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Credit Union West · 2 weeks ago

Member Service Consultant

Prescott, AZ, US

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Credit Union West is a recognized employer in Arizona, known for its commitment to employee satisfaction. The Member Service Consultant role focuses on enhancing member experiences through consultative conversations and providing sound financial advice while supporting various branch operations.

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 OfficeEffective 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