Financial Consultant: Member Services & Guidance

Nusenda Credit Union; Rio Rancho (NM); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health & wellness benefits

401(k) matching

Professional development

Tuition assistance

Job summary

Nusenda Credit Union is seeking a Full-Time Financial Consultant at our Unser Branch to join our team. You will work 37-40 hours per week, Monday-Saturday, providing consultative financial services and supporting teller/platform operations.

You will educate members on products and services, refer to specialized departments, and process transactions with accuracy while delivering exceptional service.

Qualifications

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

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 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.

Skills

Teller Operations

Platform Operations

Customer Service

Attention to detail

Multitasking

Communication

Education

High School Diploma or GED

Job description

Nusenda Credit Union is seeking a Full-Time Financial Consultant at our Unser Branch to join our team. You will work 37-40 hours per week, Monday-Saturday, providing consultative financial services and supporting teller/platform operations.

You will educate members on products and services, refer to specialized departments, and process transactions with accuracy while delivering exceptional service.