Member Consultant I

at  Partners Federal Credit Union

The Member Experience Professional II is a key role dedicated to delivering exceptional financial services and support to our credit union members. This position involves identifying and cultivating a network of member contacts through various channels to create financial opportunities and drive sales. Responsibilities include conducting outbound calls as part of the Partner’s Sales and Service Member program, processing a wide range of financial transactions, and proactively identifying changes in members’ banking needs to recommend relevant financial solutions.
The Member Experience Professional II will also promote the credit union’s objectives by cross-selling products and services, process consumer loans, and mentor other team members. With expert-level product knowledge, this role educates members on financial responsibility and manages new memberships and account services. Ensuring compliance with quality control standards, assisting with branch operations, and providing notary services and medallion signature guarantees are also essential duties. This position requires a high degree of flexibility and the ability to anticipate and address potential issues effectively.

PRODUCT KNOWLEDGE AND MEMBER EDUCATION

• Use expert-level product knowledge to communicate features and benefits of credit union products and services, educating members on financial responsibility.

OTHER TRAINING, TECHNICAL SKILLS OR KNOWLEDGE

Ability to use a personal computer and related software applications including Microsoft Outlook. Required
Experience using Episys Preferred
Experience using Springboard Preferred
Experience using Verafin Preferred

TYPE ABILITIES AND BEHAVIORS BELOW:

• Excellent member service and conflict resolution skills
• Effective sales skills
• Strong problem-solving and decision making skills
• Clear and open communication skills
• Flexible; easily adapts to change
• Strong time-management skills & ability to multi-task
• Organized; good time manager
• Responsible; takes initiative and works independently
• Strong teamwork skills
• Two years’ experience in the financial industry and credit unions is required.
• Two years’ experience in teller cash handling and cash dispense machines is required.
• Experience in sales is preferred.
• Previous supervisory experience preferred

BRANCH OPERATIONS AND NOTARY RESPONSIBILITIES

• Assist Member Experience Manager with the Internal Verification Program, complete departmental projects and reports, maintain flexibility to support branch needs, and perform notary services and medallion signature guarantees.
  Education Level: High School or GED (required)
  Years of Relevant Work Experience: 3 to 5 years
  Language Skills: Spanish (preferred)