Growth-Oriented Financial Services Consultant I

Sunward; Albuquerque (NM); On-site; USD 28,000 - 30,000; Full time

Job summary

Sunward in Albuquerque is seeking a Financial Services Consultant 1 to support credit union members with friendly, accurate service and essential transactions. You’ll engage customers in needs-based conversations, promote basic banking products, open accounts, and assist with loans under supervision.

The role blends service with entry-level sales goals and ongoing coaching to build financial service skills.

Qualifications

• Experience in customer service or retail, with goal-oriented familiarity.
• Knowledge of basic financial concepts and willingness to learn procedures.

Responsibilities

• Proactively identify member needs and recommend appropriate products and services.
• Process routine member transactions with accuracy and adherence to procedures.
• Open new memberships and standard deposit accounts.
• Support basic consumer loan origination and servicing under supervision.
• Educate members on digital banking tools and self-service options.
• Assist with lobby management and scheduling appointments.

Skills

Interpersonal communication

Customer service

Attention to detail

Teamwork

Adaptability

Education

High school diploma or GED

Tools

Microsoft Office

Job description

Sunward in Albuquerque is seeking a Financial Services Consultant 1 to support credit union members with friendly, accurate service and essential transactions. You’ll engage customers in needs-based conversations, promote basic banking products, open accounts, and assist with loans under supervision.

The role blends service with entry-level sales goals and ongoing coaching to build financial service skills.