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Meritrust Credit Union · 1 day ago

Member Consultant - Tyler Branch

Wichita, KS

Full-time

Onsite

New Grad, Entry Level

$20/hr - $25/hr

Meritrust Credit Union is committed to representing and meeting the needs of its communities through diverse perspectives. The Member Consultant role focuses on delivering an exceptional in-branch experience, building meaningful connections with members, and understanding their unique financial needs while processing transactions and promoting credit union products and services.

Banking

Responsibilities

Establish new member relationships, 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. Assist with problem resolution for members, in accordance with established procedures and regulations. For more complex transactions, transition 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/services to ensure maximum benefit, use and comfort

Ensure required documentation is completed thoroughly and accurately. Should a deficiency be identified later, follow up quickly with member to resolve

Promote benefits of self-service banking (e.g., e-ATMs, on-line banking, mobile banking) to members

Assist members with obtaining consumer loan products by accepting loan applications and partnering with 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/services offered to members and, when possible, utilize all credit union services in order to assist members effectively

Complete defined on-boarding process to ensure enhanced member experience

Continually survey branch to ensure zones are functioning and adequately supplied

Perform branch specific duties including, but not limited to, balancing vault, managing recyclers and coin machines, processing night deposits, ordering/preparing currency, completing audit duties and assisting with opening/closing branch as scheduled

Actively embrace the universal associate concept. Support fellow employees, adapt to modifications promptly, promote a positive team environment in the branch, and work with branch associates to meet goals

Qualification

Member relationship managementTransaction processingConsumer loan productsFinancial product knowledgeTeam collaboration

Required

Deliver an exceptional in-branch experience by building meaningful connections with members and understanding their unique financial needs

Process transactions accurately

Introduce and educate members on credit union products and services

Fulfill service requests

Seamlessly transition members to specialized representatives when appropriate

Identify opportunities to simplify members' financial lives and refer them to solutions that support their goals

Establish new member relationships, 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

Assist with problem resolution for members, in accordance with established procedures and regulations

Process transactions efficiently and accurately while using transaction detail to ascertain additional needs

Instruct members as appropriate on products/services to ensure maximum benefit, use and comfort

Ensure required documentation is completed thoroughly and accurately

Promote benefits of self-service banking (e.g., e-ATMs, on-line banking, mobile banking) to members

Assist members with obtaining consumer loan products by accepting loan applications and partnering with 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/services offered to members

Complete defined on-boarding process to ensure enhanced member experience

Continually survey branch to ensure zones are functioning and adequately supplied

Actively embrace the universal associate concept

Support fellow employees, adapt to modifications promptly, promote a positive team environment in the branch, and work with branch associates to meet goals