Flex Sr Member Consultant - Wichita

DescriptionThe 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

QualificationsEducation/Certification:

High School diploma or equivalent.

Required Knowledge:

Knowledge of financial products and services offered by credit unions (e.g., checking accounts, loans, mortgages, etc.) preferred.

Experience Required:

2+ years of experience in a retail or customer service environment.
Previous experience in the financial services or credit union industry is highly preferred.

HARD/TECHNICAL SKills/Abilities:

Excellent verbal and written communication skills, with the ability to convey complex information clearly and effectively.
Ability to manage multiple tasks and projects concurrently, prioritizing work to meet deadlines.
Experienced team player in a goal-oriented environment.

WORKING CONDITIONS

Standard office conditions
Low to moderate noise
Limited lifting up to 25 lbs.
Must be able to stand for long periods of time

This description has been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Essential functions, requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

The Credit Union believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.