What are the responsibilities and job description for the Senior Member Consultant Flex (North) position at Meritrust Credit Union?
We recognize that in order to meet the needs of our communities, we must represent our communities. Our success relies on creating a culture where we have diverse perspectives and a true sense of belonging. This is a journey, and we pledge to do more than simply check the box.
When you join the Meritrust team, your benefits will include:
Position Summary
The Senior 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.
Essential Functions
When you join the Meritrust team, your benefits will include:
- Comprehensive medical insurance plan
- Dental and vision insurance
- Generous paid-time-off
- 12 paid holidays
- 401(k) plan
- Wellness program
- Tuition assistance
- Employee loan discount
- Employee Assistance Program (EAP)
- Life and disability coverage
- Career development and pathing opportunities to move into leadership roles or other lines of business within MCU such as Commercial Lending, Finance, Marketing, Underwriting, Member Solutions, Training, Human Resources, and more.
- Supportive and engaging work environment.
- A wellness and sustainable work culture that puts family, Mother Nature, our community, and your health first.
- A work environment that encourages personal as much as professional growth, teamwork to make the dream work, and treating everyone equally.
- Studies have shown that individuals from marginalized and or historically underrepresented groups may be less likely to apply for jobs unless they meet every one of the qualifications listed. We are most interested in finding the best candidate for the job. We would encourage you to apply for a job at Meritrust Credit Union, even if you don’t meet every one of our qualifications listed.
Position Summary
The Senior 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.
Essential Functions
- Establish new member relationships, open 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 members 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 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 machines, 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
Salary : $26 - $33