Member Experience & Financial Solutions Consultant

Meritrust Credit Union; Westminster (CO); On-site; USD 40,000 - 50,000; Full time

Job summary

Meritrust Credit Union in Westminster, CO is seeking a Member Consultant to deliver an exceptional in-branch experience by building connections with members and understanding their financial needs. You will process transactions, educate members on products, and smoothly transition complex requests to specialists.

The role emphasizes referrals to solutions that simplify members' finances, collaboration with teams, and adherence to branch procedures.

Responsibilities

• Establish new member relationships and open appropriate consumer and deposit accounts based on financial needs.
• Retain and build existing member relationships using a consultative approach. Advise members of relevant products and services.
• Provide account servicing and maintenance and assist with problem resolution for members in accordance with established procedures and regulations. For more complex transactions, transition the member to remote service.
• Process transactions efficiently and accurately while using transaction detail to ascertain additional needs. Transaction processing time is used to determine if member needs are being met.
• Instruct members as appropriate on products and services to ensure maximum benefit, use, and comfort.
• Ensure required documentation is completed thoroughly and accurately. If a deficiency is identified later, follow up quickly with the member to resolve it.
• Promote the benefits of self-service banking (e.g., e-ATMs, online banking, mobile banking) to members.
• Assist members with obtaining consumer loan products by accepting loan applications and partnering with the direct lending team to facilitate member funding.
• Identify qualified referrals and transition members to the appropriate referral partner (e.g., investments, mortgage, small business).
• Stay abreast of all current and developing products and services offered to members and, when possible, utilize all credit union services to assist members effectively.
• Complete the defined onboarding process to ensure an enhanced member experience.
• Continually survey the branch to ensure zones are functioning and adequately supplied.
• Perform branch-specific duties including, but not limited to, balancing the vault, managing recyclers and coin machines, processing night deposits, ordering and preparing currency, completing audit duties, and assisting with opening and closing the branch as scheduled.
• Actively embrace the universal associate concept by supporting fellow employees, adapting promptly to modifications, promoting a positive team environment in the branch, and working with branch associates to meet goals.
• Other duties as assigned.

Job description

Meritrust Credit Union in Westminster, CO is seeking a Member Consultant to deliver an exceptional in-branch experience by building connections with members and understanding their financial needs. You will process transactions, educate members on products, and smoothly transition complex requests to specialists.

The role emphasizes referrals to solutions that simplify members' finances, collaboration with teams, and adherence to branch procedures.