Financial Consultant

Nusenda Credit Union; Albuquerque (NM); On-site; USD 42,000 - 56,000; Full time

Job summary

Nusenda Credit Union in Albuquerque's Journal Center Branch seeks a Financial Consultant to assist members with needs-based financial solutions, educate on products, and process a range of transactions with accuracy. The role emphasizes member service and referral to services such as loans, accounts, and investments.

Preferred candidates have 3–5 years of related experience, a High School Diploma or GED, and a commitment to outstanding service in a community-focused credit union environment.

Qualifications

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

Responsibilities

• Assist members with their financial needs through a consultative needs-based approach.
• Identify and educate members on value-added products/services to meet individual needs, including accounts and consumer loans.
• Refer members to specialized departments as needed.
• Support the Teller line, as needed.
• Handle problem resolution with your authority level.
• Process transactions with a high degree of accuracy.

Skills

Teller operations

Platform operations

Customer service

Multitasking

Communication

Education

High School Diploma or GED

Job description

Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values.

As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more!

Thank you for your interest in joining the Nusenda team!

We are currently seeking a Full-Time Financial Consultant to join our Journal Center Branch who can work 37-40 hours per week, with open availability Monday-Friday.

As a Financial Consultant, you will be a trusted financial resource to existing and potential members by utilizing a consultative approach to evaluate, educate and fulfill members’ financial needs. You will show adaptability and knowledge regarding all functions and processes of both the teller and platform operations. You will identify opportunity to refer members to business services, mortgage services, home equity lending, and investment services as needed.

What You’ll Do

• Assist members with their financial needs through a consultative needs-based approach.


• Identify and educate members on value-added products/services to meet individual needs to include opening and closing accounts/memberships, consumer loans (excluding home loan products), and answering questions about products and services.


• Refer members to specialized departments, as needed.


• Support the Teller line, as needed.


• Handle problem resolution with your authority level.


• Process transactions in accordance with established policies, procedures, laws and regulations, and with a high degree of accuracy.

What You’ll Need

• Three to five years of similar or related experience


• High School Diploma or GED

Key Skills And Experience

• Knowledge of Teller and Platform Operations.


• Ability to provide exceptional service.


• Accuracy in numbers, procedural detail, processing, and balancing negotiable instruments.


• Must be able to handle multiple responsibilities, meet deadlines, deal with sensitive information and handle problem resolution.


• Effectively communicate with internal and external customers appropriately via in person, email, etc.

Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.