Flex Sr Member Consultant - Wichita

About the role

The Senior 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.

Responsibilities

• Process transactions efficiently and accurately while using transaction detail to ascertain additional needs.
• Establish new member relationships and open 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.
• Instruct members as appropriate on products/services to ensure maximum benefit, use and comfort.
• Ensure required documentation is completed thoroughly and accurately; follow up quickly with member to resolve any deficiencies.
• Promote benefits of self-service banking (e.g., e-ATMs, online 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 members to the appropriate referral partner (e.g., investments, mortgage, small business).
• Stay abreast of all current and developing products/services offered to members and utilize all credit union services to assist members effectively.
• Complete defined onboarding 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 machines
  • Processing night deposits
  • Ordering/preparing currency
  • Completing audit duties
  • 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.