Member Consultant

PenAir Credit Union Job Opportunity

Since 1936 PenAir® Credit Union has been the catalyst where community, resources, and impact come together and produce a powerful force for good. We have a unique culture and we're passionate about it. Grown from the values we hold most dear, three guiding principles shape how we see the people we serve, the community around us, and our role within it. These guiding principles are Respect, Service, and Communerosity® and they're woven throughout our culture.

PenAir is where people and community, resources and expertise align with your values to create real impact. Generational impact through strong financial education and support. We care about the things you care about. As the largest and oldest credit union in Pensacola, Florida, with more than $2.5 billion in assets, our purpose is to enhance the lives of those we serve in the Florida Panhandle, Southern Alabama, and Virginia.

Enhances members' lives in a digital retail financial environment by proactively handling advanced sales and service. Identifies members' needs through discovery and advice, offers suitable solutions with high acceptance. Provides an engaging and notable experience to the membership. Resolves inquiries accurately and mentors new teammates.

Major Duties and Responsibilities:

• Member Financial Education: Uncovers existing and potential members' needs and recommend solutions to improve their financial well-being using a sales through service consultative approach. Conducts all member service functions including consumer accounts, account maintenance, business accounts as well as unsecured and collateralized loans. Ensures all engagements are resolved successfully in the members perspective.
• Technology Education: Proactively educates members on emerging and existing self-serve technology and digital solutions such as mobile/online banking, bill pay, remote deposit capture and ITM services with a high level of member adoption.
• Documentation and Reporting: Ensures that all necessary documentation and supporting materials are properly maintained, and that required reports are prepared as needed. All tasks are completed in a timely manner.
• Referral Opportunities: Recognizes referral opportunities and refer members to internal business partners for specialized services including investments, mortgage, or commercial lending.
• Team Support: Communicates effectively with all frontline areas to ensure exceptional member experience.
• Other Duties Performs other job-related duties as assigned.

Minimum Qualifications:

• Minimum three (3) years of financial institution experience in member service or cash operations or comparable experience in cash handling, customer service, or sales experience or as a result of demonstrating consistent and proficient knowledge, ability and accuracy of all aspects of the job.
• A high school degree or equivalent
• Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
• Ability to change focus efficiently in a fast-paced environment, manage multiple priorities, conduct a needs-based dialogue, use multiple applications on a computer simultaneously, utilize knowledge and resources to effectively problem solve and make sound decisions. Expectation to complete all levels of training, proving proficient in their knowledge within 12-18 months.

The starting wage for this role is $24.15 per hour.