Truity Credit Union ยท 3 days ago
Part- Time Member Consultant
Bartlesville, OK
Full-time
Onsite
Entry Level
1+ years expTruity Credit Union is seeking a Part-Time Member Consultant to build and maintain strong relationships with members by providing exceptional service for deposit-related and consumer-lending products. The role involves assisting members with inquiries, processing loans, and providing guidance on account management.
BankingFinancial Services
Responsibilities
Actively listen and respond to employee and member inquiries, suggestions, requests, and concerns while providing exceptional service
Originate, evaluate, authorize approval, process, and disburse consumer loans within authority
Provide in lobby and consumer lending assistance by processing loans and working with members
Process transaction requests by credit union members
Evaluate and decision in lobby account openings including mortgage accounts, balancing service to the member and risk to the credit union
Evaluate and decision the closings of accounts or decisioning the reopening of a closed account, balancing service to the member and risk to the credit union
Complete and process documentation for IRA deposits, withdrawals, rollovers, and transfers on behalf of the member
Analyze and decision waiving of penalties and fees
Perform other member service duties including but not limited to: redeeming savings bonds, researching member inquiries, performing notaries, etc
Process and print new and replacement cards
Counsel members on account management and provide guidance, information and tools as needed i.e. account balancing, spending management, improving credit, etc
Have a good working knowledge of our products and services and the benefits they provide to members
Offer products and services to members explaining how the recommendation will benefit them
Manage and complete actions needed for fraud/identity theft/disputes related to cards, checks, ACH and account takeover. Complete documentation, working with member to determine extent of situation and action steps to take to correct/minimize loss and risk to both the member and the credit union
Assist members with questions regarding their mortgage, credit cards and credit resolution issues, etc
Complete outbound calling initiatives to increase product and service usage and build stronger relationships with members
Rotate between assisting credit union members from the teller line and member consultants desks as directed by manager
Perform opening and closing duties ensuring all security measures and procedures are adhered to on a daily basis
Provide assistance to outside branches and other departments with questions
Successfully complete all applicable compliance training and testing
Participate in business development activities including community partner relations
Assist Spanish-speaking members when applicable
Assist in Contact Center as assigned
Participate in ongoing training to ensure proper procedures are implemented and followed
Assist with approving and evaluating transactions for others and providing overrides
Assist members in opening, closing and accessing safe deposit boxes while ensuring the security of the safe deposit area, including monitoring access and maintaining confidentiality
Participate on project and teams as assigned
Perform other duties and responsibilities as assigned
Qualification
Required
A minimum of one year up to three years of similar or related experience, including preparatory experience
A high school degree or equivalent
Regular attendance and timeliness are essential functions of this position
While performing this job, the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity
The employee must occasionally reach above or below normal body position, stoop or bend, and carry, lift or move objects weighing up to 25 pounds
A normal range of hearing, vision, and speech are required to effectively work with co-employees and members
Knowledge of modern office equipment
Knowledge of technology and various software programs the Credit Union utilizes to do business with its members
Knowledge of Credit Union products and services
Knowledge of member service functions, operations, regulations, and procedures to process members requests and answer questions
Ability to read and interpret a variety of instructions furnished in written, oral, diagram, and schedule form
Ability to organize and prioritize in order to meet deadlines
Ability to solve practical problems and deal with variables in situations
Ability to write routine reports and correspondence and speak effectively before members and employees
Skill in excellent communication and interpersonal skills to effectively work with members and co-employees
Skill in typing and personal computer
Successfully complete all applicable compliance training and testing
Pursue opportunities for professional growth and development through training, education and self-study
Company
Truity Credit Union
Truity Credit Union is a financial services company that offers checking savings accounts, credit cards, and mortgages services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Aaron Beldner
President & CEO
Steve S. Mooney
CTO/CISO
Recent News
American Banker
2023-02-13
American Banker
2022-10-12
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