Financial Wellness Advisor

Nusenda Credit Union; Santa Fe (NM); Sur place; USD 45 000 - 65 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) matching

Professional development

Tuition assistance

Résumé du poste

Nusenda Credit Union is seeking a Full-Time Financial Consultant at the Southside Branch to help members achieve their financial goals through a consultative approach. You will open and close accounts, educate members on products, and refer to specialized departments as needed.

This role requires 3–5 years of related experience and a High School Diploma or GED. You’ll support the Teller line, handle transactions accurately, and deliver exceptional service in a team-focused environment.

Qualifications

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

Responsabilités

• Assist members with financial needs using a consultative, needs-based approach.
• Educate members on value-added products/services and open/close accounts.
• Refer members to specialized departments as needed.
• Support the Teller line when necessary.
• Process transactions accurately per policies and laws.

Connaissances

Consultative approach

Customer service

Communication

Accuracy

Problem resolution

Formation

High School Diploma or GED

Outils

Teller Platform Operations

Description du poste

Nusenda Credit Union is seeking a Full-Time Financial Consultant at the Southside Branch to help members achieve their financial goals through a consultative approach. You will open and close accounts, educate members on products, and refer to specialized departments as needed.

This role requires 3–5 years of related experience and a High School Diploma or GED. You’ll support the Teller line, handle transactions accurately, and deliver exceptional service in a team-focused environment.