Member Consultant - Pawnee Branch - Wichita, KS

Member Consultant - Pawnee Branch - Wichita, KS

The Member Consultant delivers an exceptional in-branch experience by building meaningful connections with members and understanding their unique financial needs. This role is responsible for processing transactions accurately, introducing and educating members on credit union products and services, fulfilling service requests, and seamlessly transitioning members to specialized representatives when appropriate. The Member Consultant plays a key role in identifying opportunities to simplify members' financial lives and referring them to solutions that support their goals.

Essential functions include establishing new member relationships, retaining and building existing member relationships, providing account servicing and maintenance, processing transactions efficiently and accurately, instructing members on products/services, ensuring required documentation is completed thoroughly and accurately, promoting benefits of self-service banking, assisting members with obtaining consumer loan products, identifying qualified referrals and transitioning members to appropriate referral partners, completing defined on-boarding process, surveying branch to ensure zones are functioning and adequately supplied, performing branch specific duties, and actively embracing the universal associate concept.

Qualifications include a high school diploma or equivalent, knowledge of financial products and services offered by credit unions, 2+ years of experience in a retail or customer service environment, previous experience in the financial services or credit union industry, excellent verbal and written communication skills, ability to manage multiple tasks and projects concurrently, and experience as an experienced team player in a goal-oriented environment. Working conditions include standard office conditions, low to moderate noise, limited lifting up to 25 lbs, and the ability to stand for long periods of time.