Member Consultant , Pool

Member Consultant I, Pool

As a Member Consultant I, you will be responsible for assisting members with various services, educating members on a wide variety of products and services, and making recommendations for the member's financial needs while providing the highest quality member service. Provide basic account and product information while performing account transactions and maintenance, including card maintenance. Assist members with completing transactions, accurate balancing and performing additional operational duties.

The Member Consultant I will work directly with various members of the sales team utilizing sales techniques to uncover member needs while creating a positive member experience.

Member Consultant I's are hired into our Consultant Pool. In the Pool we are looking for candidates that are willing to float to different branch locations as part of their onboarding experience during the first 90 days. The schedule may vary due to branch needs. The position covers branch staffing needs in Region One or Region Two:

Region One:

College Green, CR 17, Dunlap, Goshen, Ligonier, Middlebury, Millersburg, Shipshewana, and Topeka

Region Two:

Bremen, Goshen, Nappanee, New Paris, Syracuse, and Wakarusa

Create a positive and memorable member experience by cultivating, maintaining, and enhancing relationships in person, over the phone, or other channels as appropriate. Assist with problem resolution within scope of authority. Responsible for referring more complex problems to senior authority along with resolution recommendations.

Always maintain and secure money in cash drawer according to credit union security and procedural guidelines. Balances cash drawer and daily transactions. Assist with daily balancing and closing out of the branch.

Receive and process a variety of member savings, checking and credit transactions, including, but not limited to, deposits, withdrawals, transfers, and loan payments, as well as sales of money orders and traveler's checks in accordance with the Credit Union procedures.

Identify cross sell opportunities and educate members on credit union products and services. Assists members with connecting to appropriate department(s) for specific information and services.

Provide support to other branches to include working weekends and/or extended hours as required to operate the business. Maintain knowledge of the Credit Unions policies and procedures. Maintain knowledge of regulations (i.e., Reg CC, Bank Secrecy Act, OFAC, Patriot Act, Reg E, Reg DD, etc.), and model the ethical behavior expected from every employee. Maintain working knowledge of current products and services offered.

Other job duties as assigned.

Must comply with all company policies and procedures, applicable laws, and regulations, including but not limited to, the Credit Union Secrecy Act, the USA PATRIOT Act, and the Office of Foreign Assets Control.

Knowledge & Skills Experience 1+ years customer service experience in banking, retail, or related field required. Education/Certifications/Licenses A high school diploma or equivalent. Must have and maintain a valid driver's license.

Interpersonal Skills Courtesy and tact are essential elements of the job. Work involves personal contact with members and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions.

Competencies Effective Communication Utilizes a variety of communication modalities effectively and appropriately across multiple channels. Is effective in a variety of communication settings: one-on-one, small, and large groups, or among diverse styles and position levels. Adjusts to fit the message to the audience. Provides timely and helpful information to others across the organization.

Functional Expertise Possesses a sufficient level of technical and professional skill or knowledge in position-related areas; keeps up with current developments and trends in areas of expertise; actively seeks ways to grow and be challenged using both formal and informal development activities.

Member Focus Builds and maintains collaborative relationships with internal and external members which result in member satisfaction with both the process and the outcome.

Resilient Maintains composure under pressure; handles difficult situations effectively, maintains a positive attitude despite adversity; uses adversity as a learning opportunity.

Self-Motivated Demonstrates initiative to address challenges, accomplish tasks, and seize opportunities, even when challenged. Demonstrates appropriate urgency and positive attitude while doing so.

Teamwork Effective team player who adds complementary skills and contributes valuable ideas, opinions, and feedback; communicates in an open and candid manner and can be counted upon to fulfill any commitments made to others on the team.

ADA Requirements Physical…