Member Consultant

Contacte al anunciante
A Member Consultant interacts with members through a variety of communication channels including: Face to face, Drive Thru, Phones, Mobile Apps, Chat, SMS, and/or Video Banking. In listening to our member's needs and goals, a Member Consultant recommends different types of consumer lending and account products, along with completing and decisioning consumer loan applications. Additionally, this role will also assist members with self-serve education, transactions, budgets, account maintenance, and other account related issues. Duties and Responsibilities: * Open membership savings, checking, certificates of deposit, Individual Retirement Accounts (IRA), and other credit union accounts or products * Provide information and recommendations to members concerning services and products, directing them to appropriate person when needed * Assist members with consumer lending questions and applications * Listen to member needs, identify, and recommend products and services aligning with member's needs * Determining different types of consumer loan and credit options that are available to the member * Analyze member's financial situation and credit report to determine if it is in the member's best interest to approve the loan * Review loan agreements and gather required documentation and ensure completeness and accuracy in accordance to policy * Approve loans within specified limits, and refer loan applications outside those limits to management for approval * Partner with members to understand their financial goals and assist in creating a personal budget to help them achieve those goals * Proactively reach out to members on products or services that would be a beneficial to help achieve their financial goals * Assist members with accurately and efficiently processing transactions * Provide education to members on our self-serve options * Execute wire or ACH transferring of funds * Instant issue debit, credit, and gift cards * Troubleshoot credit or debit card issues, online banking questions, or other general account related questions and issues * Balance and maintain personal cash drawer and branch vault, and appropriate currency logs if applicable * Other duties as assigned Qualifications and Skills: * 1+ years of consumer lending experience preferred * 1-2 yea
Categoría: Empleos ›
Subcategoría: Internet ›
A Member Consultant interacts with members through a variety of communication channels including: Face to face, Drive Thru, Phones, Mobile Apps, Chat, SMS, and/or Video Banking. In listening to our member's needs and goals, a Member Consultant recommends different types of consumer lending and account products, along with completing and decisioning consumer loan applications. Additionally, this role will also assist members with self-serve education, transactions, budgets, account maintenance, and other account related issues. Duties and Responsibilities: * Open membership savings, checking, certificates of deposit, Individual Retirement Accounts (IRA), and other credit union accounts or products * Provide information and recommendations to members concerning services and products, directing them to appropriate person when needed * Assist members with consumer lending questions and applications * Listen to member needs, identify, and recommend products and services aligning with member's needs * Determining different types of consumer loan and credit options that are available to the member * Analyze member's financial situation and credit report to determine if it is in the member's best interest to approve the loan * Review loan agreements and gather required documentation and ensure completeness and accuracy in accordance to policy * Approve loans within specified limits, and refer loan applications outside those limits to management for approval * Partner with members to understand their financial goals and assist in creating a personal budget to help them achieve those goals * Proactively reach out to members on products or services that would be a beneficial to help achieve their financial goals * Assist members with accurately and efficiently processing transactions * Provide education to members on our self-serve options * Execute wire or ACH transferring of funds * Instant issue debit, credit, and gift cards * Troubleshoot credit or debit card issues, online banking questions, or other general account related questions and issues * Balance and maintain personal cash drawer and branch vault, and appropriate currency logs if applicable * Other duties as assigned Qualifications and Skills: * 1+ years of consumer lending experience preferred * 1-2 yea
Categoría: Empleos ›
Subcategoría: Internet ›
Contacte al anunciante