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Member Consultant - Part-Time

Member Consultant - Part-Time

Purdue Federal Credit UnionWest Lafayette, IN, US
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Member Consultant - Part-Time

The key purpose of this position is to provide an exceptional in-branch member experience by handling all basic member needs including teller transactions, account maintenance, educating members, making recommendations, and card issues.

Responsible for performing a variety of cash and non-cash transactions. This includes :

  • Cashing checks
  • Receiving deposits
  • Processing funds transfers
  • Processing loan payments
  • Verifying authenticity of negotiable instruments
  • Selling cashier's checks, teller's checks, and money orders
  • Help with end of day balancing if necessary
  • Notary services

Responsible for assisting members with their account maintenance needs. This can include but is not limited to the following :

  • Resolving account discrepancies by performing file maintenance and account changes as applicable (disputes, unauthorized transactions, stop payments, change of address, name changes, wires, add / remove joints and beneficiaries, etc.)
  • Educating and helping members with electronic services including automated phone system, Mobile Banking App, Online Banking, MRDC, etc.
  • Research and resolve account issues

    • Responsible for performing various card (ATM and Debit) related functions. This includes :

  • Creating, blocking, and activating credit cards, ATM cards, or EMV debit cards
  • Maintaining an accurate log of cards processed, destroyed, and received.
  • Researching fraud, transaction history, payments, and purchases
  • Completing loss and stolen reports as needed
  • Act as a liaison between member and Card Services dept.
  • Balancing instant issue card machine and doing card stock inventory daily.

    • Referrals :

  • Maintain and deepen relationships with credit union members
  • Identify needs and refer members to Purdue Fed team members who have expertise in those products and services
  • Encourage members to use self-service banking solutions

    • Additional Requirements :

  • Analytical Skills - Ability to analyze applications, reports, data, and documents required to continue the request (CIP, credit reports, etc.)
  • People Skills - Ability to quickly and effectively build relationships through listening and interacting with members and associates.
  • Problems Solving Skills - To effectively and efficiently arrive at a solution to various problems encountered.
  • Communication Skills - Being able to discuss items with members and co-workers in a clear and precise manner while being an active listener.
  • Interpersonal Skills - Working as part of a team to build positive work relationships and experience, serve members and achieve branch goals.
  • Multi-tasking Skills - Prioritizing and working on multiple tasks as required in a timely manner.
  • Mathematical Skills - To ensure calculations are done correctly by using basic mathematical skills.
  • Cash Handling Skills - Being able to handle high volume of cash through the workday.
  • Microsoft Office Skills - To create documents, letters, spreadsheets, send / receive emails, etc.
  • Company Specific Software - Fiserv, DocuSign, Meridian Link, and others
  • Basic Compliance - BSA, MLA, etc.

    • Required Skills

    Education Requirements

  • High School Diploma or GED Equivalent; Associate Degree preferred

    • Experience

  • One year of direct customer-service and / or sales experience required Consideration may be given to candidates with a Bachelor's Degree with less than 1 year of previous experience.
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    Member Consultant • West Lafayette, IN, US

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