Mobile Member Service Consultant

Position Summary

Serve as a liaison between the members and the credit union by accurately performing transactions, providing information and referring potential prospects to appropriate staff.

• Ensure exceptional service to all external and internal members to foster and capture the credit union brand; consistently deliver on our brand promise, vision, and mission statements.
• Educate members regarding all Call Federal products and services in a consistent sales environment.
• Use knowledge of specific products, services, or assigned areas of expertise to answer member inquiries via face‑to‑face, telephone, or email.
• Provide prompt, efficient, accurate information and basic teller transactions, and adhere to Call Federal check‑cashing and deposit authority limits.
• Verify important information—including endorsements, dates, and identification—to cash or deposit checks and pay out funds.
• Open accounts for existing members.
• Provide services such as Visa gift cards and Visa cash advances.
• Respond to member requests, problems, and complaints and direct them to appropriate staff for additional assistance.
• Order all electronic/digital services.
• Account for all assets under your control, including the cash drawer if applicable.
• Process check imaging through branch capture daily.
• Assist members with all member service forms.
• Uncover opportunities for member engagement, via in‑person or outbound sales calls to achieve sales goals.
• Advocate and demonstrate the company brand.
• Travel to work and assist the Hanover, Staples Mill, and Henrico branches.
• Perform other duties as assigned.

• High school diploma or equivalent.
• Minimum of one year of cash‑handling experience.
• Minimum of one year of retail experience.
• Flexible schedule availability, including evenings and weekends.
• Excellent interpersonal skills.
• Self‑motivated, able to work independently and as part of a team.
• Initiative to proactively add value to the member and credit union.
• Positive, optimistic, trustworthy, and honest.
• Attention to detail a must.
• Acceptable background check; credit, criminal, and insurance verification.

This position requires the employee to work indoors in a typical office environment. While performing the duties of this job, the employee is required to have ordinary ambulatory skills sufficient to visit other locations, and to stand, walk, stoop, kneel, crouch, and manipulate (lift, carry, move) light to medium weights of 1–25 pounds. Requires good hand‑eye coordination, arm‑hand and finger dexterity—including ability to grasp—and visual acuity to use a keyboard, operate equipment, and read application information.

The employee frequently is required to sit, reach with arms, talk, and hear.

Location will vary.

Monday – Thursday: 8:45 am – 5:15 pm, Friday: 8:45 am – 6:15 pm, Saturday: 8:45 am – 12:15 pm.

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Voluntary Life Insurance
• Pet Insurance
• HSA/FSA/DCA
• Accident Insurance
• Critical Illness Insurance
• 401(k) with generous employer contribution

• Group Life Insurance
• Short‑term Disability
• Long‑term Disability
• HSA Employer Contribution and Matching
• Employer Paid HRA
• Parental Leave
• 10 Paid Holidays
• Birthday Off with Pay
• Paid Community Service Time
• PTO