Member Relationship Consultant - Macomb

Credit Union ONEMacomb Township, MI
Onsite

About The Position

Responsible for providing an exceptional in-branch member experience. Builds & deepens relationships with members by proactively uncovering financial needs. Processes financial transactions including check cashing, withdrawals, deposits, & loan payments. Takes applications/closes consumer loans, home equity loans, & mortgage loans. Performs transactions on stationary & mobile devices. Identifies, troubleshoots & resolves member service issues. Manages a self-developed pipeline of members & prospects for future opportunities with the objective of meeting or exceeding assigned sales goals. This is a multi-faceted role and requires exceptional member service skills, product/service knowledge, technological expertise & attention to detail & adherence to operations policies & procedures.

Requirements

  • High School Diploma or General Education Degree (GED).
  • Minimum of two years of work-related experience as a Member Service Consultant and/or Relationship Banker in the financial industry.
  • Must hold a valid Michigan Credit Insurance License to receive paid incentive on sale of insurance product.
  • Obtain and maintain NMLS registration within 6 months of hire date.
  • Take real estate loan applications within 6 months of NMLS registration.
  • Expert skills in computer terminal, personal computer and mobile/electronic device operation; mainframe computer system; word processing and spreadsheet software programs.

Nice To Haves

  • Energizing force in the branch; someone who likes to be lead and sets a high pace of energy, enthusiasm and engagement with other employees and members.

Responsibilities

  • Provide an exceptional in-branch member experience.
  • Build and deepen relationships with members by proactively uncovering financial needs.
  • Process financial transactions including check cashing, withdrawals, deposits, and loan payments.
  • Take applications and close consumer loans, home equity loans, and mortgage loans.
  • Perform transactions on stationary and mobile devices.
  • Identify, troubleshoot, and resolve member service issues.
  • Manage a self-developed pipeline of members and prospects for future opportunities with the objective of meeting or exceeding assigned sales goals.

Benefits

  • medical
  • dental
  • vision insurance
  • advancement opportunities
  • paid holidays
  • tuition assistance
  • student loan repayment assistance
  • 401k
  • life insurance
  • paid time off
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