Member-Centric Financial Services Consultant I

Gosunward; Albuquerque (NM); Presencial; USD 42 000 - 54 000; Tempo integral

Resumo da oferta

Gosunward in Albuquerque, NM is seeking an entry-level Financial Services Consultant 1 to assist members with routine transactions and build relationships. Proactive outreach and services will help deepen member connections while meeting branch objectives.

You will support deposit accounts, basic loans, and onboarding in training, with guidance from experienced colleagues to develop foundational skills in a credit union setting.

Qualificações

• Prior customer service experience required.
• Experience in financial services preferred.
• Willingness to perform outbound member outreach.
• Knowledge of digital banking tools recommended.

Responsabilidades

• Identify member needs and recommend products to strengthen relationships.
• Meet branch sales goals through proactive outreach and appointments.
• Assist with routine member transactions and account maintenance.
• Open new memberships and standard deposit accounts as policy directs.
• Support basic consumer loan origination and servicing following procedures.
• Educate members on digital banking tools and self-service options.
• Assist with lobby management and scheduling appointments with staff.
• Perform teller and platform functions with accuracy and compliance.
• Follow BSA/AML, OFAC, and privacy requirements; escalate as needed.
• Participate in training and coaching to build skills.

Conhecimentos

Interpersonal skills

Communication

Customer service

Sales awareness

Digital banking knowledge

Formação académica

High school diploma or GED

Ferramentas

MS Office

CRM software

Descrição da oferta de emprego

Gosunward in Albuquerque, NM is seeking an entry-level Financial Services Consultant 1 to assist members with routine transactions and build relationships. Proactive outreach and services will help deepen member connections while meeting branch objectives.

You will support deposit accounts, basic loans, and onboarding in training, with guidance from experienced colleagues to develop foundational skills in a credit union setting.