Financial Consultant & Member Services

Nusenda-Credit-Union; Santa Fe (NM); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health and wellness options

401(k) matching contributions

Professional development

Tuition assistance

Job summary

Nusenda Credit Union in Santa Fe, NM is seeking a Full-Time Financial Consultant at the Southside Branch to assist members with financial needs and educate them on products and services. This role requires dedication to exceptional service and the ability to balance multiple priorities.

You will support teller operations, refer clients to specialized departments, and handle transactions with precision while working a flexible schedule, 37-40 hours per week, Monday through Saturday.

Qualifications

• Three to five years of banking or related experience.
• High School Diploma or GED.
• Strong accuracy, attention to detail, and numerical ability.
• Excellent communication with customers and colleagues.
• Ability to refer members to business services, mortgage, home equity lending, and investment services.

Responsibilities

• Assist members with financial needs using a consultative needs-based approach.
• 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 within your authority.
• Process transactions with high accuracy per established policies, procedures, laws and regulations.

Skills

Teller Ops

Platform Ops

Customer service

Multitasking

Communication

Education

High School Diploma or GED

Job description

Nusenda Credit Union in Santa Fe, NM is seeking a Full-Time Financial Consultant at the Southside Branch to assist members with financial needs and educate them on products and services. This role requires dedication to exceptional service and the ability to balance multiple priorities.

You will support teller operations, refer clients to specialized departments, and handle transactions with precision while working a flexible schedule, 37-40 hours per week, Monday through Saturday.