Personal Banking Consultant

Meritrust Credit Union; Arvada, Northern (CO, KY); On-site; USD 38,000 - 48,000; Full time

Job summary

Meritrust Credit Union seeks a Member Consultant to deliver an exceptional in-branch experience by building meaningful connections with members and understanding their unique financial needs. This role processes transactions accurately, educates members on credit union products, fulfills service requests, and seamlessly transitions complex matters to specialists.

You'll promote self-service options and identify opportunities to simplify members' financial lives, referring them to solutions that

Qualifications

• 2+ years of experience in a retail or customer service environment.
• Experience in financial services or credit union industry preferred.
• Strong communication and problem-solving abilities.

Responsibilities

• Establish new member relationships and open consumer and deposit accounts based on needs.
• Advise members on relevant products and services and resolve issues.
• Process transactions accurately and efficiently; refer complex cases to specialists.
• Promote self-service banking options and facilitate member referrals when appropriate.

Skills

Communication Skills

Time Management Skills

Sales Skills

Problem Solving

Customer Service Skills

Education

High School diploma

Job description

Meritrust Credit Union seeks a Member Consultant to deliver an exceptional in-branch experience by building meaningful connections with members and understanding their unique financial needs. This role processes transactions accurately, educates members on credit union products, fulfills service requests, and seamlessly transitions complex matters to specialists.

You'll promote self-service options and identify opportunities to simplify members' financial lives, referring them to solutions that