In-Branch Member Advisor

Socket.dev; Westminster (CO); On-site; USD 28,000 - 35,000; Full time

Job summary

Socket.dev in Westminster, CO is seeking an entry-level Member Consultant to deliver an exceptional in-branch experience. You will process transactions, educate members on banking products, and open consumer and deposit accounts while guiding customers to appropriate specialists.

This role emphasizes building relationships, promoting self-service options, and ensuring accurate documentation. A high school diploma and 2+ years of customer service are preferred, with day shifts and branch teamwork

Qualifications

• High School diploma or equivalent.
• Experience in retail or customer service environment preferred.
• Knowledge of financial products and services offered by credit unions or banks is a plus.

Responsibilities

• Establish new member relationships and open appropriate consumer and deposit accounts.
• Retain and build existing member relationships using a consultative approach.
• Advise members of relevant products and services.
• Provide account servicing and maintenance and assist with problem resolution.
• Promote self-service banking options (online banking, mobile apps).
• Process transactions accurately and efficiently and refer complex cases to specialists.

Skills

communication

time management

sales

relationship building

problem solving

critical thinking

customer service

Education

High School diploma

Job description

Socket.dev in Westminster, CO is seeking an entry-level Member Consultant to deliver an exceptional in-branch experience. You will process transactions, educate members on banking products, and open consumer and deposit accounts while guiding customers to appropriate specialists.

This role emphasizes building relationships, promoting self-service options, and ensuring accurate documentation. A high school diploma and 2+ years of customer service are preferred, with day shifts and branch teamwork