Member Consultant

Veterans Memorial Pkwy Branch•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 also supports member relationships by identifying needs and making referrals to Purdue Fed team members with expertise in relevant products and services.

Requirements

Ability to analyze applications, reports, data, and documents needed to continue a request, including CIP materials and credit reports.
Ability to build relationships quickly and effectively through listening and interacting with members and associates.
Ability to solve problems effectively and efficiently.
Clear and 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 contribute to branch goals.
Ability to prioritize and work on multiple tasks in a timely manner.
Basic mathematical skills to ensure calculations are accurate.
Ability to handle high volumes of cash throughout the workday.
Microsoft Office skills for 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.
Assist with end-of-day balancing when necessary and provide notary services.
Help members with account maintenance, including resolving discrepancies and processing applicable file maintenance and account changes such as disputes, unauthorized transactions, stop payments, address or 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.
Perform ATM and debit card functions, including creating, blocking, and activating credit, ATM, and EMV debit cards.
Maintain accurate logs of cards processed, destroyed, and received; research fraud, transaction history, payments, and purchases; and complete loss and stolen reports as needed.
Serve 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 their needs, and refer them to Purdue Fed team members with relevant product and service expertise.
Encourage members to use self-service banking solutions.