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Meritrust Credit Union Senior Flex Member Consultant in Wichita, Kansas

  • The Senior Flex 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. These individuals are not assigned to one retail branch, but use their senior skill level to help supplement staff through the retail network.

  • 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.

Capabilities

  • Accept responsibility and accountability for achieving team goals and completing team tasks.

  • Skillfully question prospective and existing members to determine current and future financial needs.

  • Match products/services of the credit union with the needs of the member.

  • Convert member financial problems into solutions.

  • Move seamlessly within the branch from service transactions to product conversations as branch demand dictates.

  • Recognize and respond to fluctuations in branch traffic.

  • Demonstrate unwavering integrity, ensuring member commitments are honored.

  • Appreciate and understand diverse needs of broad member base.

  • Serve as passionate member advocate.

  • Wholeheartedly embrace the values of Meritrust – Integrity, Safe & Secure, Courage, Leadership, Passion, Teamwork – to ensure the profitability and success of the organization.

  • Recognize and convey what sets Meritrust apart from other financial institutions.

  • Communicate information to members and teammates in a clear and concise manner by listening carefully, asking clarifying questions, and adapting style and information for each interaction.

Characteristics

  • Relationship Builder

  • Service Champion

  • Team Player

  • Results Oriented

  • Proactive Problem Solver

  • Flexible

  • Energetic/Engaging

  • Resilient Optimist

  • Effective Listener

  • Compelling Communicator

  • Respectful

  • Forward Thinking

  • Minimum of two years job related experience, proficient knowledge and performance of the job responsibilities and capabilities of a member consultant.

  • 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.

  • Financially astute.

ID: 2021-2776

Hours (i.e. Mon-Fri 9am-6pm & some Sats 9am-12noon): Mon-Fri 9am-6pm & some Sats 9am-12noon

Street: 151 N Main

External Company Name: Meritrust Credit Union

External Company URL: www.meritrustcu.org

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