Purdue Federal Credit Union · 23 hours ago
Member Consultant
West Lafayette, IN
Full-time
Onsite
New Grad, Entry LevelPurdue Federal Credit Union is dedicated to providing an exceptional in-branch member experience. The Member Consultant will handle basic member needs including teller transactions, account maintenance, and educating members about services.
BankingFinancial Services
Responsibilities
Responsible for performing a variety of cash and non-cash transactions. This includes:
Cashing checks
Receiving deposits
Processing funds transfers
Processing loan payments
Verifying authenticity of negotiable instruments
Selling cashier’s checks, teller’s checks, and money orders
Help with end of day balancing if necessary
Notary services
Responsible for assisting members with their account maintenance needs. This can include but is not limited to the following:
Resolving account discrepancies by performing file maintenance and account changes as applicable (disputes, unauthorized transactions, stop payments, change of address, name changes, wires, add/remove joints and beneficiaries, etc.)
Educating and helping members with electronic services including automated phone system, Mobile Banking App, Online Banking, MRDC, etc
Research and resolve account issues
Responsible for performing various card (ATM and Debit) related functions. This includes:
Creating, blocking, and activating credit cards, ATM cards, or EMV debit cards
Maintaining an accurate log of cards processed, destroyed, and received
Researching fraud, transaction history, payments, and purchases
Completing loss and stolen reports as needed
Act as a liaison between member and Card Services department
Balancing instant issue card machine and doing card stock inventory daily
Referrals
Maintain and deepen relationships with credit union members
Identify needs and refer members to Purdue Fed team members who have expertise in those products and services
Encourage members to use self-service banking solutions
Qualification
Required
Ability to analyze applications, reports, data, and documents required to continue the request (CIP, credit reports, etc.…)
Ability to quickly and effectively build relationships through listening and interacting with members and associates
To effectively and efficiently arrive at a solution to various problems encountered
Being able to discuss items with members and co-workers in a clear and precise manner while being an active listener
Working as part of a team to build positive work relationships and experience, serve members and achieve branch goals
Prioritizing and working on multiple tasks as required in a timely manner
To ensure calculations are done correctly by using basic mathematical skills
Being able to handle high volume of cash through the workday
To create documents, letters, spreadsheets, send/receive emails, etc
Fiserv, DocuSign, Meridian Link, and others
BSA, MLA, etc
Company
Purdue Federal Credit Union
Purdue Federal Credit Union is a financial cooperative and Trusted Financial Partner For Life.
Founded in 1969
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Brian Musser
Senior Vice President/CFO
Company data provided by crunchbase