Biligual Preferred- Member Account Consultant

Job Description

Job Description

Salary : $19.00

The Member Account Consultant will provide exceptional customer service to current and potential members, with a focus on identifying and pursuing new sales opportunities. They will open accounts, cross-sell products and services, and update the sales management tool. The Consultant will attend events, develop relationships with local businesses, and make outbound calls to attract and retain new members. They will respond to member needs promptly, and actively pursue new sales opportunities. Is responsible for maintaining compliance with all required regulations and policies, especially with all Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies, procedures and regulations.

Essential Functions & Responsibilities :

• Assist with opening accounts for new members and assist with closing accounts as needed. Cross-sell products and services to existing members, identify new sales opportunities, and attain referrals. Update the sales management tool system with accurate and timely information. Assists members with the loan application process utilizing the loan origination system. Reach out to existing members via outbound calls to promote applicable products. Continuously expand knowledge base on product knowledge and industry to become a subject matter expert at recommending solutions.
• Assist members with service request to identify problems and resolving them within their authority levels. Additionally, review the accounts of current members and inform them of new opportunities and products to improve and enhance their credit union experience.
• Receives and processes financial transactions, including, but not limited to deposits, withdrawals, and loan payments. Assist branch staff with opening and closing and procedures that require dual control.
• Performs other duties as assigned.

Desired candidate will

Employee Benefits

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Salary : $19