Flexible Member Experience Consultant - Branch Banking

Dutch Point Credit Union; Hartford (CT); On-site; USD 68,770,000 - 80,231,000; Full time

Job summary

Dutch Point Credit Union is seeking a Flex Member Experience Consultant II to provide comprehensive in-person service across multiple branches in the Greater Hartford area. You will handle transactions and account needs while supporting consumer loan origination and contributing to branch sales, service, and operations.

You will promote digital services, guide members through applications, and stay updated on products, policies, and technology to meet branch goals and regulatory requirements.

Qualifications

• Two to four years of retail banking or financial services experience.
• Strong communication, interpersonal, problem-solving, and relationship-building skills.
• Ability to manage multiple tasks efficiently in a fast-paced environment and deliver accurate, member-focused service.
• Basic knowledge of financial products and services and the ability to identify member needs and recommend appropriate solutions.
• Proficiency in computer applications and banking software.
• Commitment to professionalism, accuracy, compliance, confidentiality, and Dutch Point Credit Union Member Service Standards.
• Ability to complete annual BSA training and follow BSA- and OFAC-related policies and procedures.

Responsibilities

• Provide friendly, efficient, and accurate in-person service while welcoming members, managing lobby flow, and maintaining a professional branch environment.
• Process deposits, withdrawals, loan payments, account inquiries, and other daily transactions with precision and attention to detail.
• Open and close accounts, complete service requests, and ensure required documentation is accurate and complete.
• Understand member needs and recommend appropriate financial products and services that support their goals while contributing to branch sales and referral expectations.
• Promote and educate members about digital services and help them use available banking tools confidently.
• After demonstrating proficiency, guide members through consumer loan origination, excluding real estate loans. Explain available options, support members throughout the application process, and collect required documentation.
• Address and resolve member questions and issues with thorough, accurate information and sound judgment, and actively seek member referrals to support membership growth.
• Support branch operations and team goals by staying current on products, policies, procedures, and technology; completing opening and closing duties as assigned; and following regulatory, BSA, OFAC, security, and operational requirements.

Skills

Retail banking experience

Customer service

Communication skills

Problem-solving

Relationship-building

Multi-tasking

Banking software proficiency

Education

Associate degree in business or finance

Tools

Banking software

Job description

Dutch Point Credit Union is seeking a Flex Member Experience Consultant II to provide comprehensive in-person service across multiple branches in the Greater Hartford area. You will handle transactions and account needs while supporting consumer loan origination and contributing to branch sales, service, and operations.

You will promote digital services, guide members through applications, and stay updated on products, policies, and technology to meet branch goals and regulatory requirements.