Bilingual Member Consultant I, Pool

About the role

The Member Consultant I role requires a strong focus on customer service, education, and problem-solving. This position is designed to assist members with a variety of services, including account transactions, product education, and cross-selling opportunities.

Responsibilities

• Create a positive and memorable member experience by cultivating, maintaining, and enhancing relationships in person, over the phone, or other channels as appropriate.
• Assist with problem resolution within scope of authority. Responsible for referring more complex problems to senior authority along with resolution recommendations.
• Maintain and secure money in cash drawer according to credit union security and procedural guidelines.
• Balances cash drawer and daily transactions.
• Aid in daily balancing and closing out of the branch.
• Receive and process a variety of member savings, checking, and credit transactions, including, but not limited to, deposits, withdrawals, transfers, and loan payments, as well as sales of money orders and traveler's checks in accordance with the Credit Union procedures.
• Identify cross-sell opportunities and educate members on credit union products and services.
• Aids members in connecting to appropriate department(s) for specific information and services.
• Provide support to other branches, including working weekends and/or extended hours as required to operate the business.
• Maintain knowledge of the Credit Union's policies and procedures.
• Maintain knowledge of regulations (i.e., Reg CC, Bank Secrecy Act, OFAC, Patriot Act, Reg E, Reg DD, etc.), and model the ethical behavior expected from every employee.
• Maintain working knowledge of current products and services offered.

Requirements

• 1+ years customer service experience in banking, retail, or related field required.
• A high school diploma or equivalent.
• Must have and maintain a valid driver's license.

Skills

• Success in identifying, initiating, and nurturing new or on-going business opportunities.
• Self-starting, results-oriented professional.
• Effective verbal and written communication skills.
• Ability to analyze credit and financial information.
• Ability to motivate or influence internal staff and external members.
• Demonstrated ability to plan and prioritize work to meet commitments.
• Knowledge of current products and services offered.

Benefits

Includes competitive salary, performance-based incentives and bonuses, comprehensive health insurance, 401(k) matching, tuition reimbursement, company holidays, and generous PTO.

Pay

Salary range is $25,000 - $30,000 annually, depending on experience and qualifications.

Schedule

The schedule may vary due to branch needs. The position covers branch staffing needs in Region One or Region Two.