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PenAir Credit Union · 1 month ago

Member Consultant

Fort Walton Beach, FL, US

Full-time

Onsite

Mid Level

$24.15/hr - $24.15/hr

3+ years exp

PenAir Credit Union is a community-focused financial institution dedicated to enhancing the lives of its members. The Member Consultant role involves providing advanced sales and service in a digital retail financial environment, identifying members' needs, and offering suitable financial solutions while ensuring an engaging experience.

BankingFinancial ServicesSecurity

Responsibilities

Member Financial Education: Uncovers existing and potential members’ needs and recommend solutions to improve their financial well-being using a sales through service consultative approach. Conducts all member service functions including consumer accounts, account maintenance, business accounts as well as unsecured and collateralized loans. Ensures all engagements are resolved successfully in the members perspective

Technology Education: Proactively educates members on emerging and existing self-serve technology and digital solutions such as mobile/online banking, bill pay, remote deposit capture and ITM services with a high level of member adoption

Documentation and Reporting: Ensures that all necessary documentation and supporting materials are properly maintained, and that required reports are prepared as needed. All tasks are completed in a timely manner

Referral Opportunities: Recognizes referral opportunities and refer members to internal business partners for specialized services including investments, mortgage, or commercial lending

Team Support: Communicates effectively with all frontline areas to ensure exceptional member experience

Other Duties Performs other job-related duties as assigned

Qualification

Financial institution experienceCustomer serviceSales experienceCash handlingMulti-taskingDiplomacyProblem solvingCommunication

Required

Minimum three (3) years of financial institution experience in member service or cash operations or comparable experience in cash handling, customer service, or sales experience or as a result of demonstrating consistent and proficient knowledge, ability and accuracy of all aspects of the job

A high school degree or equivalent

Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation

Ability to change focus efficiently in a fast-paced environment, manage multiple priorities, conduct a needs-based dialogue, use multiple applications on a computer simultaneously, utilize knowledge and resources to effectively problem solve and make sound decisions

Expectation to complete all levels of training, proving proficient in their knowledge within 12-18 months