Member Services Consultant; Banking Associate​/Universal Banker

Professional Search Group OC is seeking a dedicated Member Services Consultant (MSC) to join our clients team at their branch. In this universal role, the Member Services Consultant will provide exceptional service to both new and existing credit union members by addressing their financial needs and recommending appropriate products and services. The Member Services Consultant position requires the ability to multi-task, manage teller duties, and handle account openings, transactions, and general inquiries.

Professional Search Group OC is proud to partner with a member focused credit union with over 70 successful years in business. They offer a competitive benefit package including medical, dental, vision, 401k with match, tuition reimbursement, discounts on products/ services & more! Ready to be a part of a great organization?! APPLY!

Member Service Consultant Responsibilities:

• Serve as the initial point of contact for members, assisting with membership applications, account openings, and financial transactions.
• Identify members’ financial needs and recommend suitable credit union products.
• Assist with teller responsibilities as needed, ensuring accuracy and efficiency in all transactions.
• Achieve a qualified volume of product referrals while delivering superior membership.
• Provide high-quality service to both internal and external members, ensuring a positive and seamless experience.

Member Service Consultant

Qualifications:

• 1+ years of experience in sales, cash handling, and customer service.
• Knowledge of consumer loan products and experience in a sales-oriented environment, preferably in the financial industry.
• Strong communication and member service advisory skills.
• Proficient in computer skills, including word processing and spreadsheet software.
• Ability to follow written and verbal instructions effectively.

Apply for this amazing opportunity today!

Donovan Aranda

Division Manager