Dynamic Float Financial Consultant

Nusenda Services, LLC.; Albuquerque (NM); On-site; USD 42,000 - 56,000; Full time

Job summary

Nusenda Credit Union is seeking a Full-Time Float Financial Consultant to join our Float Team who can work 37-40 hours per week, with open availability Monday-Saturday. As a Financial Consultant, you will be a trusted resource to members by using a consultative approach to evaluate, educate and fulfill financial needs.

You will identify opportunities to refer members to business services, mortgage services, home equity lending, and investment services as needed, and will be experienced with

Qualifications

• Three to five years of related experience.
• High School Diploma or GED required.

Responsibilities

• Assist members with financial needs using a consultative approach.
• Educate members on value-added products/services to meet individual needs, including opening/closing accounts and consumer loans.
• Refer members to specialized departments as needed.
• Support the Teller line as required.
• Handle problem resolution within authority.
• Process transactions with high accuracy and in line with policies and regulations.

Skills

Knowledge of Teller operations

Platform operations knowledge

Exceptional service

Numerical accuracy

Multi-tasking & problem resolution

Effective communication

Education

High School Diploma or GED

Job description

Nusenda Credit Union is seeking a Full-Time Float Financial Consultant to join our Float Team who can work 37-40 hours per week, with open availability Monday-Saturday. As a Financial Consultant, you will be a trusted resource to members by using a consultative approach to evaluate, educate and fulfill financial needs.

You will identify opportunities to refer members to business services, mortgage services, home equity lending, and investment services as needed, and will be experienced with