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Member Consultant
Category: Other
  • Your pay will be discussed at your interview

Job code: lhw-e0-89803607

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Meritrust Credit Union

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  Job posted:   Fri May 18, 2018
  Distance to work:   ? miles
  1 Views, 0 Applications  
Member Consultant
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.

+ 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.

ID: 2018-2449

Hours (i.e. Mon-Fri 9am-6pm & some Sats 9am-12noon): Mon-Fri 9am-6pm & some Sats 9am-12noon


Street 2: 8015 E 22nd St North

External Company Name: Meritrust Credit Union

External Company URL:

Post End Date: 6/30/2018

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