Member Consultant

What You Will Do

As a Teller/Banker, you will often deliver the very first impression of the credit union to our members. You will become an expert and champion of Security Service products and services to help our members reach their financial goals. You will build and nurture long‑lasting relationships by promoting checking and savings accounts, loans, credit cards, and insurance services, among others. You will only offer products and services that meet our members’ needs and contribute to their financial success.

You will be a team player and support the credit union in becoming America’s Best by meeting sales goals, proactively identifying cross‑sell opportunities, and educating members on digital services available to them. You will provide universal service and will be cross‑trained in both teller and banker functions to better serve our members. This means additional learning and growth opportunities for you.

You will also complete any other job‑related duties needed to help drive our Vision, fulfill our Purpose, and abide by our Organization’s Values.

• Member Consultant I:
  High school diploma or equivalent.
• Minimum of two (2) years of retail banking, cash handling, customer service and sales experience, or comparable experience.
• Customer‑centric attitude focused on delivering great experiences to our members while maintaining strict confidentiality.
• Excellent interpersonal and communication skills with a goal‑driven mindset.
• Proficiency in computer software including Excel, Word, and Outlook.
• Strong attention to detail, strong organizational skills and ability to focus in a fast‑paced environment.
• Able to maintain a flexible work schedule during normal business hours – never work another Sunday.
• May be required to travel to and from other branch locations for work and/or training.
• At management discretion, may be required to complete, within 180 days of request, federal registration as a Mortgage Loan Originator (MLO) as required by the S.A.F.E. Act. If registered, must maintain active registration and comply with all requirements.
• Must pass a background check against the GSA Excluded Parties List, HUD Limited Denial of Participation List, and FHFA Suspended Counter party Program.
• Must maintain ability to pass any subsequent background checks against these lists and comply with all their requirements.

• A desire to learn and grow within the credit union.
• Prior experience with banking or financial institution core systems and platforms.
• Experience with recommending products and services that meet customers’ needs.
• Ability to ask appropriate high‑impact questions to discover needs that members didn’t even know they had.