Meritrust Credit Union · 10 hours ago
Member Consultant - Amidon Branch - Bilingual Spanish Preferred
Wichita, KS
Full-time
Onsite
New Grad, Entry LevelMeritrust Credit Union is a financial institution dedicated to delivering exceptional member experiences. The Member Consultant is responsible for building relationships with members, processing transactions, and educating them on various 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
Required
Bilingual in Spanish preferred
Experience in delivering exceptional customer service
Ability to establish and retain member relationships
Knowledge of credit union products and services
Experience in processing transactions accurately and efficiently
Ability to assist with problem resolution for members
Strong communication skills
Ability to promote self-service banking options
Experience in identifying qualified referrals
Ability to complete required documentation thoroughly and accurately
Ability to perform branch specific duties including balancing vault and managing recyclers
Ability to work collaboratively in a team environment
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