Member Consultant , Pool

Description

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 work in 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

Direct Reports:
None

Major Duties and Responsibilities

• 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 degree or GED is required.

Preferred Skills

• Demonstrated success in identifying, initiating, and nurturing new or on-going business opportunities; self-starting, results oriented professional.
• Must be able to work in a team environment with the ability to interact in a positive manner with peers, management, and other departments.
• Professional level of verbal and written communication skills are essential to the position.
• Capable of analyzing credit and financial information.
• The ability to motivate or influence internal staff and external members is a critical part of the job, requiring a significant level of influence and trust.
• Ability to evaluate pros and cons, risks, and benefits of different solution options by asking the right questions and acquiring data from multiple and diverse sources when solving problems.
• Demonstrated ability to plan and prioritize work to meet commitments by breaking down objectives into appropriate actions and anticipate and adjust plans as needed.
• Ability to provide world class member service while executing Interra’s vision, mission, and…