Member Consultant

Purdue Federal Credit Union•Lafayette, IN

4d•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. This role involves performing a variety of cash and non-cash transactions, assisting members with account maintenance, and handling various card-related functions. Additionally, the Member Consultant is responsible for identifying member needs and referring them to appropriate team members, encouraging the use of self-service banking solutions, and maintaining strong member relationships.

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.
Problem 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 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.

Responsibilities

Perform a variety of cash and non-cash transactions including cashing checks, receiving deposits, processing funds transfers, and processing loan payments.
Verify the authenticity of negotiable instruments and sell cashier’s checks, teller’s checks, and money orders.
Assist with end-of-day balancing if necessary and provide notary services.
Assist members with account maintenance needs, including resolving account discrepancies, performing file maintenance and account changes (disputes, unauthorized transactions, stop payments, change of address, name changes, wires, add/remove joints and beneficiaries, etc.).
Educate and assist members with electronic services such as automated phone system, Mobile Banking App, Online Banking, and MRDC.
Research and resolve account issues.
Perform various card (ATM and Debit) related functions, including creating, blocking, and activating credit cards, ATM cards, or EMV debit cards.
Maintain an accurate log of cards processed, destroyed, and received.
Research fraud, transaction history, payments, and purchases.
Complete loss and stolen reports as needed.
Act as a liaison between the member and the Card Services department.
Balance the instant issue card machine and perform daily card stock inventory.
Maintain and deepen relationships with credit union members.
Identify member needs and refer them to Purdue Fed team members with expertise in specific products and services.
Encourage members to use self-service banking solutions.