PT Member Relationship Consultant - Troy

Credit Union ONE•Troy, MI

12d•Onsite

About The Position

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

Requirements

High school diploma or GED.
At least two years of work-related experience as a Member Service Consultant and/or Relationship Banker in the financial industry. Relevant experience should include financial services, retail, or general sales; applicable educational experience may include in-house training, formal schooling, or financial-industry-related curriculum.
Strong familiarity with digital banking channels such as ATMs, online banking, and mobile banking.
Consistently deliver the Credit Union ONE service process and demonstrate a commitment to great member service.
Work ethic consistent with Credit Union ONE Core Values and delivery of its Value Proposition.
Ability to contribute energy, enthusiasm, and engagement in the branch; creativity and latitude are required.
Strong knowledge of credit union data-processing system functions related to processing member transactions.
Obtain and maintain NMLS registration within six months of hire.
Take real estate loan applications within six months of NMLS registration.
Written and spoken fluency in a foreign language may be required depending on branch assignment.
Expert skills operating computer terminals, personal computers, mobile and electronic devices, mainframe computer systems, and word-processing and spreadsheet software.
Intermediate typing and math skills to meet production needs.
Exceptional verbal, written, and interpersonal communication skills, including the ability to follow instructions; read, analyze, and interpret documents; understand procedures; write correspondence; and communicate clearly with members and employees.
Exceptional oral communication skills and the ability to demonstrate relevant convenience devices onsite.
Ability to handle complex problems involving multiple facets and variables in non-standardized situations.
Ability to perform duties without supervision.

Responsibilities

Provide an exceptional in-branch member experience.
Build and deepen member relationships by proactively uncovering financial needs.
Process financial transactions, including check cashing, withdrawals, deposits, and loan payments.
Take applications for and close consumer, home equity, 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.
Meet or exceed assigned sales goals.
Adhere to operational policies and procedures.