Meritrust Credit Union

  • Flex Member Consultant

    Location US
    Posted Date 3 weeks ago(6/1/2018 5:51 PM)
    Job ID
    2018-2463
    # Positions
    1
    Category
    Retail Operations
    Hours
    Mon-Fri 9am-6pm & some Sats 9am-12noon
    Type
    Regular Full-Time
  • Overview

    The Flex 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.  This position supports our branch teams and fills in where needed.

    Responsibilities

    • 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.

    Qualifications

     

    • 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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