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Financial Services Consultant 1 at Sunward Federal Credit Union
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Interpersonal Communication, Organizational Skills, Attention To Detail, Microsoft Office, Consultative Selling, Financial Analysis, Customer Service, Cash Handling, Regulatory Compliance, Relationship Management, Cross Selling, Time Management
Specialization
Candidates need a minimum of one year of customer service experience and a high school diploma or equivalent. Proficiency in Microsoft Office and strong communication skills are required.
Financial Services Consultant 1 at Sunward Federal Credit Union
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Interpersonal Communication, Organizational Skills, Attention To Detail, Microsoft Office, Consultative Selling, Financial Analysis, Customer Service, Cash Handling, Regulatory Compliance, Relationship Management, Cross Selling, Time Management
Specialization
Requires a minimum high school diploma and at least one year of customer service experience, preferably in financial services or retail. Candidates must be proficient in Microsoft Office and capable of lifting up to 20 pounds.
Member Services Representative at Crunch Fitness - Fitness Ventures LLC
Norfolk, Virginia, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Problem Solving, Multitasking, Retail Sales, Administrative Support, Front Desk Operations, Interpersonal Skills, Account Management, Scheduling
Specialization
Candidates must have a high school diploma or GED and be at least 18 years old. A current Child and Infant CPR Certification is required or must be obtained within a designated timeframe.
Financial Services Consultant 1 at Sunward Federal Credit Union
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Customer Service, Consultative Selling, Cash Handling, Financial Transactions, Regulatory Compliance, Microsoft Office, Communication Skills, Organizational Skills, Attention To Detail, Problem Resolution, Cross Selling, Account Management, Anti Money Laundering, Information Technology, Interpersonal Skills
Specialization
Candidates must have at least one year of customer service or client-facing experience in a relevant industry. A high school diploma or equivalent is the minimum educational requirement for this position.
Sales Associate-Print&Services at Staples Inc.
Lindsay, Ontario, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication, Team Collaboration, Merchandising
Specialization
Preferred experience of 3 months to 1 year in a retail environment. Requires strong communication skills and the ability to work collaboratively within a team.
MAV Event Services Parking Team at MAV Event Services LLC
Boise, Idaho, United States - Full Time
Skills Needed
Traffic Direction, Customer Service, Parking Management, Communication, Problem Solving, Safety Monitoring, Payment Processing, Interpersonal Skills
Specialization
Candidates must have reliable transportation, a smartphone, and the physical ability to stand and walk for entire shifts. A clean criminal record with no felony convictions is strictly required.
Financial Services Consultant 1 at Sunward Federal Credit Union
Livermore, California, United States - Full Time
Skills Needed
Interpersonal Skills, Communication Skills, Organizational Skills, Attention To Detail, Microsoft Office, Information Technology, Verbal Communication, Written Communication, Adaptability, Task Management, Prioritization, Consultative Selling, Compliance, Integrity, Customer Service
Specialization
Candidates must possess a minimum of one year of customer-facing experience, preferably in financial services, retail, or hospitality, along with a high school diploma or equivalent experience. Required abilities include excellent communication, strong organizational skills, proficiency with Microsoft Office, and the capacity to manage multiple tasks in a fast-paced setting.
Financial Services Consultant 1 at Sunward Federal Credit Union
Los Lunas, New Mexico, United States - Full Time
Skills Needed
Consultative Sales, Customer Service, Consumer Loan Origination, Account Maintenance, Cash Handling, Member Outreach, Digital Banking Education, Bsa/Aml Compliance, Relationship Management, Problem Solving, Interpersonal Communication, Microsoft Office
Specialization
Requires a high school diploma or GED and prior customer service experience, preferably in a financial or retail environment. Candidates should be comfortable with entry-level sales goals and proactive member outreach.
Financial Services Consultant 1 at Sunward Federal Credit Union
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Interpersonal Skills, Communication Skills, Organizational Skills, Attention To Detail, Microsoft Office, Information Technology, Verbal Communication, Written Communication, Adaptability, Task Management, Prioritization, Consultative Selling, Compliance, Integrity, Customer Service
Specialization
Candidates must possess a minimum of one year of customer-facing experience, preferably in financial services, retail, or hospitality, along with a high school diploma or equivalent experience. Required abilities include excellent communication, strong organizational skills, proficiency with Microsoft Office, and comfort with information technology.
Financial Services Consultant 1 at Sunward Federal Credit Union
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Interpersonal Communication, Organizational Skills, Attention To Detail, Microsoft Office, Consultative Selling, Financial Analysis, Cash Handling, Customer Service, Regulatory Compliance, Relationship Management, Cross Selling, Time Management
Specialization
