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Credit Union West · 1 month ago

Part-time Member Service Consultant

Glendale, AZ, US

Full-time, Part-time

Onsite

New Grad, Entry Level

0+ years exp

Credit Union West has been recognized as a top employer in Arizona and is seeking a Part-time Member Service Consultant. This role focuses on enhancing member experiences through consultative conversations, supporting teller operations, and providing financial advice while building relationships with members.

BankingCreditFinancial ServicesInsurance

Responsibilities

Efficiently and accurately processes transactions in a friendly manner. Observe context and conversational cues and clues to identify product and service solutions to needs that are presented or emerging. Maintains proper security controls and uses sound judgment to place check holds. Asks questions and maintains knowledge regarding elder abuse and other scams to prevent frontline financial fraud. Responsible for individual cash drawer balancing and assisting with daily branch balancing activities. Encourages members to adopt digital services

Opens, maintains and closes a wide variety of membership accounts including but not limited to savings, checking, certificate, and retirement accounts. Provides proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Establishes member relationships by ensuring responsiveness and regular follow up and encourages member adoption of digital services

Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing and funding of consumer loans including personal, credit cards, and auto. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed

Performs other duties as assigned

Qualification

Customer service experienceFinancial institution knowledgeBank Secrecy Act knowledgeBilingualMicrosoft OfficeMulti-taskingEffective communicationCritical thinkingTime managementOrganizational skills

Required

A high school diploma or G.E.D

A minimum of 0-1 year of customer service experience, preferably in a financial institution

Ability to work shifts between the hours of Monday – Saturday 8am to 6pm

Live the mission, vision, and core values of the credit union

Thorough knowledge and understanding of organization's Employee Handbook

Able to communicate effectively and tactfully with employees and members both orally and in writing

Demonstrate critical thinking and being self-reliant to better analyze and solve problems

Effective time management and organizational skills

Ability to multi-task and be agile to serve members and employees

Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom)

Thorough knowledge and understanding of organization's Employee Handbook and policies

Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act