Member Consultant: Banking & Customer Experience

Delaware River Port Authority; Lafayette (IN); On-site; USD 32,000 - 42,000; Full time

Job summary

Purdue Federal Credit Union is seeking a Member Consultant to deliver an exceptional in-branch experience, handling teller transactions, wire transfers, and card reissuance while tailoring solutions to member needs in Indiana. This role requires staying compliant with BSA, OFAC, CIP and internal policies, and delivering service with accuracy and professionalism.

There is emphasis on guiding members to digital banking, collaborating with other team members, and referring to specialists for

Qualifications

• High School Diploma or GED required.
• Minimum 6 months in financial services, retail, or sales.
• Customer service experience preferred.
• Bachelor’s Degree in Business or Sales may waive the experience requirement.

Responsibilities

• Maintain and deepen relationships with members to meet branch goals and provide excellent service.
• Identify and refer members to specialists for accounts and loans.
• Process account servicing and transactions following procedures.
• Encourage use of self-service channels and digital banking.
• Collaborate with team and cross-departments to deliver service.
• Commit to personal development opportunities.

Skills

Customer service experience

Sales experience

Communication skills

Problem solving

Time management

Computer skills

Education

High School Diploma or GED

Bachelor’s Degree in Business or Sales

Job description

Purdue Federal Credit Union is seeking a Member Consultant to deliver an exceptional in-branch experience, handling teller transactions, wire transfers, and card reissuance while tailoring solutions to member needs in Indiana. This role requires staying compliant with BSA, OFAC, CIP and internal policies, and delivering service with accuracy and professionalism.

There is emphasis on guiding members to digital banking, collaborating with other team members, and referring to specialists for