Member Solutions Specialist

Heartland Credit Union (Kansas) • Hutchinson, KS

10d • Onsite

About The Position

Heartland Credit Union is seeking a friendly, motivated Member Solutions Specialist to assist members with opening new accounts, loans and credit cards, and connect members with HCU products and services that fit their needs. If you have strong communication skills, enjoy providing exceptional service, and want to make a positive impact in members' lives, we'd love to have you on our team!
ABOUT HEARTLAND
Heartland Credit Union is not-for-profit financial institution that has provided exceptional member service for over 75 years by delivering solutions, earning trust, and building relationships! As we continue to grow, we need great talent like you to be a part of our team and culture. HCU locations in Kansas include Wichita, Hutchinson, Newton, Haven, Hays, and Ness City. Learn more about Heartland Credit Union by going to www.hcu.coop.
WORK DETAILS
The successful candidate will work at our Support Center located in Hutchinson Kansas at 4000 N. Monroe!
Hours: Monday-Friday 8am - 5pm, works rotating Saturdays from 9am - 12pm

Requirements

• High school graduate; two-year college degree preferred.
• One to three years of similar or related experience.
• Previous experience with full-service financial institution and sales preferred.
• Solid written, verbal and public relation skills.
• Solid time management skills and ability to organize, prioritize, and perform multiple tasks simultaneously.
• Strong analytical skills.
• Proficient in MS Office programs.
• Requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Will be subject to the required registration process, which includes fingerprinting and a criminal background screening. Fees are paid for by Heartland Credit Union.
• Will become a Certified Credit Union Financial Counselor (CCUFC) through CUNA's FiCEP program. Certification fees are paid for by Heartland Credit Union.
• Sedentary work; stationary most of the time.
• EOE: race, color, religion, sex, national origin, disability, protected veterans.

Nice To Haves

• High school graduate; two-year college degree preferred.
• One to three years of similar or related experience.
• Previous experience with full-service financial institution and sales preferred.

Responsibilities

• Guides members through the borrowing processes from education/pre‐qualification to receiving, reviewing and processing the loan application for consumer (auto, personal, and consolidation), home equity, credit card, and overdraft account loans.
• Meet with loan applicants to evaluate and verify loan applications and credit criteria. Computes debt ratios, verifies employment, income and determines collateral.
• Meets assigned monthly goals for deposits, loans, loan protection products, memberships, new checking accounts, referrals and debit and/or credit cards.
• Presents and explains HCU services and products to members and assists in meeting their financial needs including opening new accounts (checking, savings, IRA's, etc.), renewing and redeeming certificate accounts.
• Expands member base through consultative sales techniques and referrals.
• Compares and evaluates possible products and services in order to provide product and service recommendations to best meet our members needs and financial circumstances.
• Expected to meet assigned monthly goals for deposits, loans, loan protection products, memberships, new checking accounts, referrals and debit and/or credit cards.
• Actively participate and represent Heartland in various community, civic, and professional organizations.
• Provides superior service to our members.
• Ensures members are promptly and professionally served.
• Cross-sells credit union products and services.
• Attends meetings and training sessions as required.
• Proactively supports and advances HCU's culture and brand.
• Performs all other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees