Member Consultant

Purdue Federal Credit Union•Lafayette, IN

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, researches and resolves account issues, and carries out ATM and debit card functions. It also builds and deepens member relationships, identifies needs, refers members to colleagues with relevant product and service expertise, and encourages the use of self-service banking solutions.

Requirements

Analytical skills to analyze applications, reports, data, and documents needed to continue requests, such as CIP and credit reports.
People skills to build relationships quickly and effectively through listening and interacting with members and associates.
Problem-solving skills to efficiently find solutions to varied problems.
Communication skills to discuss matters clearly and precisely with members and coworkers while actively listening.
Interpersonal skills to work as part of a team, build positive work relationships, serve members, and achieve branch goals.
Multitasking skills to prioritize and complete multiple tasks in a timely manner.
Basic mathematical skills to ensure calculations are correct.
Cash-handling skills to handle a high volume of cash during the workday.
Microsoft Office skills, including creating documents, letters, and spreadsheets and sending and receiving email.
Ability to use 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 loss and stolen reports as needed.
Liaise 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.