Financial Consultant

Nusenda; Albuquerque, Northern (NM, KY); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Professional development

Tuition assistance

Job summary

Nusenda Credit Union is seeking a Financial Consultant for our North Valley Branch. This full-time role offers 37-40 hours per week with Monday-Saturday availability to serve members with a consultative approach.

You will evaluate members' financial needs and educate them on products, while supporting teller operations and referrals to other departments as needed. Strong accuracy and service mentality are essential.

Qualifications

• Minimum of 3–5 years of similar or related banking experience.
• High School Diploma or GED required.
• Strong customer service and communication skills; ability to handle multiple tasks and meet deadlines.

Responsibilities

• Assist members with financial needs using a consultative approach.
• Educate members on products/services to open/close accounts and discuss loans and services.
• Refer members to specialized departments as needed.
• Support Teller line and handle problem resolution with authority.
• Process transactions accurately per policies and regulations.

Skills

Customer service

Communication

Attention to detail

Multi-tasking

Education

High School Diploma or GED

Tools

Teller Operations

Platform Operations

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 North Valley Branch who can work 37-40 hours per week, with open availability Monday-Saturday.

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.

Opening Credit Cards

Intermediate

Lending

Some Knowledge

Behaviors

Team Player

Works well as a member of a group

Detail Oriented

Capable of carrying out a given task with all details necessary to get the task done well

Education

High School or better.

Experience

3 years: Banking, Financial Institutions

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.