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Member Consultant

Member Consultant

Purdue Federal Credit UnioWest Lafayette, IN, United States
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Member Consultant

Branch and Retail

West Lafayette, IN

ID : 1141-588

Full-Time / Regular

The Member Consultant is responsible for providing an exceptional in-branch member experience by handling member needs including teller transactions, wire transfers, and card reissuance. Utilizing a needs-based approach, the Member Consultant will offer solutions based on member needs and how they like to conduct their banking. Time spent in various aspects of this role will vary from day-to-day depending upon branch traffic and needs. Employees are expected to demonstrate and maintain an up-to-date knowledge of and ensure compliance with applicable regulatory requirements, including but not limited to BSA, OFAC, CIP, and internal policies and procedures. Must comply with all SAFE Act registration procedures.

  • Employees are expected to adhere to all rules and regulations applicable to this position, including but not limited to all policies and procedures pertaining to the Bank Secrecy Act.

Duties and Responsibilities (Essential Functions) :

  • Maintain and deepen relationships with credit union members to achieve branch and individual performance goals and provide excellent member service by following Purdue Federal's service expectations.
  • Identify and refer members to Purdue Federal team members who have expertise in products such as new accounts and loans.
  • Provide account servicing and maintenance, and assist with problem resolution for clients in accordance with all established procedures and regulations.
  • Process transactions accurately, assist with operational activities and responsibilities, and maintain flexibility.
  • Encourage members to use self-service banking solutions including, ATMs and digital banking to enhance their service experience.
  • Help create amicable and productive working relationships with other Purdue Federal team members including support departments.
  • Take ownership of personal development opportunities.

    • Required Skills

    Knowledge, Skill, and Ability Requirements :

    Education and Credentials

  • High School Diploma or GED Equivalent

    • Experience

  • Minimum of 6 months experience financial services industry, retail, and / or sales
  • Consideration will be given to those with a Bachelor's Degree in Business or Sales without 6 months of previous experience.
  • Customer service experience

    • Knowledge / Skills / Abilities

  • Competent computer skills
  • Problem solving skills
  • Proven success in a sales environment
  • Capable of managing and prioritizing a multitude of tasks
  • Ability to communicate, verbally and in writing in a professional manner when dealing with employees, members, vendors and company contacts
  • Ability to follow the core values of honesty, integrity, mutual respect, pride and ownership

    • Work Environment / Physical Demands :

  • This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phone, photocopiers, filing cabinets and fax machines.
  • This position requires manual dexterity, the ability to lift files and open filing cabinets.
  • This position requires sitting, bending, stooping or standing as necessary.

    • Purdue Federal Credit Union is an Equal Opportunity Employer / Veterans / Disabled

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