Consultant

Job Description

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.

This position also acts as Contact Center support.

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 STCU’s 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

• Demonstrate competency and an in-depth knowledge of all consumer, fiduciary deposit products, services and systems and accounts types including checking, savings, CD's and IRA's and lending products to open and conduct required account maintenance.
• Meet or exceed monthly branch goals including the promotion of ancillary products and submitting partner referrals by showcasing the added benefits and impact to the member
• Build and maintain trust by confidently answering member questions and finding appropriate resolutions for a variety of complex or technical issues
• Engage in genuine and inquisitive conversation to identify best match products and services that fulfill unstated needs and deepen the member relationship
• Embody the principles of Everyday Personal Leadership in order to develop and maintain strong and productive working relationships at all levels of the organization.
• Position may also process cash transactions based on the needs of the location.

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.

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

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Last updated : 2024-11-20