Jobs · Sales · New Mexico

Financial Consultant

Nusenda Credit Union · Santa Fe, NM · 3 wk ago
On-siteSalesFull-time

About the role

Nusenda Credit Union is seeking a Full-Time Financial Consultant to join our St. Michaels Branch. The position requires working 37-40 hours per week, with open availability Monday-Saturday.

Responsibilities

  • Aid members with their financial needs through a consultative needs-based approach.
  • Educate members on value-added products/services to meet individual needs, including opening and closing accounts/memberships, consumer loans (excluding home loan products), and answering questions about products and services.
  • Refer members to specialized departments, as needed.
  • Support the Teller line, as needed.
  • Handle problem resolution within your authority level.
  • Process transactions in accordance with established policies, procedures, laws, and regulations, with a high degree of accuracy.

Requirements

  • Three to five years of relevant experience.
  • A High School Diploma or GED.
  • Knowledge of Teller and Platform Operations.
  • Ability to provide exceptional service.
  • Accuracy in numbers, procedural detail, processing, and balancing negotiable instruments.
  • Ability to handle multiple responsibilities, meet deadlines, deal with sensitive information, and handle problem resolution.
  • Effective communication with internal and external customers, appropriate via in-person, email, etc.

Qualifications

Key Skills And Experience:

  • Knowledge of Teller and Platform Operations.
  • Ability to provide exceptional service.
  • Accuracy in numbers, procedural detail, processing, and balancing negotiable instruments.
  • Ability to handle multiple responsibilities, meet deadlines, deal with sensitive information, and handle problem resolution.
  • Effectively communicate with internal and external customers, appropriately via in-person, email, etc.

Skills

  • Exceptional interpersonal skills.
  • Strong organizational and time management skills.
  • Ability to work independently and as part of a team.
  • Excellent customer service skills.

Benefits

Nusenda Credit Union offers competitive employee benefits, including:

  • Several health and wellness options.
  • Competitive 401(k) matching contributions.
  • Professional development opportunities.
  • Tuition assistance.

Pay

The salary range for this position is $[Salary Range], commensurate with experience.

Schedule

The ideal candidate will have open availability Monday-Saturday, working 37-40 hours per week.

Equal Opportunity Employer

Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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