Member Consultant

Superior Choice Credit Union•Rice Lake, WI

About The Position

Superior Choice Credit Union is hiring a Member Consultant to help members manage financial needs and deliver a positive experience through phone and virtual channels. The role serves as a trusted financial guide and relationship builder, supporting members through calls, messages, and other virtual interactions. It involves answering questions, resolving account concerns, assisting with requests, and helping members discover products and services suited to their financial goals. The position also supports accurate account records and adherence to credit union policies, procedures, and compliance expectations. The ideal candidate enjoys helping people, communicating professionally, solving problems, and building relationships. They are dependable, detail-oriented, comfortable learning systems and procedures, and able to work independently as well as with a team.

Requirements

High school diploma or GED.
One to three years of customer service, call center, financial services, banking, or related experience.
Effective and professional communication, especially over the phone.
Problem-solving skills and an interest in helping members find solutions.
Integrity and ability to maintain confidentiality.
Organization, attention to detail, and consistent adherence to procedures.
Comfort using computers, email, the internet, and multiple software systems simultaneously.
Positive attitude, self-motivation, and ability to work independently and as part of a team.

Responsibilities

Provide service to members through inbound and outbound phone calls and other virtual communication channels.
Answer member questions and resolve account-related concerns professionally, accurately, and efficiently.
Assist members with account and service requests.
Help members discover products and services that support their financial goals.
Conduct proactive outreach calls to strengthen member relationships and engagement.
Build meaningful relationships through service and genuine conversations.
Maintain accurate member account information and keep records up to date.
Support credit union policies, procedures, and compliance expectations.
Stay informed about products, services, and operating procedures to support members effectively.