Requires a minimum high school diploma and at least one year of customer service experience, preferably in financial services or retail. Candidates must be proficient in Microsoft Office and capable of lifting up to 20 pounds.
Member Services Representative at Crunch Fitness - Fitness Ventures LLC
Auburn, Alabama, United States - Full Time
Skills Needed
Customer Service, Communication, Problem Solving, Multitasking, Retail Sales, Administrative Support, Front Desk Operations, Interpersonal Skills, Account Management, Scheduling
Specialization
Candidates must have a high school diploma or GED and be at least 18 years old. A current Child and Infant CPR Certification is required or must be obtained within a designated timeframe.
Sales Associate-Print&Services at Staples Inc.
Terrace, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication Skills, Team Collaboration, Merchandising
Specialization
Preferably 3 months to 1 year of retail experience. Requires strong communication skills and the ability to work collaboratively in a team environment.
Member Services Representative at Crunch Fitness - Fitness Ventures LLC
Norfolk, Virginia, United States - Full Time
Skills Needed
Customer Service, Communication, Problem Solving, Multitasking, Retail Sales, Administrative Support, Front Desk Operations, Interpersonal Skills, Account Management, Scheduling
Specialization
Candidates must have a high school diploma or GED and be at least 18 years old. A current Child and Infant CPR Certification is required or must be obtained within a designated timeframe.
Family Services Specialist I/II at Oklahoma Department Of Human Services
Guymon, Oklahoma, United States - Full Time
Skills Needed
Customer Service, Eligibility Determination, Casework Documentation, Data Entry, Policy Interpretation, Communication, Organizational Skills, Flexibility, Problem Solving, Time Management
Specialization
Candidates must have at least two years of clerical office experience or an equivalent combination of education and experience. A bachelor's degree is required for Level II, and all applicants must possess a valid driver's license.
Sales & Services Associate (v) at TOWNEPLACE SUITES BY MARRIOTT SAN DIEGO AIRPORT LIBERTY STATION
Gurgaon, haryana, India - Full Time
Skills Needed
Customer Service, Sales Techniques, Reservation Management, Communication, Problem Resolution, Telephone Etiquette, Data Entry, Loyalty Program Support, Conflict Resolution, Interpersonal Skills, Attention To Detail, Professionalism
Specialization
Candidates must possess a high school diploma or G.E.D. equivalent. No prior work experience is required for this role.
Sales Associate-Print&Services at Staples Canada
Sherwood Park, Alberta, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication Skills, Team Collaboration, Merchandising
Specialization
Preferred experience of 3 months to 1 year in a retail environment. Requires strong communication skills and the ability to work collaboratively within a team.
Manager, Environmental Services at Sutter Health
Berkeley, California, United States - Full Time
Skills Needed
Operational Leadership, Budget Management, Team Building, Regulatory Compliance, Infection Control, Waste Management, Process Improvement, Lean Methodology, Strategic Planning, Vendor Management, Staff Supervision, Performance Management, Conflict Resolution, Analytical Thinking, Customer Service, Communication
Specialization
Candidates must have a high school diploma or GED and at least 8 years of recent relevant experience. Proficiency in regulatory standards such as TJC, OSHA, and Title 22, along with strong leadership and analytical skills, is required.
Experience Required
Minimum 5 year(s)
Financial Services Consultant 1 at Sunward Federal Credit Union
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Interpersonal Communication, Organizational Skills, Attention To Detail, Microsoft Office, Information Technology, Consultative Selling, Cash Handling, Member Relations, Regulatory Compliance, Financial Analysis, Problem Solving, Multitasking
Specialization
Requires a minimum high school diploma and at least one year of customer service experience, preferably in financial services or retail. Candidates must possess strong communication skills and proficiency in Microsoft Office.
Director of Nutrition Services at BMS Family Health and Wellness Centers
New York, New York, United States - Full Time
Skills Needed
Clinical Nutrition, Wic Program Management, Staff Supervision, Public Health Nutrition, Regulatory Compliance, Strategic Planning, Medical Nutrition Therapy, Community Outreach, Patient Centered Care, Data Analysis, Quality Improvement, Cultural Competency, Budget Management, Interdisciplinary Collaboration, Emr/Ehr Proficiency, Breastfeeding Counseling
Specialization
Requires a Bachelor's degree in Nutrition or Dietetics, RDN and NYS CDN certifications, and at least five years of experience in nutrition services. Candidates must have a minimum of three years of leadership experience and strong knowledge of USDA WIC regulations.
Experience Required
Minimum 5 year(s)
Member Services Representative at Crunch Fitness - Fitness Ventures LLC
Wichita Falls, Texas, United States - Full Time
Skills Needed
Customer Service, Communication, Problem Solving, Multitasking, Retail Sales, Administrative Support, Front Desk Operations, Interpersonal Skills, Account Management, Scheduling
Specialization
Candidates must have a high school diploma or GED and be at least 18 years old. A current Child and Infant CPR Certification is required or must be obtained within a designated timeframe.
Financial Services Consultant 1 at Sunward Federal Credit Union
Albuquerque, New Mexico, United States -
Full Time

