Member Consultant - Pawnee Branch

About the role

The Member Consultant delivers an exceptional in-branch experience by building meaningful connections with members and understanding their unique financial needs.

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, assist with problem resolution, and transition members to remote service for complex transactions.
• Process transactions efficiently and accurately while identifying additional member needs.
• Instruct members on products and services to ensure maximum benefit, use, and comfort.
• Ensure required documentation is completed thoroughly and accurately; follow up with members to resolve any deficiencies.
• Promote the benefits of self-service banking (e.g., e-ATMs, online banking, mobile banking).
• Assist members with obtaining consumer loan products by accepting loan applications and partnering with the direct lending team.
• Identify qualified referrals and transition members to appropriate referral partners (e.g., investments, mortgage, small business).
• Stay abreast of all current and developing products and 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 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.
• Actively embrace the universal associate concept by supporting fellow employees, adapting to modifications, promoting a positive team environment, and working with branch associates to meet goals.