Member Financial Advisor

Nusenda Credit Union; Albuquerque (NM); On-site; USD 42,000 - 56,000; Full time

Job summary

Nusenda Credit Union in Albuquerque's Journal Center Branch seeks a Financial Consultant to assist members with needs-based financial solutions, educate on products, and process a range of transactions with accuracy. The role emphasizes member service and referral to services such as loans, accounts, and investments.

Preferred candidates have 3–5 years of related experience, a High School Diploma or GED, and a commitment to outstanding service in a community-focused credit union environment.

Qualifications

• Three to five years of similar or related experience.
• High School Diploma or GED.

Responsibilities

• Assist members with their financial needs through a consultative needs-based approach.
• Identify and educate members on value-added products/services to meet individual needs, including accounts and consumer loans.
• Refer members to specialized departments as needed.
• Support the Teller line, as needed.
• Handle problem resolution with your authority level.
• Process transactions with a high degree of accuracy.

Skills

Teller operations

Platform operations

Customer service

Multitasking

Communication

Education

High School Diploma or GED

Job description

Nusenda Credit Union in Albuquerque's Journal Center Branch seeks a Financial Consultant to assist members with needs-based financial solutions, educate on products, and process a range of transactions with accuracy. The role emphasizes member service and referral to services such as loans, accounts, and investments.

Preferred candidates have 3–5 years of related experience, a High School Diploma or GED, and a commitment to outstanding service in a community-focused credit union environment.