Member Consultant

The Member Consultant creates unparalleled in-person experiences for existing and prospective consumer members that interface with STCU through our retail locations. By conducting interactive and collaborative interviews at new member origination subsequent account maintenance and transactional requests the Member Consultant will identify opportunities to expand existing relationships while positioning STCU as a first-choice market leader and the primary financial institution for the members they serve.

Core Job Requirements / Outcomes

• Protect the integrity and confidentiality of our membership by identifying members / account ownership to ensure proper access is upheld. Perform transactional duties to serve members with high accuracy in accordance with credit union policies and procedures as well as adhering to STCUs balancing standards and proper dual control.
• Originate and expand member relationships by conducting an in-depth and personalized review of the members financial position. This is achieved by interviewing and finding opportunities to recommend product and services that meet the members financial goals.
• Exceed service expectations by creating unparalleled member experiences and excellence with every interaction; taking ownership of issues and challenges increasing member loyalty and delivering on our Here for Good brand promise.

Other Essential Functions

Qualifications :

Education :  High school diploma or equivalent required.

Job Experience : Minimum two years experience as a Teller new accounts or service representative in a financial institution required. Equivalent experience in a sales / service position in a retail establishment may be considered. Demonstrated proficiency at STCU in a similar role may also be considered.

Software Skills : Proficient knowledge of MS Office programs including Outlook Word Excel and Teams.

Physical Demands : Must be able to regularly talk hear and operate a computer keyboard and mouse and occasionally lift pull / push and carry up to 10 pounds with accommodations.

Work Conditions :   Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting. Exposure to high-stress fast-paced deadline-oriented environment.

Travel Demands : May be asked to travel to other STCU locations.

Other :   Perform additional duties as assigned for the efficient operation of the department and the organization. This includes the possibility of being assigned temporarily to other locations.

Additional Information :

Ready to apply Click on Im interested!

Remote Work : No

Employment Type : Full-time

Key Skills

Commercial Property Paralegal,JAVA / J2EE,Building Construction,Javase,Administrative Services

Experience : years

Vacancy : 1