Member Consultant

Purdue Federal Credit Union•West Lafayette, IN

22h•Onsite

About The Position

The Member Consultant provides an exceptional in-branch member experience by handling basic member needs, including teller transactions, account maintenance, member education, recommendations, and card-related issues. The role performs cash and non-cash transactions; assists members with account maintenance and electronic services; manages ATM and debit card functions; and identifies member needs for referral to credit union team members with relevant product and service expertise. The position also encourages members to use self-service banking solutions.

Requirements

Ability to analyze applications, reports, data, and documents needed to continue a request, including CIP and credit reports.
Ability to build relationships quickly and effectively through listening and interacting with members and associates.
Problem-solving skills to arrive at solutions to issues encountered.
Clear, precise communication with members and coworkers, along with active listening.
Ability to work as part of a team, build positive work relationships, serve members, and achieve branch goals.
Ability to prioritize and work on multiple tasks in a timely manner.
Basic mathematical skills to perform calculations accurately.
Ability to handle high volumes of cash throughout the workday.
Microsoft Office skills for creating documents, letters, and spreadsheets and sending and receiving email.
Familiarity with company-specific software, including Fiserv, DocuSign, and Meridian Link.
Basic compliance knowledge, including BSA and MLA.

Responsibilities

Perform cash and non-cash transactions, including cashing checks, receiving deposits, processing funds transfers and loan payments, verifying negotiable instruments, and selling cashier’s checks, teller’s checks, and money orders.
Help with end-of-day balancing when necessary and provide notary services.
Resolve account discrepancies through file maintenance and account changes, including disputes, unauthorized transactions, stop payments, address and name changes, wires, and adding or removing joint owners and beneficiaries.
Educate and assist members with electronic services, including the automated phone system, Mobile Banking App, Online Banking, and MRDC.
Research and resolve account issues.
Create, block, and activate credit cards, ATM cards, and EMV debit cards.
Maintain an accurate log of cards processed, destroyed, and received.
Research fraud, transaction history, payments, and purchases; complete lost and stolen reports as needed.
Act as a liaison between members and the Card Services department.
Balance the instant issue card machine and conduct daily card stock inventory.
Maintain and deepen relationships with credit union members.
Identify member needs and refer members to Purdue Fed team members with expertise in relevant products and services.
Encourage members to use self-service banking solutions.