Description

Responsible for providing an exceptional in-branch member experience, who builds and deepens relationships with members by proactively uncovering financial needs. They are expected to recommend products/services that maximizes and creates a remarkable member experience. Processes a variety of financial transactions including check cashing, withdrawals, deposits, and loan payments. The Member Relationship Consultant will perform financial and sales-related transactions on stationary and mobile devices. Identifies, troubleshoots, and resolves member service issues. Manages a self-developed pipeline of members and prospects for future selling opportunities with the objective of meeting or exceeding assigned sales goals. This is a multi-faceted role and requires exceptional member service skills, product/service knowledge, technological expertise and attention to detail and adherence to operations policies and procedures.

Requirements Preferred:

• High School Diploma or General Education Degree (GED).

• Minimum of two years of work - related experience as a Member Service Consultant and/or Relationship Banker in the financial industry. Work-related experience should consist of a background in financial services, retail, or general sales. Educational experience, through in-house training sessions, formal school, or financial industry related curriculum, should be applicable to the financial, retail, or sales industries.

• Strong familiarity with digital banking channels such as ATM, online, and mobile.

• Exhibits a passion and commitment to great member service by consistently delivering the service process to every member of Credit Union ONE.

• Work ethic that is consistent with Credit Union ONE Core Values and delivery of the Value Proposition.

• Energizing force in the branch; someone who likes to be lead and sets a high pace of energy, enthusiasm and engagement with other employees and members. A certain degree of creativity and latitude is required.

• Strong knowledge of credit union data processing systems functions that relate to processing member transactions.

• Hold a valid Michigan Credit Insurance License or obtain such designation within 9 months of hire date.

• Obtain and maintain NMLS registration within 4 months of hire date.

• Take real estate loan applications within 4 months of NMLS registration.

• Position may require written and spoken fluency in a foreign language depending on branch assignment.

• Expert skills in computer terminal, personal computer, and mobile/electronic device operation; mainframe computer system; word processing and spreadsheet software programs.

• Intermediate typing and math skills to meet production needs of the position.

• Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, read, analyze, and interpret documents, understand procedures, write correspondence, and speak clearly to members and employees.

• Exceptional oral communication skills with the ability to perform onsite demonstrations of convenient related devices.

• Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.

• Ability to work with no supervision while performing duties.

Qualifications

Behaviors

Required

• Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

• Enthusiastic: Shows intense and eager enjoyment and interest

Education

Required

• High School / GED or better

Experience

Required

• 2 years: Member Service Consultant, Personal Banker, or Loan Originator/Officer experience