Financial Consultant

Nusenda Credit Union; Santa Fe (NM); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Professional development

Tuition assistance

Job summary

Nusenda Credit Union is seeking a Full-Time Financial Consultant at the Southside Branch to help members achieve their financial goals through a consultative approach. You will open and close accounts, educate members on products, and refer to specialized departments as needed.

This role requires 3–5 years of related experience and a High School Diploma or GED. You’ll support the Teller line, handle transactions accurately, and deliver exceptional service in a team-focused environment.

Qualifications

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

Responsibilities

• Assist members with financial needs using a consultative, needs-based approach.
• Educate members on value-added products/services and open/close accounts.
• Refer members to specialized departments as needed.
• Support the Teller line when necessary.
• Process transactions accurately per policies and laws.

Skills

Consultative approach

Customer service

Communication

Accuracy

Problem resolution

Education

High School Diploma or GED

Tools

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

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.