Start Date

Immediate

Expiry Date

05 Aug, 26

Salary

22.0

Posted On

07 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Interpersonal Communication, Organizational Skills, Attention To Detail, Microsoft Office, Consultative Selling, Financial Analysis, Customer Service, Cash Handling, Regulatory Compliance, Relationship Management, Cross-selling, Time Management

Industry

Banking

Description
Description Job Summary: This role is a front-line member facing position that handles daily financial transactions, analyzes member’s needs, performs consultative selling for our financial products, and ensures a smooth onboarding and membership experience. Support the credit union’s mission, vision, and service standard. The role requires a high degree of integrity, compliance with regulatory standards, and a strong focus on delivering exceptional member service. Essential Job Duties: Teller Duties Processes member transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check cashing Processes various transactions and answer member account inquiries. Post transactions to member’s account and maintain member records. Balances cash drawers at the beginning and end of shifts to ensure accuracy Balances cash drawer and other transactions correctly and according to standard operating procedures Issues cashier's checks, money orders, and bank drafts Verifies and reconcile daily transactions to maintain accurate records Proactively educates members of our products and services Member Service Duties: Resolves any issues and problems faced by members, providing timely and regular updates. Maintains a high level of professionalism and confidentiality in all member interactions. Assists members with the following: Deposit Accounts: Opening, closing, maintaining accounts and certificate of deposit. Monetary Transactions: Share draft orders, stop payments, statement copies, check deposits, and cash deposits/withdrawals. Deposit Services: Safe deposit boxes, direct deposits and payroll distributions, ATM/check card orders, pin numbers, and notary services. Loans: Credit card, loans, and bill payments Business Accounts- Open DBA, sole- Proprietor, LLC’s and Corporations. IRA and Fiduciary transactions Upholds the Credit Union’s compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures. Reports unusual or suspicious activity in writing to the Risk, Legal and Compliance Department. Complete Currency Transaction Reports (CTRs) and submit them to the designated internal department for quality control in a proper and timely manner. Ensures all member interactions and transactions are conducted with integrity and in compliance with applicable laws and regulations. Performs other duties as assigned. Financial Sales Duties: Develops and maintains strong relationships with members, understanding their needs and providing tailored financial products and solutions. Engages with members to understand their financial situations and short-term and long-term financial objectives. Performs consultative selling to offer personalized products to members to help them achieve their financial goals. Collaborates with other departments, such as Investment Services, Consumer Lending, Mortgage and Business lending, to provide comprehensive financial guidance. Promotes financial products and services that are suitable for members based on their needs. Identifies opportunities for account and membership growth and cross-selling additional products or services. Maintains knowledge around products and services offered. Requirements Required Skills/Abilities: Excellent interpersonal and communication skills Excellent organizational skills and attention to detail. Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication. Strong verbal/written communication skills Adaptability and willingness to learn new skills and technologies Ability to manage multiple tasks and prioritize effectively in a fast-paced environment Knowledge: Ability to become thoroughly knowledgeable of Credit Union products and services, features, and benefits. Education and Experience: Minimum one year of customer service or client-facing experience, preferably in a financial services, retail, or hospitality environment. Minimum high school diploma, or more than one year of related experience. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Needs to be flexible with schedule to meet the needs of the organization and membership. Must be able to lift 20 pounds at times.
Responsibilities
This role handles daily financial transactions and provides consultative selling of financial products to credit union members. It also ensures regulatory compliance with the Bank Secrecy Act and maintains high standards of member service.
Financial Services Consultant 1 at Sunward Federal Credit Union
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Interpersonal Communication, Organizational Skills, Attention To Detail, Microsoft Office, Consultative Selling, Financial Analysis, Customer Service, Cash Handling, Regulatory Compliance, Relationship Management, Cross Selling, Time Management
Specialization
Candidates need a minimum of one year of customer service experience and a high school diploma or equivalent. Proficiency in Microsoft Office and strong communication skills are required.
Financial Services Consultant 1 at Sunward Federal Credit Union
