Meritrust Credit Union · 1 day ago
Member Consultant - Pueblo
Pueblo, CO
Full-time
Onsite
New Grad, Entry Level
$18/hr - $23/hrMeritrust Credit Union is committed to representing the needs of its communities and fostering a diverse workplace. The Member Consultant is responsible for delivering exceptional in-branch experiences by building meaningful connections with members, processing transactions, and educating them on credit union products and services.
Banking
Responsibilities
Establish new member relationships and 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 and assist with problem resolution for members in accordance with established procedures and regulations. For more complex transactions, transition the 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 and services to ensure maximum benefit, use, and comfort
Ensure required documentation is completed thoroughly and accurately. If a deficiency is identified later, follow up quickly with the member to resolve it
Promote the benefits of self-service banking (e.g., e-ATMs, online banking, mobile banking) to members
Assist members with obtaining consumer loan products by accepting loan applications and partnering with the 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 and services offered to members and, when possible, utilize all credit union services to assist members effectively
Complete the defined onboarding process to ensure an enhanced member experience
Continually survey the branch to ensure zones are functioning and adequately supplied
Perform branch-specific duties including, but not limited to, balancing the vault, managing recyclers and coin machines, processing night deposits, ordering and preparing currency, completing audit duties, and assisting with opening and closing the branch as scheduled
Actively embrace the universal associate concept by supporting fellow employees, adapting promptly to modifications, promoting a positive team environment in the branch, and working with branch associates to meet goals
Qualification
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 and 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 and 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 and services to ensure maximum benefit, use, and comfort
Ensure required documentation is completed thoroughly and accurately
Promote the benefits of self-service banking (e.g., e-ATMs, online banking, mobile banking) to members
Assist members with obtaining consumer loan products by accepting loan applications and partnering with the 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 and services offered to members
Complete the defined onboarding process to ensure an enhanced member experience
Continually survey the branch to ensure zones are functioning and adequately supplied
Perform branch-specific duties including, but not limited to, balancing the vault, managing recyclers and coin machines, processing night deposits, ordering and preparing currency, completing audit duties, and assisting with opening and closing the branch as scheduled
Actively embrace the universal associate concept by supporting fellow employees, adapting promptly to modifications, promoting a positive team environment in the branch, and working with branch associates to meet goals
Benefits
Comprehensive medical insurance plan
Dental and vision insurance
Generous paid-time-off
12 paid holidays
401(k) plan
Wellness program
Tuition assistance
Employee loan discount
Employee Assistance Program (EAP)
Life and disability coverage
Company
Meritrust Credit Union
Meritrust Credit Union offers loans, insurance, financial education, digital banking, and other services.
Founded in 1935
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
James Nastars
President/CEO
Jess Howard
VP, Chief Financial Officer
Recent News
2025-11-02
2025-11-01
Company data provided by crunchbase