Member Consultant

Duties and Responsibilities (Essential Functions)

• Performing a variety of cash and non-cash transactions, including:
  • Cashing checks
  • Receiving deposits
  • Processing funds transfers
  • Processing loan payments
  • Verifying authenticity of negotiable instruments
  • Selling cashier’s checks, teller’s checks, and money orders
  • Notary services
• Aiding members with account maintenance needs, such as:
  • Resolving account discrepancies
  • Performing file maintenance and account changes
  • Helping members with electronic services
  • Researching and resolving account issues
• Performing various card-related functions, including:
  • Creating, blocking, and activating credit cards, ATM cards, or EMV debit cards
  • Maintaining an accurate log of cards processed, destroyed, and received
  • Researching fraud, transaction history, payments, and purchases
  • Completing loss and stolen report as needed
  • Acting as a liaison between member and Card Services department
  • Balancing instant issue card machine and doing card stock inventory daily
• Maintaining and deepening relationships with credit union members, identifying needs, and referring members to appropriate team members.
• Encouraging members to use self-service banking solutions.

Additional Requirements

• Analytical Skills - Ability to analyze applications, reports, data, and documents required to continue the request (CIP, credit reports, etc.…)
• People Skills - Ability to quickly and effectively build relationships through listening and interacting with members and associates.
• Problems Solving Skills - To effectively and efficiently arrive at a solution to various problems encountered.
• Communication Skills - Being able to discuss items with members and co-workers in a clear and precise manner while being an active listener.
• Interpersonal Skills - Working as part of a team to build positive work relationships and experience, serve members and achieve branch goals.
• Multi-tasking Skills - Prioritizing and working on multiple tasks as required in a timely manner.
• Mathematical Skills - To ensure calculations are done correctly by using basic mathematical skills.
• Cash Handling Skills - Being able to handle high volume of cash through the workday.
• Microsoft Office Skills - To create documents, letters, spreadsheets, send/receive emails, etc.

Company Specific Software

• Fiserv
• DocuSign
• Meridian Link
• Others

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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