Member Consultant

Member Consultant

Member Consultant Rio Rancho, New Mexico

Position Type:
Full Time Job Shift: Day Education Level: High School Degree or Equivalent Category:
Banking

Starting hourly rate ranges from $20.00 to $25.00, depending on years of applicable experience. Incentive pay on top of your base hourly wage – earn more when you help members find the right financial products for their needs. Comprehensive Medical, Dental, and Vision Insurance Company Paid Pension Plan 401(k) with Employer Match Paid Short-Term Disability, Life Insurance, and AD&D Holiday Pay, Vacation, Birthday, Floating Holiday time & Sick Leave Tuition Reimbursement for Professional Development Exciting Opportunities for Career Advancement

As a Member Consultant at Sandia Area, you are the face of our branch – the person our members turn to for trusted financial guidance and everyday banking needs. This full-time, onsite role blends relationship building with hands-on financial expertise, giving you the opportunity to make a real difference in members financial lives while growing your own career in a supportive, community focused credit union.

Responsibilities include, but are not limited to:

• Consultative Service:
  Build member relationships, open accounts, and guide members through loan applications.
• Transaction Accuracy:
  Securely handle cash, process financial transactions, and balance drawers flawlessly.
• Member Advocacy:
  Proactively identify financial needs to meet or exceed individual and branch performance goals.
• Branch Agility:
  Adapt to changing branch needs, assisting with opening, closing, and routine operations.
• Regulatory Compliance:
  Adhere strictly to credit union policies, financial laws, BSA, and OFAC regulations.

Required Knowledge, Skills, and Abilities

• Strong interpersonal and member service skills to cultivate meaningful relationships and deliver exceptional member experiences.
• Ability to explain and recommend financial products using a consultative, member-first approach that prioritizes financial well-being.
• Adept at learning and utilizing new banking technologies, systems, and processes to enhance service delivery and operational efficiency.
• Ability to analyze financial information, interpret credit reports, and provide appropriate banking recommendations tailored to member needs.
• Proficiency in executing financial transactions with a high degree of accuracy, integrity, and attention to detail.
• Strong analytical and problem-solving skills to effectively resolve member concerns and overcome operational challenges.
• Must be able to transition from station to station as needed to serve members.

Education and Experience Requirement

• High School Diploma or GED required
• Minimum of one year of customer service, financial services, or sales experience, preferably within a credit union or banking environment.

Ready to make a difference?

Apply today and join a team that's committed to helping members in the Rio Rancho community achieve their financial goals.

Sandia Area Federal Credit Union (SAFCU) is an Equal Opportunity Employer.