Member Service Consultant
About The Position
The Member Service Consultant will provide accurate, quality, timely, professional, confidential, and practical assistance in the lobby, drive-thru window, or by telephone. The position’s essential duties include the following: Demonstrate efficiency with financial transactions for checking, savings, and borrowing members. Follow policies, guidelines, and regulations to properly identify and authenticate account owners, ensuring the protection and confidentiality of non-public information. Assist prospective, new, and existing members with questions, inquiries, or requests on new or existing accounts. Promote credit union products and services by identifying member needs and cross-selling benefits. Deliver timely and exceptional service. Build meaningful relationships through conversations and establish trust with the membership. Balance and maintain ATMs. Troubleshoot minor problems with ATMs and cash recyclers. Performs other duties as assigned by the Manager or designee. Fulfill requests by performing clerical tasks and preparing mail, fax, or email delivery items.
Requirements
- Service and Quality Focused
- Adaptable
- Detail Oriented
- Collaborative and Team Oriented
- Self-Motivated
- Critical Thinker and Problem Solver
- Positive Attitude
- Exceptional Organization
- Excellent Communication Skills
- A high school diploma or GED is required.
- Six months to two years of experience in a Credit Union or other financial institution is required.
Responsibilities
- Provide accurate, quality, timely, professional, confidential, and practical assistance in the lobby, drive-thru window, or by telephone.
- Demonstrate efficiency with financial transactions for checking, savings, and borrowing members.
- Follow policies, guidelines, and regulations to properly identify and authenticate account owners, ensuring the protection and confidentiality of non-public information.
- Assist prospective, new, and existing members with questions, inquiries, or requests on new or existing accounts.
- Promote credit union products and services by identifying member needs and cross-selling benefits.
- Deliver timely and exceptional service.
- Build meaningful relationships through conversations and establish trust with the membership.
- Balance and maintain ATMs.
- Troubleshoot minor problems with ATMs and cash recyclers.
- Perform other duties as assigned by the Manager or designee.
- Fulfill requests by performing clerical tasks and preparing mail, fax, or email delivery items.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
