Member Experience Consultant II, Retail Sales and Service

Member Experience Consultant II, Retail Sales and Service

We are seeking an energetic, enthusiastic individual with a positive attitude!

Dutch Point Credit Union is a community based not for profit cooperative whose vision is to educate, serve and delight our members and each other. We foster a positive work environment which rewards those that provide exemplary service to our members and our colleagues. We are interested in having talented and motivated individuals join our team. Our quest is to bring out your individual talent to help you realize your full potential.

The Member Experience Consultant II, Retail Sales and Service, plays a crucial role in providing outstanding in-person service at our branch. This position involves handling complex member inquiries, processing transactions, and assisting with consumer loan origination. The Consultant II is responsible for delivering a high-quality member experience, contributing to branch sales goals, and supporting the overall operations of the branch.

• Demonstrate and support Dutch Point Credit Union values and service standards.
• Provide friendly, efficient, and accurate service to members in person at the branch. Greet members warmly, address their needs promptly, and ensure a welcoming and professional environment.
• Handle daily transactions, including deposits, withdrawals, loan payments, and account inquiries with precision and attention to detail.
• Educate members about our financial products and services, highlighting their features and benefits. Actively engage with members to understand their needs and proactively ask for their business by recommending products or services that best meet their financial goals.
• Assist members with opening and closing accounts, ensuring all documentation is completed accurately and efficiently.
• Guide members through the consumer loan origination process, excluding real estate loans. Provide support throughout the application process, explain loan options, and ensure all necessary documentation is collected and completed in accordance with lending policies and procedures.
• Address and resolve complex member inquiries and issues, providing thorough and accurate information. Offer solutions to meet diverse member needs and enhance their overall experience.
• Promote credit union products and services to members, identifying opportunities to fulfill their financial needs and contributing to branch sales targets.
• Adhere to all policies, procedures, and regulatory requirements to ensure compliance and maintain operational integrity within the branch.
• Continuously develop and enhance knowledge and skills related to financial products, services, and loan origination. Stay current with process and policy changes to provide the most effective support to members.
• Work closely with branch team members and supervisors to support branch goals, contribute to a positive work environment, and participate in team meetings and training sessions.
• Perform duties related to opening and closing the branch as needed, ensuring all operational processes are completed accurately and efficiently.

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• Demonstrate a high level of professionalism and courtesy in all member interactions, achieving high member satisfaction scores and positive feedback.
• Process transactions and handle member requests with precision, within established timeframes, and with minimal errors.
• Actively contribute to branch sales targets by effectively cross-selling products and services, meeting or exceeding set sales goals.
• Maintain current knowledge of policies and procedures, ensuring adherence to all regulations and minimizing compliance issues.
• Actively pursue ongoing education and skill enhancement to remain effective in role responsibilities.
• Collaborate effectively with team members, actively participating in team meetings and supporting a positive and productive branch environment.

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To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

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• High school diploma or equivalent required; Associate’s degree in business, finance, or a related field preferred.
• Previous experience in customer service or retail banking is preferred, with a demonstrated ability to handle complex member interactions and loan origination.
• Strong communication and interpersonal skills.
• Ability to handle multiple tasks and work efficiently in a fast-paced environment.
• Basic knowledge of financial products and services.
• Proficiency in computer applications and banking software.

• Customer Focus: Demonstrates a strong commitment to meeting the needs of members by delivering high-quality service and ensuring a positive experience. Actively listens to and anticipates member needs, providing solutions that align with their expectations.
• Problem Solving: Effectively identifies issues and determines appropriate solutions, addressing member concerns efficiently. Uses analytical skills to resolve problems and make informed decisions, ensuring member satisfaction.
• Drive for Results: Shows a strong orientation towards achieving goals and driving performance. Takes initiative to meet or exceed sales targets and service standards, contributing to the overall success of the branch.
• Interpersonal Savvy: Builds and maintains effective relationships with members and team members. Communicates clearly and professionally, adapting interactions to the needs and preferences of others.
• Adaptability: Adjusts to changes in the work environment, such as new policies, procedures, or technologies. Remains flexible and open-minded, quickly adapting to evolving member needs and branch requirements.

Other Requirements: Work a minimum of two Saturdays a month.

This full time position offers full benefits package, Health/Dental/Vision, matching 401K, paid Holidays, Vacation, Sick. Free Parking, and more!

If your values align with ours and you are ready to make a positive impact within our organization and our membership, we would like to speak with you! Please apply today!

EDUCATE / SERVE /DELIGHT

Our Brand Values

Commitment - Contributing to the betterment of the credit union and committing to the growth of our members, co-workers and ourselves.

Courage - The ability to face and push through challenges that may be outside of our comfort zone. Displaying the willingness to accept, lead and direct change.

REspect - Being thoughtful; to listen to others and consider the effects of words and actions on co-workers and members.

Social Responsibility - Through outreach efforts and partnerships, we promote and advocate for activities that positively impact our communities.

Transparency - We provide truth and clarity in how we conduct business to build strong life-long relationships.

Dutch Point Credit Union -Your vision/ our guidance

Job Types: Full-time, Part-time

Pay: $22.00 - $24.00 per hour

Benefits:

• 401(k) matching
• AD&D insurance
• Dental insurance
• Disability insurance
• Employee assistance program
• Health insurance
• Life insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Prescription drug insurance
• Profit sharing
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• Weekends as needed

Education:

• High school or equivalent (Required)

Experience:

• Banking: 3 years (Preferred)

Work Location: In person

Salary : $22 - $24