Member-Centric Banking Consultant I

Gosunward; Farmington (NM); On-site; USD 42,000 - 56,000; Full time

Job summary

Gosunward in Farmington, NM seeks an entry-level Financial Services Consultant 1 to help grow credit union member relationships. You will greet members, process routine transactions, and contribute to branch sales through needs-based conversations and occasional outbound outreach.

You will learn deposit accounts, consumer loans, and digital banking tools, with coaching from experienced colleagues. This role emphasizes accuracy, compliance, and friendly service within defined workflows and

Qualifications

• Prior customer service experience required.
• Experience in financial or service industry preferred.
• Willingness to learn product offerings and processes.

Responsibilities

• Identify member needs and recommend products to strengthen relationships.
• Meet branch sales goals through proactive outreach.
• Provide friendly service for routine transactions.
• Open new memberships and deposit accounts.
• Assist with loan origination and servicing per procedures.
• Educate members on digital banking tools.
• Support lobby management and scheduling.
• Perform teller and platform functions.
• Follow privacy and compliance requirements.

Skills

Interpersonal skills

Communication skills

Customer service

Sales outreach

Problem solving

Education

High school diploma or GED

Tools

Microsoft Office

CRM systems

Job description

Gosunward in Farmington, NM seeks an entry-level Financial Services Consultant 1 to help grow credit union member relationships. You will greet members, process routine transactions, and contribute to branch sales through needs-based conversations and occasional outbound outreach.

You will learn deposit accounts, consumer loans, and digital banking tools, with coaching from experienced colleagues. This role emphasizes accuracy, compliance, and friendly service within defined workflows and