Member Consultant - Boulder

Meritrust Credit Union; Boulder (CO); On-site; USD 28,227 - 35,294; Full time

Benefits offered by this job

Comprehensive medical insurance plan

Dental and vision insurance

Generous paid-time-off

401(k) plan

Employee assistance program

Tuition assistance

Job summary

Meritrust Credit Union is seeking a Member Consultant in Boulder, Colorado. This full-time role involves establishing and nurturing member relationships, account servicing, and promoting credit union services. Ideal candidates will possess a High School diploma and 2+ years of customer service experience, preferably in financial services.

The position offers a salary ranging from $20.49 to $25.62 per hour along with comprehensive benefits including medical and dental insurance, paid time off, and a 401(k) plan.

Qualifications

• 2+ years of experience in a retail or customer service environment.
• Previous experience in a financial services or credit union industry preferred.
• Knowledge of financial products and customer service practices.

Responsibilities

• Establish new member relationships and assist with account opening.
• Provide account servicing and problem resolution for members.
• Promote self-service banking options and assist with loan applications.

Skills

Excellent verbal and written communication skills

Ability to manage multiple tasks

Team player in a goal-oriented environment

Education

High School diploma or equivalent

Tools

Financial product knowledge

Job description

Member Consultant – Boulder

Salary Range $20.49 - $25.62 Hourly Level Entry Position Type Full Time Job Shift Day Education Level High School Travel Percentage Negligible

This is a full-time position working 40 hours a week, Monday-Friday 8:00am - 5:00pm.

Benefits

• Comprehensive medical insurance plan
• Dental and vision insurance
• Generous paid‑time‑off
• 12 paid holidays
• 401(k) plan
• Wellness program
• Tuition assistance
• Employee loan discount
• Employee Assistance Program (EAP)
• Life and disability coverage

Essential Functions

• Establish new member relationships, open appropriate consumer and deposit accounts based on financial needs.
• Retain and build existing member relationships using a consultative approach. Advise members of relevant products and services.
• Provide account servicing and maintenance. Assist with problem resolution for members, in accordance with established procedures and regulations. For more complex transactions, transition member to remote service.
• Process transactions efficiently and accurately while using transaction detail to ascertain additional needs. Transaction processing time is used to determine if member needs are being met.
• Instruct members as appropriate on products/services to ensure maximum benefit, use and comfort.
• Ensure required documentation is completed thoroughly and accurately. Should a deficiency be identified later, follow up quickly with member to resolve.
• Promote benefits of self‑service banking (e.g., e‑ATMs, on‑line banking, mobile banking) to members.
• Assist members with obtaining consumer loan products by accepting loan applications and partnering with direct lending team to facilitate member funding.
• Identify qualified referrals and transition members to the appropriate referral partner (e.g., investments, mortgage, small business). Stay abreast of all current and developing products/services offered to members and, when possible, utilize all credit union services in order to assist members effectively.
• Complete defined on‑boarding process to ensure enhanced member experience.
• Continually survey branch to ensure zones are functioning and adequately supplied.
• Perform branch specific duties including, but not limited to, balancing vault, managing recyclers and coin machines, processing night deposits, ordering/preparing currency, completing audit duties and assisting with opening/closing branch as scheduled.
• Actively embrace the universal associate concept. Support fellow employees, adapt to modifications promptly, promote a positive team environment in the branch, and work with branch associates to meet goals.

Qualifications

Education/Certification:

• High School diploma or equivalent.

Required Knowledge:

• Knowledge of financial products and services offered by credit unions (e.g., checking accounts, loans, mortgages, etc.) preferred.

Experience Required:

• 2+ years of experience in a retail or customer service environment.
• Previous experience in the financial services or credit union industry is highly preferred.

HARD/TECHNICAL Skills/Abilities:

• Excellent verbal and written communication skills, with the ability to convey complex information clearly and effectively.
• Ability to manage multiple tasks and projects concurrently, prioritizing work to meet deadlines.
• Experienced team player in a goal‑oriented environment.

Working Conditions:

• Standard office conditions
• Low to moderate noise
• Limited lifting up to 25 lbs.
• Must be able to stand for long periods of time

This description has been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Essential functions, requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all‑inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

The Credit Union believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at‑will employer. Employees can be terminated for any reason not prohibited by law.

Final Compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, and internal pay equity.

This position is eligible for a monthly incentive plan.