PT Member Relationship Consultant - Macomb

Socket.dev; Michigan; On-site; USD 38,000 - 54,000; 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 seeks a skilled Member Service Consultant to deliver an outstanding in-branch experience. You will build relationships, uncover financial needs, and process cash and loan transactions across retail and mobile channels.

The role requires 2+ years in financial services, strong digital banking knowledge, and proficiency with banking software and NMLS compliance. Opportunities for advancement, benefits, and 401k offered.

Qualifications

• High School Diploma or GED required.
• Minimum of two years of work-related experience in member service or relationship banking.
• Strong familiarity with digital banking channels (ATM, online, mobile).

Responsibilities

• Provide an exceptional in-branch member experience and build relationships with members.
• Proactively uncover financial needs and advise solutions.
• Process transactions including check cashing, withdrawals, deposits, and loan payments.
• Take loan applications and help close consumer, home equity, and mortgage loans.

Skills

Customer service

Sales & cross-selling

Digital banking knowledge

Communication skills

NMLS compliance awareness

Education

GED

Tools

NMLS system

Banking software

CRM software

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.
• Obtain and maintain NMLS registration within 6 months of hire date.
• Take real estate loan applications within 6 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.