Meritrust Credit Union Member Consultant in Lawrence, Kansas
The Member Consultant provides an exceptional in-branch experience by actively engaging with members on a personal basis to determine products and/or services that simplify the member’s life. Responsibility to the member includes processing transactions, introducing products/services, fulfilling service events or transitioning to a specialized service representative, educating on use of products/services, and identifying and transitioning qualified referrals.
Establish new member relationships, opening 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 for members, in accordance with established procedures and regulations. For more complex transactions, transition member to remote service.
Process transactions efficiently and accurately while using transaction detail to ascertain additional needs. Transaction processing time is used to determine if member needs are being met.
Instruct members as appropriate on products/services to ensure maximum benefit, use and comfort.
Ensure required documentation is completed thoroughly and accurately. Should a deficiency be identified later, follow up quickly with member to resolve.
Promote benefits of self-service banking (e.g., e-ATMs, on-line banking, mobile banking) to members.
Assist members with obtaining consumer loan products by accepting loan applications and partnering with direct lending team to facilitate member funding.
Identify qualified referrals and transition member to the appropriate referral partner (e.g., investments, mortgage, small business).
Stay abreast of all current and developing products/services offered to members and, when possible, utilize all credit union services in order to assist members effectively.
Complete defined on-boarding process to ensure enhanced member experience.
Continually survey branch to ensure zones are functioning and adequately supplied.
Perform branch specific duties including, but not limited to, balancing vault, managing recyclers and coin machine, processing night deposits, ordering/preparing currency, completing audit duties, and assisting with opening/closing branch as scheduled.
Actively embrace the universal associate concept. Support fellow employees, adapt to modifications promptly, promote a positive team environment in the branch, and work with branch associates to meet goals.
Excellent interpersonal and communication skills.
Experienced team player in a goal-oriented environment.
High school diploma required. Post high school education, or equivalent, preferred.
Background in sales, education, and/or finance helpful.
Excellent computer skills. Comfortable with technology.
Hours (i.e. Mon-Fri 9am-6pm & some Sats 9am-12noon): Mon-Fri 9am-6pm and Saturday rotation 9am-12noon
Street: LAWRENCE WEST
Street 2: 650 Congressional, Suite 400
External Company Name: Meritrust Credit Union
External Company URL: www.meritrustcu.org
Post End Date: 1/31/2019