Financial Services Consultant 3
About the role
The Financial Services Consultant 3 (FSC 3) applies advanced working knowledge of branch tools, products, and processes to manage a high-volume workload and deliver consistently exceptional, member‑centric service with a high degree of autonomy. This role supports credit union growth and member financial well‑being through proactive, consultative conversations, complex membership and deposit solutions, and advanced consumer lending origination and closing. The FSC 3 serves as a resource for the branch by sharing product and process expertise, providing informal guidance to peers as needed, and supporting service and compliance consistency. This role may contribute input to job aids and process improvements and supports training activities as assigned.
Responsibilities
- Deliver comprehensive, consultative service across a full range of member transactions; independently resolve complex account and lending issues using sound judgment within policy and delegated authority.
- Own end-to-end onboarding for new and existing members, including advanced deposit solutions and account maintenance, ensuring accuracy, documentation quality, and regulatory adherence.
- Originate, process, and close consumer loans (including more complex credit scenarios) independently; perform needs‑based discovery, product structuring, and documentation review while adhering to lending policy and compliance standards.
- Recognize life events, financial patterns, or emerging needs and recommend tailored products and services