Member Consultant - Boulder

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.

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

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

Benefits

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

Skills

Excellent communication skills
Ability to build and maintain strong relationships
Strong customer service orientation
Proficiency in Microsoft Office Suite

Qualifications

High school diploma or equivalent
Experience in a customer-facing role preferred

Pay

Commensurate with experience

Schedule

Full-time, Monday-Friday 8:30am - 5:30pm