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 required to continue the request (CIP, credit reports, etc.)
• People Skills - Ability to quickly and effectively build relationships through listening and interacting with members and associates.
• Problems Solving Skills - To effectively and efficiently arrive at a solution to various problems encountered.
• Communication Skills - Being able 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 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.

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, helping with end of day balancing if necessary, and providing notary services.
• Assisting members with their account maintenance needs, such as resolving account discrepancies, performing file maintenance and account changes, educating and helping members with electronic services, and researching and resolving account issues.
• Performing various card (ATM and Debit) related functions, including creating, blocking, and activating credit cards, ATM cards, or EMV debit cards, maintaining an accurate log of cards processed, destroyed, and received, researching fraud, transaction history, payments, and purchases, completing loss and stolen reports, acting as a liaison between member and Card Services department, and balancing the instant issue card machine and doing card stock inventory daily.
• Maintaining and deepening relationships with credit union members, identifying needs and referring members to team members with expertise in specific products and services, and encouraging members to use self-service banking solutions.

What This Job Offers

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