Member Experience Consultant

Dncu

Santa Fe (NM)

Vor Ort

USD 28.000 - 37.000

Vollzeit

Vor 9 Tagen

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Benefits dieser Stelle

Medical, Dental, Vision insurance
401(k) with company match
PTO & holidays
Tuition reimbursement
Wellness benefits
Spanish Speaking Incentive

Zusammenfassung

Del Norte Credit Union’s Midtown Santa Fe branch seeks a Branch Experience Consultant to deliver friendly service, open accounts, and provide lending solutions. You’ll engage members, promote credit union products, and support the greeter desk while maintaining compliance and a team-oriented culture.

The role emphasizes relationship building, extensive member contact, and collaborating to exceed education and service goals in a community-focused NM setting.

Qualifikationen

  • One year to three years of similar or related experience.
  • Two years of direct member contact experience in providing financial products and services; six months teller experience and familiarity with platform operations.
  • Level I: a high school education or GED. Level II: two-year college degree or equivalent cert/training.

Aufgaben

  • Assist members with financial services using a consultative approach to meet needs.
  • Demonstrate knowledge of core banking and applicable systems.
  • Support greeter’s desk and direct to appropriate area.
  • Provide dual support to teller and new account operations.
  • Mentor and coach to promote DNCU’s mission and member education goals.
  • Listen to the voice of the member to identify improvement opportunities.
  • Participate in marketing campaigns to boost member engagement.
  • Maintain compliance with regulations and complete mandatory training.

Kenntnisse

Customer service
Communication
Teamwork
Problem solving
Bilingual English/Spanish

Ausbildung

High school diploma or GED
Two-year college degree or professional certs

Tools

Core banking system
Loan & deposit platforms
MS Office / Windows

Jobbeschreibung

Del Norte Credit Union’s Midtown Santa Fe branch seeks a Branch Experience Consultant to deliver friendly service, open accounts, and provide lending solutions. You’ll engage members, promote credit union products, and support the greeter desk while maintaining compliance and a team-oriented culture.

The role emphasizes relationship building, extensive member contact, and collaborating to exceed education and service goals in a community-focused NM setting.

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