Member Experience Advisor

Meritrust Credit Union; Estes Park (CO); On-site; USD 28,000 - 35,000; Full time

Job summary

Meritrust Credit Union in Estes Park, CO is seeking an Entry-Level Member Consultant to deliver an exceptional in-branch experience. You will build connections, process transactions accurately, educate members on products, and smoothly transition to specialists when needed.

You will promote self-service banking, open accounts, and identify referral opportunities while maintaining compliance and documentation.

Qualifications

• High School diploma or equivalent.
• 2+ years in retail or customer service.
• Experience in banking or credit union is preferred.

Responsibilities

• Open consumer and deposit accounts based on needs.
• Advise members on relevant products and services.
• Process transactions accurately and refer to specialists when needed.
• Promote self-service banking options to members.
• Identify opportunities for referrals to banking partners.
• Maintain documentation and comply with procedures.

Skills

Communication

Time management

Sales

Relationship building

Problem solving

Critical thinking

Customer service

Education

High School diploma or equivalent

Job description

Meritrust Credit Union in Estes Park, CO is seeking an Entry-Level Member Consultant to deliver an exceptional in-branch experience. You will build connections, process transactions accurately, educate members on products, and smoothly transition to specialists when needed.

You will promote self-service banking, open accounts, and identify referral opportunities while maintaining compliance and documentation.