Member Consultant - Part-Time

Purdue Federal Credit Union • West Lafayette, IN

10d • Onsite

About The Position

The key purpose of this position is to provide an exceptional in-branch member experience by handling all basic member needs including teller transactions, account maintenance, educating members, making recommendations, and card issues.

Requirements

• Analytical Skills: Ability to analyze applications, reports, data, and documents.
• People Skills: Ability to quickly and effectively build relationships through listening and interacting with members and associates.
• Problem Solving Skills: Ability to effectively and efficiently arrive at a solution to various problems encountered.
• Communication Skills: Ability to discuss items with members and co-workers in a clear and precise manner while being an active listener.
• Interpersonal Skills: Working as part of a team to build positive work relationships and experience, serve members and achieve branch goals.
• Mult-tasking Skills: Prioritizing and working on multiple tasks as required in a timely manner.
• Mathematical Skills: To ensure calculations are done correctly by using basic mathematical skills.
• Cash Handling Skills: Being able to handle a high volume of cash through the workday.
• Microsoft Office Skills: To create documents, letters, spreadsheets, send/receive emails, etc.
• Company Specific Software: Fiserv, DocuSign, Meridian Link, and others.
• Basic Compliance: BSA, MLA, etc.

Nice To Haves

• Notary services
• Help with end of day balancing if necessary

Responsibilities

• Performing a variety of cash and non-cash transactions, including cashing checks, receiving deposits, processing funds transfers, processing loan payments, verifying authenticity of negotiable instruments, selling cashier’s checks, teller’s checks, and money orders.
• Assisting members with their account maintenance needs, such as resolving account discrepancies, performing file maintenance and account changes, educating members on electronic services, and researching/resolving account issues.
• Performing various card (ATM and Debit) related functions, including creating, blocking, and activating cards, maintaining logs, researching fraud and transaction history, completing loss and stolen reports, acting as a liaison between member and Card Services, and balancing the instant issue card machine.
• Identifying member needs and referring them to appropriate team members for specialized products and services, and encouraging the use of self-service banking solutions.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed