Member Service Consultant

Company: Credit Union West
Location: Prescott
Posted on: January 24, 2023

Job Description:

Are you a self-motivated and goal-oriented individual looking to work with an organization that focuses on helping their members meet their financial goals? Credit Union West is looking for applicants who are motivated to enhance our members' quality of life by offering products and services to meet their needs. Our Member Service Consultants are universally trained to help members with transactions, new accounts and loans and have the opportunity to earn incentives for achievement of sales results. Applicants should have comprehensive experience in the service industry.

Credit Union West has been named a 'Top Company to Work for in Arizona' for the tenth year in a row (2013-2022)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction.

Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to competitive wages, Credit Union West also offers the following:

* Full-time employees receive 100% paid health, dental & vision insurance
* Earn incentives up to 15%, depending on position
* 401K plan with employer matching funds up to 5%
* Tuition reimbursement
* Gym membership reimbursement
* Paid time off for holidays, vacation, and sick days
* Diverse and inclusive workplace
* Credit Union West membership and discounts



Be part of our award-winning team!

POSITION PURPOSE

Enhances the quality of life for our members by meeting or exceeding their service expectations. Provides high quality service, defined as ensuring prompt and accurate transactions, while utilizing a needs-based referral and selling approach that builds member relationships, trust and loyalty, delivered in a professional, member-centric environment. Responsible for providing a variety of paying and receiving functions for members in person, via phone, and through the mail. Balances each day's transactions and assigned cash and negotiables. Performs a broad variety of member services functions such as opening and closing accounts, renewing certificates, and assisting members with questions and problems, providing a complete service experience. Answers members' questions regarding Credit Union services and performs a variety of account maintenance duties. Actively cross-sells Credit Union services and participates in needs- based sales environment. Performs specific assigned tasks, and assists other Member Service Consultants with duties as required.

QUALIFICATIONS

EDUCATION/CERTIFICATION:

High school graduate or equivalent.

REQUIRED KNOWLEDGE:

Thorough knowledge of Credit Union products, services, and policies.

Understanding of Teller/Member Service Representative functions.

Member Service driven.

EXPERIENCE REQUIRED:

One year to three years of similar or related experience in the banking and/or financial industry preferred.

SKILLS/ABILITIES:

Strong interpersonal and communication skills.

Well organized.

Able to operate related computer applications and basic business equipment.

Good team player abilities.

Notary & NMLS preferred. Certificate required upon hire.

Keywords: Credit Union West, Prescott , Member Service Consultant, Professions , Prescott, Arizona