Financial Consultant: Member Banking Advisor

Nusenda Credit Union

Saint Michaels (MD)

On-site

USD 45,000 - 60,000

Full time

5 days ago

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Job summary

Nusenda Credit Union is seeking a Full-Time Financial Consultant at our St. Michaels Branch. The role involves advising members and handling accounts with a consultative approach, Monday-Saturday availability, and a focus on accuracy and service excellence.

Ideal candidates have 3–5 years in banking or financial services, strong teller/platform knowledge, and a commitment to community-focused service. This position offers a collaborative team environment and opportunities for growth.

Qualifications

Knowledge of Teller and Platform Operations.
Ability to provide exceptional service.
Accuracy in numbers, procedural detail, processing, and balancing negotiable instruments.
Must handle multiple responsibilities and meet deadlines with sensitive information.
Communicate effectively with internal and external customers in person or email.

Responsibilities

Assist members with financial needs using a consultative needs-based approach.
Educate members on value-added products/services to meet needs for accounts and loans (excludes home loans).
Refer members to specialized departments as needed.
Support the Teller line as needed.
Resolve problems within your authority level.
Process transactions with accuracy per policies, laws and regulations.