MEMBER CONSULTANT

Member Consultant

Location: Santa Fe, NM

Schedule of Work: (not a remote or hybrid position) - Monday to Thursday: 8:30 AM to 5:30 PM - Friday: 8:30 AM to 6:30 PM - Rotating Saturday: 9:00 AM to 1:00 PM Please note that this schedule is subject to change as needed.

As a valued full-time team member, you'll enjoy fantastic benefits that promote your health and well-being:

• Comprehensive Medical, Dental, and Vision Insurance
• Paid Short-Term Disability, Life Insurance, and AD&D
• Holiday Pay, Vacation, Birthday, Floating Holiday & Sick Leave
• Tuition Reimbursement for Professional Development
• 401(k) Plan with Employer Match
• Pension Plan for Long-term Security
• Exciting Opportunities for Career Advancement
• We're here to support your growth and well-being!

Overall Job Purpose

At Sandia Area, every position plays a vital role in fulfilling our mission to deliver high-value banking and lending services that strengthen the financial well-being of our members and community. Each team member is expected to embody our core values of Service, Sustainability, Efficiency, Trust, Stewardship, and Growth, contributing to our vision of empowering lifelong achievement through better banking.

Sandia Area Federal Credit Union is hiring a Member Consultant to join our branch team. This front-line role combines relationship-building with secure operational support to help our members achieve lifelong financial success.

Responsibilities include, but not limited to:

• Consultative Service: Build member relationships, open accounts, and guide members through loan applications.
• Transaction Accuracy: Securely handle cash, process financial transactions, and balance drawers flawlessly.
• Goal Driven: Proactively identify financial needs to meet or exceed individual and branch performance goals.
• Team Flexibility: Adapt to changing branch needs, assisting with opening, closing, and routine operations.
• Regulatory Compliance: Adhere strictly to credit union policies, financial laws, BSA, and OFAC regulations.

Qualifications

• Expertise in member engagement, financial consulting, and transactional services with a strong understanding of financial institution operations and compliance.
• Ability to analyze financial information, interpret credit reports, and provide appropriate banking recommendations tailored to member needs.
• Proficiency in executing financial transactions with a high degree of accuracy, integrity, and attention to detail.
• Ability to explain and recommend financial products using a consultative, member-first approach that prioritizes financial well-being.
• Exceptional time management and organizational skills, with the ability to prioritize tasks, manage multiple responsibilities, and adapt to a fast-paced environment.
• Proactive in seeking professional growth, embracing both formal and informal development opportunities, and demonstrating adaptability to new responsibilities.
• Strong interpersonal and member service skills to cultivate meaningful relationships and deliver exceptional member experiences.
• Adept at learning and utilizing new banking technologies, systems, and processes to enhance service delivery and operational efficiency.
• Thorough understanding of regulatory compliance requirements and a demonstrated ability to adhere to established policies and procedures to ensure operational integrity.
• Analytical and problem-solving skills to effectively resolve member concerns and operational challenges.
• Team-oriented with a strong collaborative mindset, actively supporting team members and contributing to a positive and high-performing branch environment.
• Ability to perform essential branch operations
• Must be able to transition from station to station as needed to serve members and lift up to 15 lbs.

Education and Experience Requirements

• High school diploma or GED required.
• Minimum of one year of customer service, financial services, or sales, preferably within a credit union or banking environment.
• Experience handling financial transactions and cash, demonstrating accuracy and compliance with security protocols.
• Working knowledge of credit union operations, financial products, and industry best practices.

Sandia Area Federal Credit Union (SAFCU) is an Equal Opportunity Employer.

SAFCU provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.