Member Consultant

PENAIR CREDIT UNION•Fort Walton Beach, FL

6d•$24

About The Position

Enhances members’ lives in a digital retail financial environment by proactively handling advanced sales and service. Identifies members' needs through discovery and advice, offers suitable solutions with high acceptance. Provides an engaging and notable experience to the membership. Resolves inquiries accurately and mentors new teammates.

Requirements

Minimum three (3) years of financial institution experience in member service or cash operations or comparable experience in cash handling, customer service, or sales experience or as a result of demonstrating consistent and proficient knowledge, ability and accuracy of all aspects of the job.
A high school degree or equivalent
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Ability to change focus efficiently in a fast-paced environment, manage multiple priorities, conduct a needs-based dialogue, use multiple applications on a computer simultaneously, utilize knowledge and resources to effectively problem solve and make sound decisions. Expectation to complete all levels of training, proving proficient in their knowledge within 12-18 months.

Responsibilities

Member Financial Education: Uncovers existing and potential members’ needs and recommend solutions to improve their financial well-being using a sales through service consultative approach. Conducts all member service functions including consumer accounts, account maintenance, business accounts as well as unsecured and collateralized loans. Ensures all engagements are resolved successfully in the members perspective.
Technology Education: Proactively educates members on emerging and existing self-serve technology and digital solutions such as mobile/online banking, bill pay, remote deposit capture and ITM services with a high level of member adoption.
Documentation and Reporting: Ensures that all necessary documentation and supporting materials are properly maintained, and that required reports are prepared as needed. All tasks are completed in a timely manner.
Referral Opportunities: Recognizes referral opportunities and refer members to internal business partners for specialized services including investments, mortgage, or commercial lending.
Team Support: Communicates effectively with all frontline areas to ensure exceptional member experience.
Other Duties Performs other job-related duties as assigned.