Financial Consultant

Nusenda Credit Union•Santa Fe, NM

4d•Onsite

About The Position

Nusenda Credit Union is seeking a full-time Financial Consultant for its St. Michaels Branch. The role works 37–40 hours per week, with open availability Monday through Saturday. The Financial Consultant serves as a trusted financial resource to existing and potential members, using a consultative approach to evaluate, educate, and fulfill their financial needs. The position requires adaptability and knowledge of teller and platform operations, and identifies opportunities to refer members to business services, mortgage services, home equity lending, and investment services as appropriate.

Requirements

Three to five years of similar or related experience.
High school diploma or GED.
Knowledge of teller and platform operations.
Ability to provide exceptional service.
Accuracy with numbers, procedural details, processing, and balancing negotiable instruments.
Ability to manage multiple responsibilities, meet deadlines, handle sensitive information, and resolve problems.
Ability to communicate effectively and appropriately with internal and external customers in person, by email, and through other channels.

Responsibilities

Assist members with financial needs through a consultative, needs-based approach.
Identify and educate members about value-added products and services that meet their individual needs, including opening and closing accounts or memberships, providing consumer loans (excluding home loan products), and answering questions about products and services.
Refer members to specialized departments as needed, including business services, mortgage services, home equity lending, and investment services.
Support the teller line as needed.
Resolve problems within the authority level of the role.
Process transactions accurately and in accordance with established policies, procedures, laws, and regulations.