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Member Account Consultant jobs in United States
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Energy Capital Credit Union · 1 day ago

Member Account Consultant

Energy Capital Credit Union (ECCU) is dedicated to helping its members achieve their financial goals at every stage of life. The Member Account Consultant will assist members with banking transactions and inquiries, educate them on financial products, and ensure high-quality service standards.
BankingEnergyFinancial Services
Hiring Manager
Christy Hennington
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Responsibilities

Assisting members with day-to-day banking transactions
Account openings
Loan applications
Inquiries
Educating members on financial products
Solving customer-related issues
Ensuring all interactions meet high-quality service standards
Cross-selling products and services to help members achieve their financial goals
Adhering to compliance and company policies

Qualification

Customer serviceFinancial productsCommunication skillsFinancial software proficiencyProblem-solving skillsAttention to detailBanking experienceBachelor’s degreeTeam collaboration

Required

Customer service and communication skills to assist members with inquiries and transactions
Knowledge of financial products, account management, and loan processes
Problem-solving and critical-thinking skills for addressing and resolving member concerns
Attention to detail, accuracy, and organizational abilities to ensure smooth daily operations
Ability to work collaboratively in a team-oriented environment

Preferred

Bachelor's degree in Finance, Business, or related field
Proficiency with financial software and computer systems is an advantage
Previous experience in banking, credit unions, or financial services is a plus

Company

Energy Capital Credit Union

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Energy Capital Credit Union established in 1934 by a group of Humble Oil and Refining Co. employees, (known today as ExxonMobil Corporation).

Funding

Current Stage
Early Stage
Company data provided by crunchbase