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Meritrust Credit Union · 1 day ago

Member Consultant - Pawnee Branch

Wichita, KS

Full-time

Onsite

New Grad, Entry Level

$20/hr - $25/hr

Meritrust Credit Union is dedicated to providing exceptional service to its members, and they are seeking a Member Consultant to enhance the in-branch experience. This role involves building relationships with members, processing transactions, and educating them about financial products and services to simplify their financial lives.

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 productsSelf-service banking promotionTeam collaboration

Required