Member Consultant - Webb Branch

Job Details Level: Entry

Job Location:

Wichita, KS 67207

Position Type:
Full Time Education Level: High School Salary Range: $20.49 - $25.62 Hourly Travel Percentage:
Negligible Job Shift: Day Job Category:
Banking

The Member Consultant delivers an exceptional in-branch experience by building meaningful connections with members and understanding their unique financial needs. This role is responsible for processing transactions accurately, introducing and educating members on credit union products and services, fulfilling service requests, and seamlessly transitioning members to specialized representatives when appropriate. The Member Consultant plays a key role in identifying opportunities to simplify members’ financial lives and referring them to solutions that support their goals.

• Establish new member relationships and open appropriate consumer and deposit accounts based on financial needs.
• Retain and build existing member relationships using a consultative approach.
• Advise members of relevant products and services.
• Provide account servicing and maintenance and assist with problem resolution for members in accordance with established procedures and regulations.
• For more complex transactions, transition the member to remote service.
• Process transactions efficiently and accurately while using transaction detail to ascertain additional needs.
• Transaction processing time is used to determine if member needs are being met.
• Instruct members as appropriate on products and services to ensure maximum benefit, use, and comfort.
• Ensure required documentation is completed thoroughly and accurately.
• If a deficiency is identified later, follow up quickly with the member to resolve it.
• Promote the benefits of self-service banking (e.g., e-ATMs, online banking, mobile banking) to members.
• Assist members with obtaining consumer loan products by accepting loan applications and partnering with the direct lending team to facilitate member funding.
• Identify qualified referrals and transition members to the appropriate referral partner (e.g., investments, mortgage, small business).
• Stay abreast of all current and developing products and services offered to members and, when possible, utilize all credit union services to assist members effectively.
• Complete the defined onboarding process to ensure an enhanced member experience.
• Continually survey the branch to ensure zones are functioning and adequately supplied.
• Perform branch-specific duties including, but not limited to, balancing the vault, managing recyclers and coin machines, processing night deposits, ordering and preparing currency, completing audit duties, and assisting with opening and closing the branch as scheduled.
• Actively embrace the universal associate concept by supporting fellow employees, adapting promptly to modifications, promoting a positive team environment in the branch, and working with branch associates to meet goals.

• High School diploma or equivalent.

• Knowledge of financial products and services offered by credit unions (e.g., checking accounts, loans, mortgages, etc.) preferred.

• 2+ years of experience in a retail or customer service environment.
• Previous experience in the financial services or credit union industry is highly preferred.

• Communication
  
  Skills:
  
  Excellent verbal and written communication skills, with the ability to convey complex information clearly and effectively.
• Time Management
  
  Skills:
  
  Ability to manage multiple tasks and projects concurrently, prioritizing work to meet deadlines.
• Sales
  
  Skills:
  
  Ability to identify members’ needs and recommend appropriate financial products and services that align with those needs. Demonstrates confidence in presenting solutions, explaining benefits clearly, and guiding members through the decision-making process.
• Relationship Building:
  Skilled in building trust, overcoming objections, and creating value-driven conversations that result in long-term relationships and increased product adoption. Establish strong positive relationships within the branch and across departments to ensure seamless…