assigned.
Benefits
- Medical, Dental and Vision insurance. Available the first of the month following date of hire.
- 401(k) - Traditional or Roth
- Spanish Speaking Incentive
- Paid Time Off
- Eleven paid holidays/year
- Employer-Paid Benefits: Employee Assistance Programs (EAP), Short-Term & Long-Term disability
- Other great benefits: Wellness Reimbursement Plan, Educational Reimbursement Program and Development Programs.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
