Member Consultant

Socket.dev; Pensacola (FL); On-site; USD 48,000 - 52,000; Full time

Benefits offered by this job

Education assistance up to $15K

Student loan payoff

Adoption assistance

Wellness programs

Gym reimbursement

Career development resources

Financial wellness resources

Technology purchase assistance

PTO 20 days

Parental leave

Retirement plan

Health, dental, vision plans

Telehealth services

Short-term disability

Job summary

PenAir Credit Union in Pensacola is seeking a dynamic member service professional to enhance members’ lives in a digital retail banking setting. You will proactively handle advanced sales and service, discover members’ needs, and offer suitable solutions with high acceptance.

You will guide customers through mobile and online banking, remote deposit, and ITM services, mentor new teammates, and ensure accurate documentation.

Qualifications

• Minimum three years of financial institution experience in member service or cash operations.
• High school diploma or equivalent required.
• Ability to multitask in a fast-paced environment.
• Strong interpersonal skills and courtesy are essential.

Responsibilities

• Assist members with services in a digital retail banking environment.
• Educate members on mobile/online banking and ITM services.
• Document interactions and refer to internal partners for specialized services.

Skills

Member service

Cash handling

Sales experience

Communication

Education

High school diploma or equivalent

Job description

Company Description

Since 1936 PenAir® Credit Union has been the catalyst where community, resources, and impact come together and produce a powerful force for good. We have a unique culture and we’re passionate about it. Grown from the values we hold most dear, three guiding principles shape how we see the people we serve, the community around us, and our role within it. These guiding principles are Respect, Service, and Communerosity® and they’re woven throughout our culture.

PenAir is where people and community, resources and expertise align with your values to create real impact. Generational impact through strong financial education and support. We care about the things you care about. As the largest and oldest credit union in Pensacola, Florida, with more than $2.5 billion in assets, our purpose is to enhance the lives of those we serve in the Florida Panhandle, Southern Alabama, and Virginia.

Careers
Do you have a passion for helping others?
Currently, PenAir provides access to 15 convenient locations across Mobile and Baldwin counties in Alabama and Escambia, Santa Rosa, Okaloosa and Bay counties in Florida. Join us and become a powerful force for good - after all we live, work, and play here too.

Join the team. You’ll fit right in.
Take control of your future by mapping out a career at PenAir. Working with us means you can shape your professional experience to suit your dreams. We offer valuable resources that provide you the opportunity to build upon and strengthen your skills. Whether it be a career path in advising our members directly on products and services, guiding them through major purchase decisions on a home or vehicle, or even helping build the technology and processes behind the scenes, there is a place for everyone at Pen Air! Success looks different for everyone. Where will your journey take you?

The PenAir difference.
Just like we strive to be a force for good at work, Pen Air works just as hard to supply employees with a total rewards package that includes competitive salaries and meaningful benefits.

Holistic Amenities:

• Up to $15K available for continuing education
• Student Loan Paydown
• Adoption Assistance Reimbursement
• Wellness Programs
• Gym membership reimbursement
• Formal Career Development Resources
• Financial Wellness Resources
• Purchase assistance with computers and fitness equipment.

Benefits Package Highlights:

• Generous PTO Plan—20 days for new hires
• Paid Maternal & Parental Leave
• Competitive Retirement Plan
• Competitive medical, dental & vision plans
• Company paid Telehealth services.
• Company paid Short Term Disability
• And more......!

The starting wage for this role is $24.15 per hour.

About the role:

Enhances members’ lives in a digital retail financial environment by proactively handling advanced sales and service. Identifies members' needs through discovery and advice, offers suitable solutions with high acceptance. Provides an engaging and notable experience to the membership. Resolves inquiries accurately and mentors new teammates.

Major Duties and Responsibilities:

• Member Financial Education: Uncovers existing and potential members’ needs and recommend solutions to improve their financial well-being using a sales through service consultative approach. Conducts all member service functions including consumer accounts, account maintenance, business accounts as well as unsecured and collateralized loans. Ensures all engagements are resolved successfully in the members perspective.
• Technology Education: Proactively educates members on emerging and existing self-serve technology and digital solutions such as mobile/online banking, bill pay, remote deposit capture and ITM services with a high level of member adoption.
• Documentation and Reporting: Ensures that all necessary documentation and supporting materials are properly maintained, and that required reports are prepared as needed. All tasks are completed in a timely manner.
• Referral Opportunities: Recognizes referral opportunities and refer members to internal business partners for specialized services including investments, mortgage, or commercial lending.
• Team Support: Communicates effectively with all frontline areas to ensure exceptional member experience.
• Other Duties Performs other job-related duties as assigned.

Minimum Qualifications:

• Minimum three (3) years of financial institution experience in member service or cash operations or comparable experience in cash handling, customer service, or sales experience or as a result of demonstrating consistent and proficient knowledge, ability and accuracy of all aspects of the job.
• A high school degree or equivalent
• Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
• Ability to change focus efficiently in a fast-paced environment, manage multiple priorities, conduct a needs-based dialogue, use multiple applications on a computer simultaneously, utilize knowledge and resources to effectively problem solve and make sound decisions. Expectation to complete all levels of training, proving proficient in their knowledge within 12-18 months.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.