Member Consultant

Purdue Federal Credit Union; West Lafayette (IN); On-site; USD 32,000 - 52,000; Full time

Job summary

Purdue Federal Credit Union is seeking a full-time on-site Retail Delivery position in Indiana to deliver exceptional in-branch member service. The role involves teller transactions, account maintenance, card support, and referrals to experts.

Responsibilities include cash and non-cash transactions, card creation/activation, and assisting members with online and mobile banking. Prior retail banking experience is a plus.

Qualifications

• High School Diploma or Equivalent or better.
• 1 year: Direct customer-service and/or sales experience.
• Previous retail banking is a plus.

Responsibilities

• Perform cash and non-cash transactions, including cashing checks and transferring funds.
• Support account maintenance, resolve discrepancies, and educate members on online and mobile banking.
• Handle card functions: create, block, activate cards; monitor fraud and process lost/stolen reports.
• Promote membership referrals and guide members to self-service banking solutions.
• Balance cash at end of day and assist with audits as needed.

Skills

Analytical Skills

People Skills

Problems Solving Skills

Communication Skills

Interpersonal Skills

Multi-tasking Skills

Mathematical Skills

Cash Handling Skills

Education

High School Diploma or Equivalent

Tools

Fiserv

DocuSign

Meridian Link

Job description

• On-site
• Retail Delivery
• Full-Time
• Requisition #: MEMBE001087

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.