Member Consultant - Arvada 52nd

About the role

The Member Consultant delivers an exceptional in-branch experience by building meaningful connections with members and understanding their unique financial needs. This role is responsible for processing transactions accurately, introducing and educating members on credit union products and services, fulfilling service requests, and seamlessly transitioning members to specialized representatives when appropriate. The Member Consultant plays a key role in identifying opportunities to simplify members’ financial lives and referring them to solutions that support their goals.

Responsibilities

• Establish new member relationships, 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.
• Aid in 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.
• Determine if member needs are being met during transaction processing time.
• 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 deficiencies identified later.
• Promote benefits of self-service banking (e.g., e-ATMs, online banking, mobile banking) to members.
• Absorb and 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, 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 machines, 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.

Requirements

We recognize that in order to meet the needs of our communities, we must represent our communities. Our success relies on creating a culture where we have diverse perspectives and a true sense of belonging. This is a journey, and we pledge to do more than simply check the box.

Qualifications

This is a full-time position working 40 hours a week, Monday-Friday 8:30am - 5:30pm.

Benefits

• Comprehensive medical insurance plan
• Dental and vision insurance
• Generous paid-time-off
• 12 paid holidays
• 401(k) plan
• Wellness program
• Tuition assistance
• Employee loan discount
• Employee Assistance Program (EAP)
• Life and disability coverage

Schedule

This is a full-time position working 40 hours a week, Monday-Friday 8:30am - 5:30pm.