Financial Services Consultant 1

Sunward Federal Credit Union•Albuquerque, NM

4h•$20 - $22•Onsite

About The Position

The Financial Services Consultant 1 contributes to credit union growth and member financial well-being through a member-centric, consultative sales and service approach. The role provides friendly, accurate service while processing routine member transactions and supporting standard branch activity. The position has entry-level sales goals and requires proactive member outreach, including occasional outbound calling, to deepen relationships and support branch objectives. The consultant supports deposit account servicing and standard consumer loan origination. Onboarding builds foundational capabilities in deposit accounts, consumer loans, and teller transactions, with skills developing through training, coaching, and guidance from experienced representatives. Work follows defined workflows, checklists, and scripts; exceptions and non-routine situations are escalated as appropriate.

Requirements

Prior customer service experience.
High school diploma or GED equivalent.
General understanding of customer service and relationship-focused interactions, or ability to learn through training and coaching.
Basic knowledge of financial services concepts such as checking and savings accounts, consumer loans, and digital banking tools, or ability to learn these through training.
Willingness and ability to learn account-opening procedures, basic consumer lending processes, and applicable regulatory requirements while working under established guidelines.
Comfort with entry-level sales expectations and occasional outbound calling as part of proactive member outreach.
Strong interpersonal and communication skills for positive, service-focused conversations using scripts, prompts, and standard talking points.
Ability to learn and follow procedures, workflows, and checklists while maintaining accuracy and attention to detail.
Basic problem-solving skills, including resolving straightforward issues and escalating non-routine situations.
Professional and composed approach to routine member questions and concerns, seeking guidance when needed.
Awareness of accuracy, confidentiality, and ethical conduct when handling member information.
Reliability and ability to work independently on assigned tasks and collaboratively as part of a team.
Adaptability and willingness to learn products, systems, and processes.
Comfort working in a service- and results-focused environment involving basic sales conversations, account opening, cash handling, and compliance requirements under supervision.
Ability to sit and stand for prolonged periods at a desk, workstation, or service counter.
Frequent use of a computer, telephone, and standard office equipment.
Ability to lift, carry, or move up to 20 pounds occasionally.
Fine motor skills for cash handling, keyboarding, and document processing.
Visual acuity sufficient to read screens, printed materials, and financial documents.
Ability to work in a fast-paced, member-focused environment with frequent interruptions while following established procedures and workflows.

Nice To Haves

Experience in a financial institution, hospitality, restaurant, or retail sales environment.
Exposure to sales or service in a goal-oriented environment, including proactive outreach or call campaigns.
Previous experience in a consultative sales role or consumer lending environment.
Exposure to sales or service principles in a goal-oriented environment.
Familiarity with Microsoft Office applications, digital technology, online tools, and electronic communication, or ability to learn required systems.

Responsibilities

Identify member needs and recommend suitable products and services; refer complex needs to experienced consultants or specialists.
Work toward individual and branch sales goals through needs-based conversations and proactive outreach, including occasional outbound calls to follow up on leads, deepen relationships, and schedule appointments.
Provide accurate service during routine branch transactions, including account inquiries, deposits, withdrawals, and basic account maintenance.
Open new memberships and standard deposit accounts in accordance with credit union policies, procedures, and verification requirements.
Support standard consumer loan origination and servicing, including application intake, documentation, disclosures, and system entry; seek guidance and escalate exceptions.
Follow defined workflows, checklists, and scripts for account opening, documentation, and disclosures; escalate exceptions and non-routine situations.
Educate members about basic digital banking tools and self-service options using standard materials and talking points.
Welcome members, assist with basic inquiries, and schedule appointments with appropriate staff.
Perform teller and platform functions as assigned, ensuring accuracy, balancing, and compliance with operational policies and procedures.
Follow BSA/AML, OFAC, and privacy protocols, escalating questions or concerns to a supervisor.
Participate in training, coaching, and performance feedback to build service, sales, product, and system knowledge.
Collaborate with team members and refer members to specialized teams when needs are outside the scope of routine service.