Financial Services Consultant I - Member Growth & Service

Gosunward; Albuquerque (NM); On-site; USD 42,000 - 52,000; Full time

Job summary

Gosunward is seeking an entry-level Financial Services Consultant 1 to support member transactions and sales goals in a credit union environment. You will learn deposit accounts, loans, and digital banking tools while building foundational skills.

You will perform routine branch activities, provide friendly service, and participate in outbound outreach to deepen member relationships under supervision.

Qualifications

• Prior customer service experience required; experience in a financial institution preferred.

Responsibilities

• Identify member needs and recommend appropriate products and services to strengthen financial relationships.
• Follow up on leads and deepen relationships to meet branch objectives.
• Open new memberships and standard deposit accounts (checking/savings) per policies.
• Support standard consumer loan origination and servicing per procedures.

Skills

Interpersonal communication

Customer service

Attention to detail

Phone/effective outreach

Education

High school diploma or GED

Tools

Microsoft Office

Digital banking tools

Job description

Gosunward is seeking an entry-level Financial Services Consultant 1 to support member transactions and sales goals in a credit union environment. You will learn deposit accounts, loans, and digital banking tools while building foundational skills.

You will perform routine branch activities, provide friendly service, and participate in outbound outreach to deepen member relationships under supervision.