Universal Member Consultant

Company Description

Since 1936 PenAir® Credit Union has been the catalyst where community, resources, and impact come together and produce a powerful force for good. We have a unique culture and we’re passionate about it. Grown from the values we hold most dear, three guiding principles shape how we see the people we serve, the community around us, and our role within it. These guiding principles are Respect, Service, and Communerosity® and they’re woven throughout our culture.

Company Description:

PenAir is where people and community, resources and expertise align with your values to create real impact. Generational impact through strong financial education and support. We care about the things you care about. As the largest and oldest credit union in Pensacola, Florida, with more than $2.5 billion in assets, our purpose is to enhance the lives of those we serve—from Mobile County, Alabama, to Leon County, Florida, and now into the Roanoke region of Virginia.

Careers

Do you have a passion for helping others? Currently, PenAir provides access to 12 convenient locations across Baldwin County, AL, Escambia and Santa Rosa Counties in Florida, and recently began opportunities in the Roanoke region of Virginia. Join us and become a powerful force for good—after all, we live, work, and play here too.

Join the team. You’ll fit right in.
Take control of your future by mapping out a career at PenAir. Working with us means you can shape your professional experience to suit your dreams. We offer valuable resources that provide you the opportunity to build upon and strengthen your skills. Whether it be a career path in advising our members directly on products and services, guiding them through major purchase decisions on a home or vehicle, or even helping build the technology and processes behind the scenes, there is a place for everyone at Pen Air! Success looks different for everyone. Where will your journey take you?

The PenAir difference.
Just like we strive to be a force for good at work, Pen Air works just as hard to supply employees with a total rewards package that includes competitive salaries and meaningful benefits.

Holistic Amenities:

• Up to $15K available for continuing education
• Student Loan Paydown
• Adoption Assistance Reimbursement
• Wellness Programs
• Gym membership reimbursement
• Formal Career Development Resources
• Financial Wellness Resources
• Purchase assistance with computers and fitness equipment.

Benefits Package Highlights:

• Generous PTO Plan—20 days for new hires
• Paid Maternal & Parental Leave
• Competitive Retirement Plan
• Competitive medical, dental & vision plans
• Company paid Telehealth services.
• Company paid Short Term Disability
• And more……….!

The starting pay for this role is $23.81 per hour.

About the role:

Enhances members’ lives in a digital retail financial environment by proactively handling advanced sales and services. Identifies members' needs through discovery and advice, offers suitable solutions with high acceptance. Provides an engaging and notable experience for the membership. Resolves inquiries accurately and mentors new teammates. Supporting contact center and virtual channels.

Major Duties and Responsibilities:

• Member Financial Education: Uncovers existing and potential members’ needs and recommend solutions to improve their financial well-being using a sales through service consultative approach. Conducts all member service functions including consumer accounts, account maintenance, business accounts as well as unsecured and collateralized loans. Ensure all engagements are resolved successfully in the members’ perspective.
• Technology Education: Proactively educates members on emerging and existing self-serve technology and digital solutions such as mobile/online banking, bill pay, remote deposit capture and ITM services with a high level of member adoption.
• Documentation and Reporting: Ensures that all necessary documentation and supporting materials are properly maintained, and that required reports are prepared as needed. All tasks are completed in a timely manner.
• Referral Opportunities: Recognizes referral opportunities and refers members to internal business partners for specialized services including investments, mortgage or commercial lending.
• Team Support: Communicates effectively with all frontline areas to ensure exceptional member experience.
• Performs other job-related duties as assigned.

Minimum Qualifications:

• Experience: A minimum of one year up to three years of similar or related experience, including preparatory experience.
• Education/Certifications/Licenses: A high school degree or equivalent
• Interpersonal Skills: Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purpose of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions.
• Other Skills: Ability to change focus efficiently in a fast-paced environment, manage multiple priorities, conduct a needs-based dialogue, use multiple applications on a computer simultaneously, utilize knowledge and resources to effectively problem solve and make sound decisions. Expectation to complete all levels of training, proving proficient in their knowledge within 12-18 months.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.