Float Financial Consultant

Nusenda Credit Union; Albuquerque (NM); On-site; USD 45,000 - 60,000; Full time

Job summary

Nusenda Credit Union is seeking a Full-Time Float Financial Consultant to join our Float Team in Albuquerque, NM. You will work 37-40 hours per week with open availability Monday-Saturday, providing consultative financial guidance to members and supporting teller and platform operations.

You will assess members' financial needs, educate on products, refer to specialized departments, and process transactions accurately while upholding service standards and regulatory requirements.

Qualifications

• Three to five years of similar or related experience.
• High School Diploma or GED.
• Knowledge of Teller and Platform Operations.

Responsibilities

• Assist members with needs-based financial guidance.
• Educate members on value-added products and services.
• Refer members to specialized departments as needed.
• Support the Teller line when required.
• Handle problem resolution within authority.
• Process transactions with high accuracy.

Skills

Customer service

Teller operations

Platform operations

Attention to detail

Multi-tasking

Communication skills

Education

High School Diploma or GED

Job description

Overview

Nusenda Credit Union is dedicated to excellent member service and being a great place to work. Diversity, equity, and inclusion are part of our culture and values. We invest in people and their careers with competitive benefits including health and wellness options, 401(k) matching, professional development, and tuition assistance.

We are currently seeking a Full-Time Float Financial Consultant to join our Float Team who can work 37-40 hours per week, with open availability Monday-Saturday.

As a Financial Consultant, you will be a trusted financial resource to existing and potential members by using a consultative approach to evaluate, educate and fulfill members’ financial needs. You will be adaptable and knowledgeable regarding all functions and processes of both the teller and platform operations. You will identify opportunities to refer members to business services, mortgage services, home equity lending, and investment services as needed. You are experienced with and adaptable to all Teller and Platform functions.

What You’ll Do

• 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, including 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, with a high degree of accuracy.

What You’ll Need

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

Key Skills And Experience

• Knowledge of Teller and Platform Operations.
• Ability to provide exceptional service.
• Accuracy in numbers, procedural detail, processing, and balancing negotiable instruments.
• Ability to handle multiple responsibilities, meet deadlines, deal with sensitive information, and handle problem resolution.
• Effective communication with internal and external customers via in person and email.

Nusenda Credit Union is an equal opportunity employer. All aspects of employment—including the decision to hire, promote, discipline, or discharge—will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.