What are the responsibilities and job description for the Financial Consultant position at Nusenda Brand?
Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values.
As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more!
Thank you for your interest in joining the Nusenda team!
We are currently seeking a Full-Time Financial Consultant to join our Team as a Universal Placement UP who can work 37-40 hours per week, with open availability Monday-Saturday.
As a Financial Consultant, you will be a trusted financial resource to existing and potential members by utilizing a consultative approach to evaluate, educate and fulfill members’ financial needs. You will show adaptability and knowledge regarding all functions and processes of both the teller and platform operations. You will identify opportunity to refer members to business services, mortgage services, home equity lending, and investment services as needed.
What you’ll do:
- Assist members with their financial needs through a consultative needs-based approach.
- Identify and educate members on value-added products/services to meet individual needs to include opening and closing accounts/memberships, consumer loans (excluding home loan products), and answering questions about products and services.
- Refer members to specialized departments, as needed.
- Support the Teller line, as needed.
- Handle problem resolution with your authority level.
- Process transactions in accordance with established policies, procedures, laws and regulations, and with a high degree of accuracy.
What you’ll need:
- Three to five years of similar or related experience
- High School Diploma or GED
Key skills and experience:
- Knowledge of Teller and Platform Operations.
- Ability to provide exceptional service.
- Accuracy in numbers, procedural detail, processing, and balancing negotiable instruments.
- Must be able to handle multiple responsibilities, meet deadlines, deal with sensitive information and handle problem resolution.
- Effectively communicate with internal and external customers appropriately via in person, email, etc.
Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.