Member Consultant

Purdue Federal Credit Union; Crown Point (IN); On-site; USD 36,000 - 48,000; Full time

Job summary

Purdue Federal Credit Union is seeking an in-branch Teller/Member Services position at the Crown Point location. The role focuses on delivering exceptional member service through accurate teller transactions and proactive account maintenance assistance.

You will support card issuance and notary needs while educating members on electronic banking options. Preferred candidates have at least one year of direct customer service experience in a financial setting, strong cash handling ability, and

Qualifications

• Handle cash and non-cash transactions accurately.
• Resolve account discrepancies and educate members on electronic services.
• Maintain and issue cards, verify authenticity of items, and assist with notary as needed.
• Build relationships with members and refer to specialist teams when appropriate.

Responsibilities

• Perform cash and non-cash transactions such as cashing checks and processing transfers.
• Assist members with account maintenance, disputes, and changes; promote electronic services.
• Handle card-related tasks, including activation, blocking, fraud research, and logging card activity.
• Refer members to Purdue Fed team members for product guidance and encourage self-service banking.

Skills

Cash handling

Customer service

Communication skills

Interpersonal skills

Multi-tasking

Problem solving

Education

High School Diploma or equivalent

Tools

Fiserv

DocuSign

Meridian Link

Job description

Broadway St Branch
11330 Broadway
Crown Point, IN 46307, USA

• On-site
• Retail Delivery
• Full-Time
• Requisition #: MEMBE001097

Description

The key purpose of this position is to provide an exceptional in-branch member experience by handling all basic member needs including teller transactions, account maintenance, educating members, making recommendations, and card issues.

Duties and Responsibilities (Essential Functions):

Responsible for performing a variety of cash and non-cash transactions. This includes:

• Cashing checks
• Processing funds transfers
• Processing loan payments
• Verifying authenticity of negotiable instruments
• Selling cashier’s checks, teller’s checks, and money orders
• Help with end of day balancing if necessary
• Notary services

Responsible for assisting members with their account maintenance needs. This can include but is not limited to the following:

• Resolving account discrepancies by performing file maintenance and account changes as applicable (disputes, unauthorized transactions, stop payments, change of address, name changes, wires, add/remove joints and beneficiaries, etc.)
• Educating and helping members with electronic services including automated phone system, Mobile Banking App, Online Banking, MRDC, etc.
• Research and resolve account issues

Responsible for performing various card (ATM and Debit) related functions. This includes:

• Creating, blocking, and activating credit cards, ATM cards, or EMV debit cards
• Maintaining an accurate log of cards processed, destroyed, and received
• Researching fraud, transaction history, payments, and purchases
• Completing loss and stolen reports as needed
• Act as a liaison between member and Card Services department
• Balancing instant issue card machine and doing card stock inventory daily

Referrals:

• Maintain and deepen relationships with credit union members
• Identify needs and refer members to Purdue Fed team members who have expertise in those products and services
• Encourage members to use self-service banking solutions

Additional Requirements:

• Analytical Skills - Ability to analyze applications, reports, data, and documents required to continue the request (CIP, credit reports, etc.…)
• People Skills - Ability to quickly and effectively build relationships through listening and interacting with members and associates.
• Problems Solving Skills - To effectively and efficiently arrive at a solution to various problems encountered.
• Communication Skills - Being able to discuss items with members and co-workers in a clear and precise manner while being an active listener.
• Interpersonal Skills - Working as part of a team to build positive work relationships and experience, serve members and achieve branch goals.
• Multi-tasking Skills - - Prioritizing and working on multiple tasks as required in a timely manner.
• Mathematical Skills - To ensure calculations are done correctly by using basic mathematical skills.
• Cash Handling Skills - Being able to handle high volume of cash through the workday.
• Company Specific Software - Fiserv, DocuSign, Meridian Link, and others

Qualifications

Education

Required

High School Diploma or Equivalent or better in Other.

Experience

Required

1 year: Direct customer-service and/or sales experience

Preferred

Previous retail banking is a plus

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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.