Member Experience Consultant

Meritrust Credit Union; Boulder (CO); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

Dental and vision insurance

Paid time off (PTO)

401(k) plan

Wellness program

Tuition assistance

Employee Assistance Program (EAP)

Life and disability coverage

Job summary

Meritrust Credit Union in Boulder, CO seeks a dedicated Member Consultant to deliver an exceptional in-branch experience. You will build meaningful member connections, understand their financial needs, and guide them to suitable credit union products and services.

You will process transactions, educate members on digital banking tools, and collaborate with specialists to fulfill their financial goals. This role emphasizes quality service and accuracy in a busy environment.

Qualifications

• Excellent verbal and written communication skills.
• Ability to manage multiple tasks concurrently and meet deadlines.
• Experienced team player in a goal-oriented environment.

Responsibilities

• Establish and service member relationships; open consumer and deposit accounts.
• Process transactions accurately and efficiently.
• Educate members on credit union products and services.
• Promote self-service banking options to members.
• Identify referrals and transition to appropriate specialists (investments, mortgage, small business).
• Balance branch duties and ensure compliance with procedures.

Skills

Verbal communications

Written communications

Multitasking

Team player

Education

High School diploma or equivalent

Job description

Meritrust Credit Union in Boulder, CO seeks a dedicated Member Consultant to deliver an exceptional in-branch experience. You will build meaningful member connections, understand their financial needs, and guide them to suitable credit union products and services.

You will process transactions, educate members on digital banking tools, and collaborate with specialists to fulfill their financial goals. This role emphasizes quality service and accuracy in a busy environment.