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Interpersonal Communication, Organizational Skills, Attention To Detail, Microsoft Office, Consultative Selling, Financial Analysis, Customer Service, Cash Handling, Regulatory Compliance, Relationship Management, Cross Selling, Time Management
Specialization
Requires a minimum high school diploma and at least one year of customer service experience, preferably in financial services or retail. Candidates must be proficient in Microsoft Office and capable of lifting up to 20 pounds.
Member Services Representative at Crunch Fitness - Fitness Ventures LLC
Norfolk, Virginia, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Problem Solving, Multitasking, Retail Sales, Administrative Support, Front Desk Operations, Interpersonal Skills, Account Management, Scheduling
Specialization
Candidates must have a high school diploma or GED and be at least 18 years old. A current Child and Infant CPR Certification is required or must be obtained within a designated timeframe.
Financial Services Consultant 1 at Sunward Federal Credit Union
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Customer Service, Consultative Selling, Cash Handling, Financial Transactions, Regulatory Compliance, Microsoft Office, Communication Skills, Organizational Skills, Attention To Detail, Problem Resolution, Cross Selling, Account Management, Anti Money Laundering, Information Technology, Interpersonal Skills
Specialization
Candidates must have at least one year of customer service or client-facing experience in a relevant industry. A high school diploma or equivalent is the minimum educational requirement for this position.
Sales Associate-Print&Services at Staples Inc.
Lindsay, Ontario, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication, Team Collaboration, Merchandising
Specialization
Preferred experience of 3 months to 1 year in a retail environment. Requires strong communication skills and the ability to work collaboratively within a team.
MAV Event Services Parking Team at MAV Event Services LLC
Boise, Idaho, United States - Full Time
Skills Needed
Traffic Direction, Customer Service, Parking Management, Communication, Problem Solving, Safety Monitoring, Payment Processing, Interpersonal Skills
Specialization
Candidates must have reliable transportation, a smartphone, and the physical ability to stand and walk for entire shifts. A clean criminal record with no felony convictions is strictly required.
Financial Services Consultant 1 at Sunward Federal Credit Union
Livermore, California, United States - Full Time
Skills Needed
Interpersonal Skills, Communication Skills, Organizational Skills, Attention To Detail, Microsoft Office, Information Technology, Verbal Communication, Written Communication, Adaptability, Task Management, Prioritization, Consultative Selling, Compliance, Integrity, Customer Service
Specialization
Candidates must possess a minimum of one year of customer-facing experience, preferably in financial services, retail, or hospitality, along with a high school diploma or equivalent experience. Required abilities include excellent communication, strong organizational skills, proficiency with Microsoft Office, and the capacity to manage multiple tasks in a fast-paced setting.
Financial Services Consultant 1 at Sunward Federal Credit Union
Los Lunas, New Mexico, United States - Full Time
Skills Needed
Consultative Sales, Customer Service, Consumer Loan Origination, Account Maintenance, Cash Handling, Member Outreach, Digital Banking Education, Bsa/Aml Compliance, Relationship Management, Problem Solving, Interpersonal Communication, Microsoft Office
Specialization
Requires a high school diploma or GED and prior customer service experience, preferably in a financial or retail environment. Candidates should be comfortable with entry-level sales goals and proactive member outreach.
Financial Services Consultant 1 at Sunward Federal Credit Union
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Interpersonal Skills, Communication Skills, Organizational Skills, Attention To Detail, Microsoft Office, Information Technology, Verbal Communication, Written Communication, Adaptability, Task Management, Prioritization, Consultative Selling, Compliance, Integrity, Customer Service
Specialization
Candidates must possess a minimum of one year of customer-facing experience, preferably in financial services, retail, or hospitality, along with a high school diploma or equivalent experience. Required abilities include excellent communication, strong organizational skills, proficiency with Microsoft Office, and comfort with information technology.
Financial Services Consultant 1 at Sunward Federal Credit Union
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Interpersonal Communication, Organizational Skills, Attention To Detail, Microsoft Office, Consultative Selling, Financial Analysis, Cash Handling, Customer Service, Regulatory Compliance, Relationship Management, Cross Selling, Time Management
Specialization
Requires a minimum high school diploma and at least one year of customer service experience, preferably in financial services or retail. Candidates must be proficient in Microsoft Office and capable of lifting up to 20 pounds.
Member Services Representative at Crunch Fitness - Fitness Ventures LLC
