Meritrust Credit Union

Member Consultant

US-KS-Lawrence
4 weeks ago
Job ID
2017-2336
# Positions
1
Category
Teller/Member Services Associate
Hours
Mon-Fri 1:30 to 6:15 pm and Saturday 9:00 to 12noon
Type
Regular Part-Time
LAWRENCE EAST
2321 Harper Street

Overview

The primary function of this position is to deliver high quality service to our members. This includes identifying members’ needs and offering Meritrust products and services.

Responsibilities

The following duties are normal for this position. These are not to be construed as exclusive or all-inclusive. Other duties may be required and assigned.

  • Able to perform all Teller I, Teller II, MSA I, II duties and responsibilities (see job descriptions) plus the following:
  • Actively sells and cross-sells Credit Union products and services through face to face and phone contact within the guidelines of the established production program. Role plays this process with less experienced employees.
  • Meets set goals for cross sales, product penetration, services per household, ancillary products, investment services, and any other sales and service goals and objectives.
  • Stays focused and remains positive while juggling multiple demands and shifting priorities.
  • Takes ownership of own actions and willingly changes course if necessary; owns up to mistakes.
  • Works with minimum direction or feedback from supervisors.
  • Match a competitor’s CD rate. Follow policy guidelines for authority level.
  • Authorizes automobile title lien releases
  • Authorizes high dollar checks presented by members
  • Approves Payment/Due Date Adjustment agreements on consumer loans
  • Processes payment reversals/corrections on consumer loans
  • Reviews and approves loan Extension Agreements
  • Assists in training new and lesser skilled employees
  • Processes Home Equity loan applications.
  • Performs other duties as assigned by supervisor
  • Completion of annual Meritrust education and development program

Qualifications

  • Sales experience of 2 years or more preferred
  • Previous financial institution experience of 3 years or more preferred, including cash handling and member service. Knowledge of principles and practices of a financial institution
  • Excellent oral communication skills
  • Ability to operate applicable PC programs necessary for job function
  • High School diploma or equivalent
  • Six months in MSA II position recommended

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