9 часов назад
Member Consultant
19 - 27$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Member Consultant (Financial Services): Creating in-person member experiences at retail locations through account origination, maintenance, transactions, and personalized financial product recommendations with an accent on member service, relationship development, and transaction accuracy. Focus on identifying financial needs, resolving complex account questions, meeting branch goals, and maintaining confidentiality and dual-control standards.
Location: 202 W Walnut St, Newport, Washington, USA; in-person work at retail locations
Salary: $19.48–$27.26 per hour; target range: $19.48–$22.00 per hour
Company
is a credit union focused on serving members, supporting their financial goals, and contributing to the local community.
What you will do
- Create in-person experiences for existing and prospective consumer members.
- Open new accounts and process account maintenance and transactional requests accurately.
- Review members’ financial positions and recommend products and services aligned with their goals.
- Promote ancillary products, submit partner referrals, and meet or exceed monthly branch goals.
- Answer member questions, resolve complex issues, and build long-term trust and loyalty.
- Process cash transactions and travel to or temporarily support other locations when needed.
Requirements
- High school diploma or equivalent.
- At least two years of experience as a teller, new accounts representative, or service representative in a financial institution; equivalent retail sales or service experience may be considered.
- Proficiency with Microsoft Office, including Outlook, Word, Excel, and Teams.
- Knowledge of consumer and fiduciary deposit products, account types, and lending products.
- Ability to operate a computer and regularly communicate with members; occasional lifting, pulling, pushing, and carrying of up to 10 pounds may be required.
Culture & Benefits
- Full-time employment with paid time off and 11 paid holidays.
- Medical, dental, vision, and life insurance.
- 401(k) matching contributions and a success-sharing plan.
- Training, career development, and tuition reimbursement.
- Fast-paced, deadline-oriented office environment with occasional travel to other locations.
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