Member-Driven Financial Services Associate

Gosunward

Albuquerque, Northern (NM, KY)

Hybrid

USD 32,000 - 46,000

Full time

14 days+

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Job summary

Gosunward in Albuquerque, NM seeks a Financial Services Consultant 1 to drive credit union growth through a member-centric, consultative sales and service approach. You will handle routine transactions while pursuing entry-level sales goals.

Onboarding covers deposit accounts, consumer loans, and teller transactions; you will follow defined workflows, receive coaching, and escalate non-routine issues as needed. The role emphasizes friendly service and relationship-building.

Qualifications

Experience in customer service or sales environments preferred.
Ability to learn banking products and procedures through training.
Proven skills in building customer relationships and meeting goals.

Responsibilities

Identify member needs and recommend appropriate products and services to strengthen relationships.
Meet sales goals through needs-based conversations and proactive outreach.
Assist with routine branch transactions, account inquiries, and basic maintenance.
Open new memberships and standard deposit accounts per policy.
Support consumer loan origination and servicing with proper documentation.
Educate members on digital banking tools and self-service options.
Assist with lobby management and scheduling of appointments.
Perform teller and platform duties with accuracy and compliance.