MEMBER CONSULTANT I

Sandia Area Federal Credit Union; Albuquerque (NM); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Pension Plan

401(k) with Employer Match

Short-Term Disability

Life Insurance

AD&D

Holiday Pay

Vacation

Birthday

Floating Holiday

Sick Leave

Tuition Reimbursement

Career Advancement Opportunities

Job summary

Sandia Area Federal Credit Union is seeking a full-time, on-site Member Consultant in Albuquerque, NM. You will build trusted member relationships, guide loan applications, and handle routine branch transactions with accuracy.

The role blends customer service with financial expertise to support everyday banking needs and member well-being. The position requires a high school diploma or GED and at least 1 year in customer service or financial services, preferably in a credit union or banking

Qualifications

• Experience in customer service or sales within banking/credit union preferred.
• Ability to analyze financial information and credit reports.
• Strong attention to detail and accuracy in cash handling.

Responsibilities

• Build member relationships, open accounts, and guide through loan applications.
• Process financial transactions accurately and balance drawers.
• Proactively identify member needs to meet branch goals.
• Assist with opening/closing and routine branch operations.
• Ensure compliance with banking regulations and policies.

Skills

Member engagement

Financial consulting

Transaction processing

Credit reports analysis

Product recommendations

Time management

Interpersonal skills

Education

High school diploma or GED

Job description

Member ConsultantWestside of Albuquerque, New MexicoCompensation and BenefitsStarting hourly rate ranges from $20.00 to $25.00, depending on years of applicable experience.Incentive pay on top of your base hourly wage – earn more when you help members find the right financial products for their needs.Comprehensive Medical, Dental, and Vision InsuranceCompany Paid Pension Plan401(k) with Employer MatchPaid Short-Term Disability, Life Insurance, and AD&DHoliday Pay, Vacation, Birthday, Floating Holiday time & Sick LeaveTuition Reimbursement for Professional DevelopmentExciting Opportunities for Career AdvancementDescriptionAs a Member Consultant at Sandia Area, you are the face of our branch – the person our members turn to for trusted financial guidance and everyday banking needs. This full-time, onsite role blends relationship building with hands-on financial expertise, giving you the opportunity to make a real difference in members financial lives while growing your own career in a supportive, community focused credit union.Responsibilities include, but are not limited to:Consultative Service: Build member relationships, open accounts, and guide members through loan applications.Transaction Accuracy: Securely handle cash, process financial transactions, and balance drawers flawlessly.Member Advocacy: Proactively identify financial needs to meet or exceed individual and branch performance goals.Branch Agility: Adapt to changing branch needs, assisting with opening, closing, and routine operations.Regulatory Compliance: Adhere strictly to credit union policies, financial laws, BSA, and OFAC regulations.Knowledge, Skills, and Abilities (KSAs)Expertise in member engagement, financial consulting, and transactional services with a strong understanding of financial institution operations and compliance.Ability to analyze financial information, interpret credit reports, and provide appropriate banking recommendations tailored to member needs.Proficiency in executing financial transactions with a high degree of accuracy, integrity, and attention to detail.Ability to explain and recommend financial products using a consultative, member-first approach that prioritizes financial well-being.Exceptional time management and organizational skills, with the ability to prioritize tasks, manage multiple responsibilities, and adapt to a fast-paced environment.Proactive in seeking professional growth, embracing both formal and informal development opportunities, and demonstrating adaptability to new responsibilities.Strong interpersonal and member service skills to cultivate meaningful relationships and deliver exceptional member experiences.Adept at learning and utilizing new banking technologies, systems, and processes to enhance service delivery and operational efficiency.Thorough understanding of regulatory compliance requirements and a demonstrated ability to adhere to established policies and procedures to ensure operational integrity.Analytical and problem-solving skills to effectively resolve member concerns and operational challenges.Team-oriented with a strong collaborative mindset, actively supporting team members and contributing to a positive and high-performing branch environment.Ability to perform essential branch operationsMust be able to transition from station to station as needed to serve members and lift up to 15 lbs.Education and Experience RequirementsHigh school diploma or GED required.Minimum of one year of customer service, financial services, or sales, preferably within a credit union or banking environment.Experience handling financial transactions and cash, demonstrating accuracy and compliance with security protocols.Working knowledge of credit union operations, financial products, and industry best practices.*** Please submit an employment application to www.sandia.org/careers ***Sandia Area Federal Credit Union (SAFCU) is an Equal Opportunity Employer.SAFCU provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.