• Banking Consultant I (20-28 hours per week)

  • Posted: 04/25/2021

    POSITION SUMMARY

    Responsible for consulting with Credit Union members in person and on the phone. Educates, recommends and sells products and services to members, including digital solutions. Performs member transactions in a timely, accurate and courteous manner.

    ESSENTIAL DUTIES AND RESPONSIBILITIES

    • Assists members with all routine transactions including teller machine transactions.
    • Creates a remarkable member experience by responding and providing resolutions to member requests with expertise.
    • Consults with members to identify and recommend Credit Union products and services based on financial need. Makes referrals to appropriate departments.
    • Responsible for maintaining cash drawer, cash recycler and the day to day operation of ATM machines (deposit and restocking of ATM).
    • Performs a wide range of account services including, but not limited to setting up mobile deposit, mobile banking and digital banking, credit and debit card activation, debit card inquiries, transfers, funding loans, handling debit card inquiries, address changes, stop payments, transfers, check orders, etc.
    • May process new account applications for basic consumer accounts.
    • Transforms the way banking is done by encouraging and coaching members to adopt new digital solutions (mobile banking, digital banking, ATM’s).
    • May perform opening and/or closing duties for the branch.
    • Contributes to the mission and visibility of the Credit Union by actively participating in community relations efforts.

    EDUCATION AND EXPERIENCE

    • High school diploma or currently pursuing a high school diploma required, two year degree preferred
    • Customer service and/or sales experience required
    • Notary Public designation in this position is optional

     

     

     

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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