Member Consultant

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

Job summary

Purdue Federal Credit Union in Indiana seeks a friendly teller to provide exceptional in-branch service by handling teller transactions, account maintenance, and member education. You’ll resolve discrepancies and help members use digital banking tools.

Responsibilities include processing cash and non-cash transactions, card activation and fraud research, and referrals to product experts. Join a team-focused branch committed to accuracy and member satisfaction.

Qualifications

• Analytical skills to review applications, reports and documents required for requests.
• People and communication skills to interact with members and associates.
• Ability to solve problems and provide clear resolutions.
• Strong math and cash handling abilities for daily transactions.
• Proficiency with Microsoft Office and core banking software.

Responsibilities

• Process a variety of cash and non-cash transactions, including deposits and checks.
• Assist with account maintenance and educate members on electronic services and Online Banking.
• Handle card related tasks: create, block/activate cards, and investigate fraud.
• Balance at end of day and provide Notary services as needed.
• Refer members to Purdue Fed teams for product and service guidance.

Skills

Analytical Skills

People Skills

Problems Solving Skills

Communication Skills

Interpersonal Skills

Multitasking Skills

Mathematical Skills

Cash Handling Skills

Microsoft Office Skills

Fiserv

DocuSign

Meridian Link

Tools

Fiserv

DocuSign

Meridian Link

Job 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.

• Responsible for performing a variety of cash and non-cash transactions. This includes:
  
  
  
  • Cashing checks
  
  
  • Receiving deposits
  
  
  • 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.


• Mult-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.


• Microsoft Office Skills - To create documents, letters, spreadsheets, send/receive emails, etc.


• Company Specific Software - Fiserv, DocuSign, Meridian Link, and others


• Basic Compliance - BSA, MLA, etc.…