Member Consultant - Longmont

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

What Sets Us Apart

• Career development and pathing opportunities to move into leadership roles or other lines of business within Meritrust Credit Union such as Commercial Lending, Finance, Marketing, Underwriting, Member Solutions, Training, Human Resources, and more
• Supportive and engaging work environment
• A wellness and sustainable work culture that puts family, community, and health first
• A work environment that encourages personal and professional growth, teamwork, and treating everyone equally

Schedule

Full-time position working 40 hours a week, Monday-Friday 8:30am - 5:30pm and Saturdays 8:30am - 1:30pm.

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 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 and assist with problem resolution for members in accordance with established procedures and regulations
• For more complex transactions, transition the member to remote service
• Process transactions efficiently and accurately while using transaction detail to ascertain additional needs
• Instruct members as appropriate on products and services to ensure maximum benefit, use, and comfort
• Ensure required documentation is completed thoroughly and accurately; follow up quickly with the member to resolve any identified deficiencies
• Promote the 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 the 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 and services offered to members and utilize all credit union services to assist members effectively
• Complete the defined onboarding process to ensure an enhanced member experience
• Continually survey the branch to ensure zones are functioning and adequately supplied
• Perform branch-specific duties including, but not limited to, balancing the vault, managing recyclers and coin machines, processing night deposits, ordering and preparing currency, completing audit duties, and assisting with opening and closing the branch as scheduled
• Actively embrace the universal associate concept by supporting fellow employees, adapting promptly to modifications, promoting a positive team environment in the branch, and working with branch associates to meet goals