Auburn, Alabama, United States - Full Time
Skills Needed
Customer Service, Communication, Problem Solving, Multitasking, Retail Sales, Administrative Support, Front Desk Operations, Interpersonal Skills, Account Management, Scheduling
Specialization
Candidates must have a high school diploma or GED and be at least 18 years old. A current Child and Infant CPR Certification is required or must be obtained within a designated timeframe.
Sales Associate-Print&Services at Staples Inc.
Terrace, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication Skills, Team Collaboration, Merchandising
Specialization
Preferably 3 months to 1 year of retail experience. Requires strong communication skills and the ability to work collaboratively in a team environment.
Member Services Representative at Crunch Fitness - Fitness Ventures LLC
Norfolk, Virginia, United States - Full Time
Skills Needed
Customer Service, Communication, Problem Solving, Multitasking, Retail Sales, Administrative Support, Front Desk Operations, Interpersonal Skills, Account Management, Scheduling
Specialization
Candidates must have a high school diploma or GED and be at least 18 years old. A current Child and Infant CPR Certification is required or must be obtained within a designated timeframe.
Family Services Specialist I/II at Oklahoma Department Of Human Services
Guymon, Oklahoma, United States - Full Time
Skills Needed
Customer Service, Eligibility Determination, Casework Documentation, Data Entry, Policy Interpretation, Communication, Organizational Skills, Flexibility, Problem Solving, Time Management
Specialization
Candidates must have at least two years of clerical office experience or an equivalent combination of education and experience. A bachelor's degree is required for Level II, and all applicants must possess a valid driver's license.
Sales & Services Associate (v) at TOWNEPLACE SUITES BY MARRIOTT SAN DIEGO AIRPORT LIBERTY STATION
Gurgaon, haryana, India - Full Time
Skills Needed
Customer Service, Sales Techniques, Reservation Management, Communication, Problem Resolution, Telephone Etiquette, Data Entry, Loyalty Program Support, Conflict Resolution, Interpersonal Skills, Attention To Detail, Professionalism
Specialization
Candidates must possess a high school diploma or G.E.D. equivalent. No prior work experience is required for this role.
Sales Associate-Print&Services at Staples Canada
Sherwood Park, Alberta, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication Skills, Team Collaboration, Merchandising
Specialization
Preferred experience of 3 months to 1 year in a retail environment. Requires strong communication skills and the ability to work collaboratively within a team.
Manager, Environmental Services at Sutter Health
Berkeley, California, United States - Full Time
Skills Needed
Operational Leadership, Budget Management, Team Building, Regulatory Compliance, Infection Control, Waste Management, Process Improvement, Lean Methodology, Strategic Planning, Vendor Management, Staff Supervision, Performance Management, Conflict Resolution, Analytical Thinking, Customer Service, Communication
Specialization
Candidates must have a high school diploma or GED and at least 8 years of recent relevant experience. Proficiency in regulatory standards such as TJC, OSHA, and Title 22, along with strong leadership and analytical skills, is required.
Experience Required
Minimum 5 year(s)
Financial Services Consultant 1 at Sunward Federal Credit Union
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Interpersonal Communication, Organizational Skills, Attention To Detail, Microsoft Office, Information Technology, Consultative Selling, Cash Handling, Member Relations, Regulatory Compliance, Financial Analysis, Problem Solving, Multitasking
Specialization
Requires a minimum high school diploma and at least one year of customer service experience, preferably in financial services or retail. Candidates must possess strong communication skills and proficiency in Microsoft Office.
Director of Nutrition Services at BMS Family Health and Wellness Centers
New York, New York, United States - Full Time
Skills Needed
Clinical Nutrition, Wic Program Management, Staff Supervision, Public Health Nutrition, Regulatory Compliance, Strategic Planning, Medical Nutrition Therapy, Community Outreach, Patient Centered Care, Data Analysis, Quality Improvement, Cultural Competency, Budget Management, Interdisciplinary Collaboration, Emr/Ehr Proficiency, Breastfeeding Counseling
Specialization
Requires a Bachelor's degree in Nutrition or Dietetics, RDN and NYS CDN certifications, and at least five years of experience in nutrition services. Candidates must have a minimum of three years of leadership experience and strong knowledge of USDA WIC regulations.
Experience Required
Minimum 5 year(s)
Member Services Representative at Crunch Fitness - Fitness Ventures LLC
Wichita Falls, Texas, United States - Full Time
Skills Needed
Customer Service, Communication, Problem Solving, Multitasking, Retail Sales, Administrative Support, Front Desk Operations, Interpersonal Skills, Account Management, Scheduling
Specialization
Candidates must have a high school diploma or GED and be at least 18 years old. A current Child and Infant CPR Certification is required or must be obtained within a designated timeframe.