Purdue Federal Credit Union · 1 day ago
Member Consultant II
West Lafayette, IN
Full-time
Onsite
Mid LevelPurdue Federal Credit Union is seeking a Member Consultant II who provides an elevated level of service by handling complex member needs and supporting them through their financial journey. This role involves delivering personalized member experiences, managing account maintenance, and providing consumer lending support while maintaining a strong understanding of credit union products and services.
BankingFinancial Services
Responsibilities
Deliver a seamless, personalized, and friction-free member experience across account, loan, and service interactions
Resolve escalated questions, provide financial education, and guide members through product options
Engage members in meaningful conversations to uncover needs and recommend appropriate solutions
Open, close, and reinstate accounts while completing CIP requirements
Perform complex maintenance such as disputes, unauthorized transactions, stop payments, beneficiary changes, and account number changes
Troubleshoot digital/mobile banking issues and assist members with adoption
Interview members to gather information, assess needs, and recommend appropriate loan products
Collect supporting documentation and prepare complete loan files for underwriting
Communicate loan decisions clearly and professionally
Process approved loans with accuracy and ensure members receive required disclosures
Maintain strong understanding of credit reports, income verification, and lending guidelines
Process card activations, replacements, blocks, and lost/stolen reports
Research fraud claims, transaction history, and exceptions
Balance instant-issue card equipment and maintain accurate inventory
Maintain advanced knowledge of products, services, lending, systems, and compliance
Take ownership of personal development by participating in ongoing training, seeking feedback, and building knowledge and skills relevant to role, department, compliance, and credit union’s mission
Qualification
Required
Strong commitment to exceptional, effortless member experience
Intermediate skill in account maintenance, CIP, and digital banking support
Ability to learn and explain credit union products in a consultative manner
Strong analytical, problem-solving, and documentation skills
Excellent communication skills; able to explain complex information clearly
Proficiency in Fiserv/DNA, MeridianLink, DocuSign, and Microsoft Office
Ability to manage multiple priorities with accuracy and professionalism
Ability to communicate, verbally and in writing, in a professional manner when dealing with employees, members, vendors and company contacts
Ability to follow the core values of honesty, integrity, mutual respect, pride and ownership
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