Financial Consultant - Member Advisory & Banking

Nusenda-Credit-Union; Rio Rancho (NM); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health and wellness options

401(k) matching contributions

Professional development

Tuition assistance

Job summary

Nusenda Credit Union is seeking a Full-Time Financial Consultant at Unser Branch to join our team. You will serve as a trusted financial resource for existing and potential members, using a consultative approach to evaluate, educate and fulfill financial needs.

You will support teller and platform operations, refer members to business services, mortgage lending, and investment services as needed, while delivering exceptional service in a fast-paced 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, consumer loans, 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 accurately following policies, laws and regulations.

Skills

Consultative selling

Exceptional customer service

Effective communication

Attention to detail

Education

High School Diploma

Job description

Nusenda Credit Union is seeking a Full-Time Financial Consultant at Unser Branch to join our team. You will serve as a trusted financial resource for existing and potential members, using a consultative approach to evaluate, educate and fulfill financial needs.

You will support teller and platform operations, refer members to business services, mortgage lending, and investment services as needed, while delivering exceptional service in a fast-paced environment.