Member Banking Consultant

Member Consultant – Boulder

Salary Range $20.49 - $25.62 Hourly Level Entry Position Type Full Time Job Shift Day Education Level High School Travel Percentage Negligible

This is a full-time position working 40 hours a week, Monday-Friday 8:00am - 5:00pm.

• Comprehensive medical insurance plan
• Dental and vision insurance
• Generous paid‑time‑off
• 12 paid holidays
• 401(k) plan
• Wellness program
• Tuition assistance
• Employee loan discount
• Employee Assistance Program (EAP)
• Life and disability coverage

• Establish new member relationships, open appropriate consumer and deposit accounts based on financial needs.
• Retain and build existing member relationships using a consultative approach. Advise members of relevant products and services.
• Provide account servicing and maintenance. Assist with problem resolution for members, in accordance with established procedures and regulations. For more complex transactions, transition member to remote service.
• Process transactions efficiently and accurately while using transaction detail to ascertain additional needs. Transaction processing time is used to determine if member needs are being met.
• Instruct members as appropriate on products/services to ensure maximum benefit, use and comfort.
• Ensure required documentation is completed thoroughly and accurately. Should a deficiency be identified later, follow up quickly with member to resolve.
• Promote benefits of self‑service banking (e.g., e‑ATMs, on‑line banking, mobile banking) to members.
• Assist members with obtaining consumer loan products by accepting loan applications and partnering with direct lending team to facilitate member funding.
• Identify qualified referrals and transition members to the appropriate referral partner (e.g., investments, mortgage, small business). Stay abreast of all current and developing products/services offered to members and, when possible, utilize all credit union services in order to assist members effectively.
• Complete defined on‑boarding process to ensure enhanced member experience.
• Continually survey branch to ensure zones are functioning and adequately supplied.
• Perform branch specific duties including, but not limited to, balancing vault, managing recyclers and coin machines, processing night deposits, ordering/preparing currency, completing audit duties and assisting with opening/closing branch as scheduled.
• Actively embrace the universal associate concept. Support fellow employees, adapt to modifications promptly, promote a positive team environment in the branch, and work with branch associates to meet goals.

Education/Certification:

• High School diploma or equivalent.

Required Knowledge:

• Knowledge of financial products and services offered by credit unions (e.g., checking accounts, loans, mortgages, etc.) preferred.

Experience

Required:

• 2+ years of experience in a retail or customer service environment.
• Previous experience in the financial services or credit union industry is highly preferred.

HARD/TECHNICAL Skills/Abilities:

• Excellent verbal and written communication skills, with the ability to convey complex information clearly and effectively.
• Ability to manage multiple tasks and projects concurrently, prioritizing work to meet deadlines.
• Experienced team player in a goal‑oriented environment.

Working Conditions:

• Standard office conditions
• Low to moderate noise
• Limited lifting up to 25 lbs.
• Must be able to stand for long periods of time

This description has been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Essential functions, requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all‑inclusive.

Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations…