Tennessee Valley Federal Credit Union (TVFCU) · 16 hours ago
Personal Consultant M-TH 8:45-5:15, F 8:45-6:15, Every Other Sat 8:45-1:15
Corporate Headquarters - Chattanooga, TN 37402
Full-time
Onsite
Entry, Mid LevelTennessee Valley Federal Credit Union (TVFCU) is seeking a Personal Consultant to provide exceptional service to its members. This role involves opening new accounts, facilitating wire transfers, and building strong relationships with members while promoting TVFCU products and services.
BankingCredit CardsDebit CardsFinanceFinancial Services
Responsibilities
Energetically engage members/potential members in the session while promoting an atmosphere of exceptional member service through positive member interactions
Initiate and maintain engaging member conversations to understand their financial goals and/or concerns. Address their inquiries by offering personalized solutions and accurate information
Proactively identify opportunities to deepen member relationships and recommend appropriate TVFCU products and services
Promote the benefits of digital banking by educating members on online and mobile banking
Consistently provides exceptional member service, demonstrated by achieving an average Member Experience Evaluation score of 94
Maintain composure with a positive attitude while resolving member issues and discrepancies in a timely and professional manner. Collaborate with manager and/or relevant departments when necessary
Meet or exceed established production goals by uncovering needs and offering TVFCU products and services
Maintain in-depth knowledge to have the ability to answer routine to complex questions regarding products, services, policies and procedures
Process various member transactions, including, but not limited to deposits, withdrawals, and loan payments in an accurate, efficient, and timely manner
Maintain confidentiality of all member information
Maintain in-depth knowledge to have the ability to answer routine to complex questions regarding products, services, policies and procedures
Maintain knowledge and comply with all policies and procedures. Complete all required training
Proactively demonstrate the TVFCU core values of integrity, honesty, flexibility, teamwork, leadership, accountability and strong relationships in every interaction with members
Perform other duties as assigned
Qualification
Required
High school diploma or equivalent
Strong interpersonal and communication skills, with the ability to explain financial concepts clearly, especially on video
Proven experience in coaching, customer service or sales role, preferable within the credit union industry
Experience in managing multiple priorities independently and/or in a team environment to achieve goals
Experience in member/customer service operations to include understanding of effective member/customer service philosophy
Experience in responding effectively to highly sensitive, complex and/or urgent member/customer requests
Experience in work which displays increasing levels of responsibility and/or authority
Working knowledge of retail banking industry best practices
Organizational, planning and time management skills
Proficient skill exercising initiative and using good judgment to make sound decisions
Proficient word processing and spreadsheet software skills
Effective skill in responding to requests regarding complex financial information/data
Ability to work in a fast-paced, changing environment, where multiple priorities need to be effectively managed
Ability to project a professional image and positive attitude in any work environment
Excellent interpersonal and communication skills, with the ability to explain financial concepts in a clear and understandable manner
Exceptional problem-solving skills and the ability to handle member concerns and complaints with professionalism and empathy
Ability to effectively interact with members and potential members in a professional manner with a demonstrated ability to achieve individual goals
Strong attention to detail and accuracy in handling financial transactions and maintaining member records
Ability to work effectively both independently and as a part of a team in a fast-paced, dynamic environment
Proficiency in using email and Microsoft Office tools
Flexibility to work weekends and/or extended hours as needed
Demonstrated commitment to providing outstanding customer service and building long-term relationships with members
Preferred
Bilingual skills are preferred
Additional certifications in finance or related fields are a plus
Company
Tennessee Valley Federal Credit Union (TVFCU)
Tennessee Valley Federal Credit Union exists to enhance members' lifestyles by offering a wide variety of financial products and services in 13 counties within the Tennessee Valley.
Founded in 1936
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Glen Chrzas
Chief Technology Officer
Company data provided by crunchbase