PT Member Relationship Consultant - Macomb

Credit Union ONE

Michigan

On-site

USD 36,000 - 52,000

Full time

36 hours ago
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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 is seeking a Member Service professional in MACOMB, MI to deliver an exceptional in-branch member experience and to build lasting relationships. You will handle transactions, including deposits, withdrawals, check cashing, and loan payments, and assist with loan applications.

The role requires 2+ years in member service or relationship banking, strong digital banking knowledge, and excellent communication skills. NMLS registration must be pursued within 6 months of hire.

Qualifications

  • High School Diploma or GED required.
  • Minimum 2 years in Member Service/Relationship Banking or related field.
  • Strong familiarity with digital banking channels (ATM/online/mobile).
  • Must be able to use computer terminals and software for transactions and reporting.

Responsibilities

  • Provide exceptional in-branch member service and build relationships.
  • Process transactions: deposits, withdrawals, check cashing, loan payments.
  • Take consumer/home equity/mortgage loan applications and close loans.
  • Develop a pipeline of members and prospects to meet sales goals.

Skills

Customer service
Digital banking
Communication
Data processing
NMLS prep

Education

High School Diploma or GED
NMLS licensing

Tools

Mainframe systems
Word processing
Spreadsheets

Job description

Job Category: Member Service

Requisition Number: PTMEM001860

  • Full-Time
Locations

Showing 1 location

MACOMB, MI 48044, USA

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.

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

: Inspired to perform well by the completion of tasks

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

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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