Rize Credit Union · 2 months ago
Member Service Consultant - Part Time
Las Vegas, NV
Full-time, Part-time
Onsite
Entry Level
$20/hr - $25/hr
1+ years expRize Credit Union is seeking a Member Service Consultant to deliver exceptional service and build strong relationships with customers. The role involves managing member accounts, assisting with financial transactions, and achieving sales and service goals while providing a welcoming environment for members.
BankingFinanceFinancial Services
Responsibilities
Responsible for opening and servicing consumer accounts, interviewing, counseling, and cross-selling credit union products and services to deepen member relationship
Performs account maintenance (such as address changes, disputes, replacement check and card orders, IRA maintenance, deposits, and payment processing) primarily by using the member facing remote delivery option whenever possible. Educates members on how future servicing needs may be facilitated digitally
Makes decisions on fee reversals, courtesy credit (service recovery) and provisional credit within assigned authority limit
Contacts prospective and current members via phone and/or email to offer information on products and services to obtain additional business
Manages lobby traffic. Engage with members by welcoming them with a warm friendly smile, pleasant demeanor, using their name, whenever possible and thanking them for their business. Enthusiastically greets and interacts with members to proactively identify and address their service or sales needs
Acts as member advocate resolving account service issues, connecting with experts as needed, and responding to member inquiries promptly and effectively throughout resolution
Has deep working knowledge of all products and services offered by the credit union. Exhibits strong sales and service skills, presenting relevant and beneficial products and services. Proactively educates members on utilizing available access channels (ex: ATM, Online, Mobile, etc.) Takes action to meet assigned standards. Connects members to appropriate internal (i.e., video kiosk) or external partners (i.e., insurance and wealth management services) as necessary
Participates in branch development activities in coordination with branch management, community development and business development as needed
Answers questions and refers issues requiring second level support to appropriate personnel. Ensures members understand next steps, follows up as required and matters are resolved to the members satisfaction
Uses sound judgement and executes financial transactions in accordance with credit union policies and procedures while maintaining an acceptable record in daily balancing
Completes other duties as assigned including assisting with coverage needs at other locations or departments as necessary (Member Care Center, Account Services, or other back-office departments)
Qualification
Required
High school diploma or general education degree (GED)
Minimum one year of sales or retail experience in fast-paced, customer service environment
Proficient skills navigating a PC and internet browser
Working knowledge of Microsoft 365 products (Outlook, TEAMS, Word, Excel)
Working knowledge of smart phone and using APPs
Strong written and oral communication skills
Ability to work independently to manage and follow-up on assigned tasks
Ability to multi-task, anticipate members' needs and creatively recommend solutions to provide a positive outcome
Punctual and have reliable attendance – ability to use time effectively
Regular movement throughout the workday, including sitting, standing, and walking to perform branch service functions
Occasionally lift and carry up to 5 lbs
Operate routine office equipment
Routinely perform work on a computer for an average of 6–8 hours per day, as needed
Work extended hours whenever required or requested by management
Maintain regular, reliable, and timely attendance
Preferred
Bilingual in Spanish and English preferred
Company
Rize Credit Union
We’re more than just a financial institution. We’re your trusted partner on your journey toward financial empowerment.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Daniel Rader
President/CEO
Tony Salse
Chief Technology Officer
Company data provided by crunchbase