MEMBER RELATIONSHIP CONSULTANT - Troy

Credit Union ONE; Troy (MI); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Advancement opportunities

Paid holidays

Tuition assistance

Student loan repayment assistance

401k

Life insurance

Paid time off

Job summary

Credit Union ONE in Troy, MI is seeking a Member Service Consultant to deliver an exceptional in-branch experience. You will build and deepen member relationships by proactively uncovering financial needs and processing transactions.

You will take loan applications, close consumer and mortgage loans, maintain a pipeline for opportunities, and meet sales goals while upholding compliance and service standards.

Qualifications

• High School Diploma or GED required.
• Experience in financial services preferred.
• Familiarity with digital banking channels (ATM/online/mobile).

Responsibilities

• Provide an exceptional in-branch member experience.
• Process transactions (check cashing, withdrawals, deposits, loan payments).
• Take loan applications and close consumer, home equity, and mortgage loans.
• Manage a pipeline of members and prospects to meet sales goals.
• Resolve member service issues with professionalism and accuracy.

Skills

Member service

Sales mindset

Digital banking

Attention to detail

Communication skills

Self-motivation

Problem solving

Education

High School Diploma or GED

Job description

Responsible for providing an exceptional in-branch member experience. Builds & deepens relationships with members by proactively uncovering financial needs. Processes financial transactions including check cashing, withdrawals, deposits, & loan payments. Takes applications/closes consumer loans, home equity loans, & mortgage loans. Performs transactions on stationary & mobile devices. Identifies, troubleshoots & resolves member service issues. Manages a self-developed pipeline of members & prospects for future opportunities with the objective of meeting or exceeding assigned sales goals. This is a multi-faceted role and requires exceptional member service skills, product/service knowledge, technological expertise & attention to detail & adherence to operations policies & procedures.

Requirements:

• High School Diploma or General Education Degree (GED).
• Minimum of two years of work - related experience as a Member Service Consultant and/or Relationship Banker in the financial industry. Work-related experience should consist of a background in financial services, retail, or general sales. Educational experience, through in-house training sessions, formal school, or financial industry related curriculum, should be applicable to the financial, retail, or sales industries.
• Strong familiarity with digital banking channels such as ATM, online, and mobile.
• Exhibits a passion and commitment to great member service by consistently delivering the service process to every member of Credit Union ONE.
• Work ethic that is consistent with Credit Union ONE Core Values and delivery of the Value Proposition.
• Energizing force in the branch; someone who likes to be lead and sets a high pace of energy, enthusiasm and engagement with other employees and members. A certain degree of creativity and latitude is required.
• Strong knowledge of credit union data processing systems functions that relate to processing member transactions.
• Must hold a valid Michigan Credit Insurance License to receive paid incentive on sale of insurance product.
• Obtain and maintain NMLS registration within 4 months of hire date.
• Take real estate loan applications within 4 months of NMLS registration.
• Position may require written and spoken fluency in a foreign language depending on branch assignment.
• Expert skills in computer terminal, personal computer, and mobile/electronic device operation; mainframe computer system; word processing and spreadsheet software programs.
• Intermediate typing and math skills to meet production needs of the position.
• Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, read, analyze, and interpret documents, understand procedures, write correspondence, and speak clearly to members and employees.
• Exceptional oral communication skills with the ability to perform onsite demonstrations of convenient related devices.
• Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
• Ability to work with no supervision while performing duties.

We also offer advancement opportunities, paid holidays, tuition assistance, student loan repayment assistance, 401k,life insurance, and paid time off.

Credit Union ONE is an equal opportunity employer

Qualifications

Behaviors

Required

Detail Oriented

: Capable of carrying out a given task with all details necessary to get the task done well

Enthusiastic

: Shows intense and eager enjoyment and interest

Motivations

Preferred

Self-Starter : Inspired to perform without outside help

Goal Completion

Goal Completion : Inspired to perform well by the completion of tasks

Ability to Make an Impact

Ability to Make an Impact : Inspired to perform well by the ability to contribute to the success of a project or the organization

Education

Required

High School / GED or better.

Experience

Required

2 years:

Member Service Consultant, Personal Banker, or Loan Originator/Officer experience