Personal Financial Consultant II

Copper State Credit Union•Anthem, AZ

11h•Onsite

About The Position

Are you looking for an opportunity to let your skills shine? Come join the team at Copper State Credit Union! We aren't so small that growth opportunities are scarce and we aren't so big that you'll get lost in the shuffle. With only 140 employees, we are able to offer similar products and services as our larger competitors, but on a more personalized scale, both with our members and our employees. This approach provides our employees the opportunity to get involved in the organization in a way they may not be able to, in the corporate world. At Copper State Credit Union, we value the contributions of our employees and actively look for ways to be collaborative, within all levels of the organization. Here, you will have the opportunity to roll up your shirtsleeves, put your unique skills to work, and have a voice in developing your role from the ground up.

Requirements

Requires education equivalent to a four-year high school education or general education degree (GED).
At least 1 year of customer service and/or cash handling experience required or early mastery of Personal Financial Consultant I skills required.
Professional well developed interpersonal skills essential for servicing credit union members and projecting a positive image as representative for the credit union.
Approaches others in a tactful manner, reacts well under pressure, accepts responsibility for own actions, and follows through on commitments.
Requires sound and accurate judgment.
Displays a willingness to make decisions in a timely manner, usually within established guidelines.
Includes appropriate people in decision-making process and can support and explain reasoning for decisions.
Requires excellent interviewing and interpersonal skills, ability to listen to members’ needs and promote appropriate credit union products and services.
Knowledge of PC applications including Word and Excel required.
Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.)

Nice To Haves

Some post-secondary education preferred.
At least 1 year previous teller experience in a financial institution preferred.
Knowledge of consumer lending and account opening and servicing preferred.
Experience with automated core banking system preferred.
Experience utilizing smart phone and tablet applications preferred.

Responsibilities

Process all cash and non-cash transactions such as payments, transfers, withdrawals, incoming and outgoing wire transfer requests, stop payments on share draft and credit union checks.
Assist with vault counting, balancing, and the ordering of cash.
Balance night drop, branch, ATMs, money orders, etc.
Interview members to discuss member’s overall financial position and complete all aspects of the account opening process for savings, checking, business accounts, credit cards, money markets, and CDs.
Actively cross-sell credit union products and services, making recommendations to members, and, if appropriate, referrals to business partners including consumer lending, mortgage lending, and financial advisors.
Make contact with existing members to proactively seek new memberships, increase sales opportunities and provide follow-up service.
Respond to member inquiries regarding credit union services and/or account discrepancies.
Obtain and route necessary information to support departments for extensive account research and/or adjustments.
Work closely with other departments in obtaining information and ascertaining necessary corrections.
Coordinate a response to member inquiries and ensures prompt answers.