Float Financial Consultant

Nusenda-Credit-Union; Albuquerque (NM); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health and wellness options

401(k) matching contributions

Professional development

Tuition assistance

Job summary

Nusenda Credit Union is hiring a Full-Time Float Financial Consultant to join our Float Team in Albuquerque. The role supports 37-40 hours per week with open availability Monday-Saturday and includes a 5% Float Differential for versatility across branches.

The Financial Consultant provides consultative service to members, educates on products, refers to specialists, and supports teller/platform operations. A high level of accuracy and multi-branch adaptability are required.

Qualifications

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

Responsibilities

• Assist members with their financial needs through a consultative approach.
• Identify and educate members on value-added products/services to meet individual needs.
• Refer members to specialized departments as needed.
• Support the Teller line, as needed.
• Handle problem resolution with your authority level.
• Process transactions with a high degree of accuracy and in compliance with policies.

Skills

Teller ops

Platform ops

Customer service

Attention to detail

Education

High School Diploma or GED

Job description

Nusenda Credit Union is dedicated to excellent member service and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values.

As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more!

Thank you for your interest in joining the Nusenda team!

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 member of our Float Team, you will receive a 5% Float Differential in recognition of the versatility, and adaptability required to support multiple branch locations and meet the evolving needs of our member.

As a Financial Consultant, you will be a trusted financial resource to existing and potential members by utilizing a consultative approach to evaluate, educate and fulfill members’ financial needs. You will show adaptability and knowledge regarding all functions and processes of both the teller and platform operations. You will identify opportunity 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 to include 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, and 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.
• Must be able to handle multiple responsibilities, meet deadlines, deal with sensitive information and handle problem resolution.
• Effectively communicate with internal and external customers appropriately via in person, email, etc.

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.

Qualifications

Skills

Preferred

Lending

Some Knowledge

Opening Credit Cards

Intermediate

Behaviors

Preferred

Detail Oriented

Capable of carrying out a given task with all details necessary to get the task done well

Team Player

Works well as a member of a group

Experience

Preferred

3 years:

Banking, Financial Institutions

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.