Meritrust Credit Union

Member Consultant

Location US-KS-Wichita
Posted Date 3 weeks ago(2/27/2018 3:48 PM)
Job ID
# Positions
Teller/Member Services Associate
Mon-Fri various part time hours and every Sat 9am-12noon
Regular Part-Time
4319 North Meridian


The Member Consultant provides an exceptional in-branch experience by actively engaging with members on a personal basis to determine products and/or services that simplify the member’s life. Responsibility to the member includes processing transactions, introducing products/services, fulfilling service events or transitioning to a specialized service representative, educating on use of products/services, and identifying and transitioning qualified referrals.


  • Establish new member relationships, opening 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 member 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 machine, 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.



  • Accept responsibility and accountability for achieving team goals and completing team tasks.
  • Skillfully question prospective and existing members to determine current and future financial needs.
  • Match products/services of the credit union with the needs of the member.
  • Convert member financial problems into solutions.
  • Move seamlessly within the branch from service transactions to product conversations as branch demand dictates.
  • Recognize and respond to fluctuations in branch traffic.
  • Demonstrate unwavering integrity, ensuring member commitments are honored.
  • Appreciate and understand diverse needs of broad member base.
  • Serve as passionate member advocate.
  • Wholeheartedly embrace the values of Meritrust – Integrity, Safe & Secure, Courage, Leadership, Passion, Teamwork – to ensure the profitability and success of the organization.
  • Recognize and convey what sets Meritrust apart from other financial institutions.
  • Communicate information to members and teammates in a clear and concise manner by listening carefully, asking clarifying questions, and adapting style and information for each interaction.



  • Excellent interpersonal and communication skills.
  • Experienced team player in a goal-oriented environment.
  • High school diploma required. Post high school education, or equivalent, preferred.
  • Background in sales, education, and/or finance helpful.
  • Excellent computer skills. Comfortable with technology.
  • Financially astute.


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