Financial Services Consultant

Utilities Employees Credit Union; Spring Ridge (PA); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Utilities Employees Credit Union (UECU) is seeking a Financial Services Consultant to assist members with consumer loan and mortgage discussions, guiding them through the application process while delivering a relationship-focused experience.

This hybrid role combines on-site collaboration with remote flexibility, supports cross-department coordination, and ensures accurate, confidential handling of member information in line with credit union policies.

Qualifications

• High school diploma or equivalent.
• At least three years of customer service experience.
• Credit union/financial services experience preferred.
• Mortgage application or loan processing experience preferred.
• Strong communication, sales and member service skills.

Responsibilities

• Respond to member inquiries by phone, email, online channels, and in person.
• Promote UE CU products and services.
• Conduct outreach and follow-up to ensure a smooth member experience.
• Support application-related steps and ensure confidentiality and compliance.

Skills

Communication

Sales

Customer service

Member service

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Utilities Employees Credit Union - UECU

Financial Services Consultant - Hybrid Work Schedule

Position Summary

Utilities Employees Credit Union (UECU) is seeking a Financial Services Consultant to support members through consumer loan and mortgage application conversations while delivering a positive, relationship-focused member experience. This hybrid role offers a balance of on-site collaboration and remote flexibility.

This position helps members identify borrowing needs, understand available consumer and mortgage options, begin the application process, and gather required information or documentation. The role also partners with Lending Services, Deposit Services, the Call Center, Marketing, and Business Development to ensure timely follow-up and a smooth member experience.

Responsibilities include responding to member inquiries by phone, email, online channels, and in person; promoting appropriate UECU products and services; conducting outreach; supporting application-related next steps; and ensuring accuracy, confidentiality, and compliance with credit union policies, procedures, and regulatory requirements.

Qualified candidates typically have a high school diploma or equivalent and at least three years of customer service experience. Credit union, financial services, consumer lending, mortgage application, or loan-processing experience is preferred, along with strong communication, sales, member service, and Microsoft Office skills.

Offers of employment are contingent upon passing pre-employment screenings which consist of drug test, background check, and credit check.