Consultative Member Banking Advisor

Sandia Area Federal Credit Union; Rio Rancho, Northern (NM, KY); Hybrid; USD 28,000 - 34,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Company Pension Plan

401(k) with Employer Match

Short-Term Disability

Life Insurance

AD&D

Holiday Pay

Vacation

Floating Holiday

Sick Leave

Tuition Reimbursement

Career Advancement

Job summary

Sandia Area Federal Credit Union is seeking a Member Consultant in Rio Rancho, NM. This full-time, onsite role combines relationship-building with hands-on financial expertise to help members with everyday banking and financial guidance.

You will open accounts, assist with loan applications, and ensure accurate cash handling while meeting branch goals. The position offers strong benefits and career advancement opportunities within a community-focused credit union.

Qualifications

• Strong interpersonal and member service skills to cultivate meaningful relationships.
• Ability to explain and recommend financial products using a consultative, member-first approach.
• Adept at learning and utilizing new banking technologies, systems, and processes.

Responsibilities

• Consultative Service: Build member relationships, open accounts, and guide members through loan applications.
• Transaction Accuracy: Securely handle cash, process financial transactions, and balance drawers flawlessly.
• Member Advocacy: Proactively identify financial needs to meet or exceed branch goals.
• Branch Agility: Adapt to changing branch needs, assisting with opening, closing, and routine operations.
• Regulatory Compliance: Adhere to credit union policies, financial laws, BSA, and OFAC regulations.

Skills

Interpersonal skills

Member service

Financial product knowledge

Banking tech literacy

Attention to detail

Problem solving

Education

High School Diploma or GED

Tools

Banking software

Job description

Sandia Area Federal Credit Union is seeking a Member Consultant in Rio Rancho, NM. This full-time, onsite role combines relationship-building with hands-on financial expertise to help members with everyday banking and financial guidance.

You will open accounts, assist with loan applications, and ensure accurate cash handling while meeting branch goals. The position offers strong benefits and career advancement opportunities within a community-focused credit union.