Branch Consultant - Los Alamos, NM

The Branch Experience Consultant delivers superior and courteous service to promote products and expand customer relationships. This involves performing a variety of sales and service activities such as performing account openings and providing lending solutions to members.

Trinity Branch located in Los Alamos, NM

Schedule requires supporting Monday – Saturday member service hours.

• Assist members with financial services through a consultative approach to determine the most value‑added products and/or services to meet individual member needs. This includes opening and closing accounts, answering questions, products and services sales, and problem resolution.
• Demonstrate a working knowledge of the core system and all other applicable systems required to service members, this includes loan and deposit platforms.
• Support the greeter’s desk to establish rapport with guests/members and direct to appropriate area.
• Provide universal dual support to both the teller and new account operations of the branch.
• Promote a member‑first education culture within the branch by example and mentoring of Member Service Specialists to identify opportunities to promote credit union products and services. Coach to live DNCU’s mission of improving lives while meeting and/or exceeding established member education goals.
• Proactively listening, to the voice of the member, to help identify opportunities to improve the member experience.
• Participate in marketing and awareness campaigns to increase member engagement.
• Strong communication skills characterized by excellent speaking and writing abilities.
• Work effectively in a team environment contributing to the success of the branch and organization.
• Comply with all regulations, security procedures, and complete all mandatory annual compliance courses.
• Perform other related job duties as assigned.

NOTE:

This role is eligible for a $1.00 per hour differential. This differential will be added to your hourly rate. If you depart this role, your hourly rate will be REDUCED by this $1.00 per hour differential.

• Level I: $19.80 – $24.76 per hour
• Level II: $22.08 – $27.60 per hour

New hires are typically brought in between the range minimum and maximum based on qualifications, internal equity, and budget.

• Spanish Speaking Incentive
• Medical, Dental and Vision insurance. Available the first of the month following date of hire.
• 401(k) - Traditional or Roth
• Paid Time Off
• Eleven paid holidays/year
• Employer-Paid Benefits:
  Employee Assistance Programs (EAP), Short-Term & Long-Term disability
• Other great benefits:
  Wellness Reimbursement Plan, Educational Reimbursement Program and Development Programs.

• One year to three years of similar or related experience.
• Two years of direct member contact experience in providing financial products and services; six months teller experience and familiarity with platform operations.

Level I: A high school education or GED.

Level II: (1) A two‑year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job‑specific skills acquired through an apprenticeship program.

Work involves much personal contact with others inside and/or outside the organization for the purpose of first‑level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

• Bilingual in English and Spanish strongly preferred. Spanish Speaking incentive is offered.
• Handle sensitive information with complete confidentiality and professionalism
• Professional appearance and demeanor
• Provide excellent and knowledgeable service to our members, both internal and external by adhering to our core values
• Conduct oneself and members fairly, ethically, and with confidence
• Successful job performance involves meeting and/or exceeding team‑building, interpersonal, relationship building, and technical skills outlined in other duties and responsibilities
• Must…