MAX Credit Union ยท 3 weeks ago
Member Service Consultant
Montgomery, AL
Full-time
Onsite
New Grad, Entry LevelMAX Credit Union is committed to simplicity, integrity, and hospitality. As a Member Service Consultant, you will guide members through their financial journey, providing tailored solutions and exceptional service to foster lasting relationships.
FinanceFinancial ServicesInsuranceLending
Responsibilities
Proactively engages with members to identify needs and offer tailored solutions that align with their financial goals
Opens new accounts while clearly explaining available products, services, and required disclosures
Educates members on self-service options including Online Banking, Mobile Banking, and Debit/ATM card access
Fosters long-term member relationships by promoting trust, credibility, and satisfaction with each interaction
Accurately assists members in completing necessary documentation for services such as direct deposit, stop payment orders, payroll deductions, and fraud claims
Handles member inquiries and requests via mail, phone, or in person, ensuring all responses are compliant with policies and delivered in a timely, empathetic manner
Escalates complex member issues appropriately while ensuring a seamless handoff and follow-up
Maintains a comprehensive understanding of Credit Union products, services, promotions, and policies
Effectively cross-offers appropriate solutions and educates members on financial tools that enhance their banking experience
Tracks member engagement and opportunities through CRM tools or assigned systems
Assists with branch responsibilities including receptionist and front-line representative coverage on a rotating basis to maintain operational proficiency
Supports operational efficiency by adhering to established policies, procedures, and security protocols
Maintains accurate records and completes administrative tasks related to member servicing
Collaborates effectively with team members, supporting a positive, inclusive, and solutions-oriented work environment
Contributes to team success through participation in meetings, sharing feedback, and supporting process improvements
Maintains a member first mindset
Upholds core values and builds team member and customer relationships
Completes all training as required
Performs other duties as assigned
Qualification
Required
High degree of organization
Interpersonal influence
Attention to detail
Commitment to creating positive, solutions-focused experiences
Ability to engage with members to identify needs and offer tailored solutions
Ability to open new accounts and explain available products, services, and required disclosures
Ability to educate members on self-service options including Online Banking, Mobile Banking, and Debit/ATM card access
Ability to foster long-term member relationships
Ability to assist members in completing necessary documentation for services
Ability to handle member inquiries and requests via mail, phone, or in person
Ability to escalate complex member issues appropriately
Comprehensive understanding of Credit Union products, services, promotions, and policies
Ability to cross-offer appropriate solutions and educate members on financial tools
Ability to track member engagement and opportunities through CRM tools or assigned systems
Ability to assist with branch responsibilities including receptionist and front-line representative coverage
Ability to support operational efficiency by adhering to established policies, procedures, and security protocols
Ability to maintain accurate records and complete administrative tasks related to member servicing
Ability to collaborate effectively with team members
Participation in meetings, sharing feedback, and supporting process improvements
Maintaining a member first mindset
Upholding core values and building team member and customer relationships
Completing all training as required
Benefits
Comprehensive health and dental coverage
200% employer 401k match!
Access to pharmacy and wellness programs
Supportive work environment with recognition for outstanding service
And more!
Company
MAX Credit Union
MAX Credit Union is a financial service firm offering loans, insurance, wealth management and such other services.
Founded in 1955
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Martin Head
President & CEO
Michael Hart
EVP/COO
Recent News
2022-05-27
Company data provided by crunchbase