What are the responsibilities and job description for the Personal Consultant M-TH 8:45-5:15, F 8:45-6:15, Every Other Sat 8:45-1:15 position at TENNESSEE VALLEY FEDERAL CREDIT UNION?
JOB SUMMARY : The primary purpose of the Personal Consultant I & II is to provide exceptional service to our members during each member session.
This role is responsible for opening new accounts, facilitating wire transfers, and building and maintaining strong relationships with members.
The Personal Consultant I & II will maintain a positive, enthusiastic and energetic mindset while providing excellent communication, a solid understanding of TVFCU products and services and a passion for helping others achieve their financial goals.
ESSENTIAL DUTIES AND RESPONSIBILITIES :
Energetically engage members / potential members in the session while promoting an atmosphere of exceptional member service through positive member interactions.
Initiate and maintain engaging member conversations to understand their financial goals and / or concerns.
Address their inquiries by offering personalized solutions and accurate information.
Proactively identify opportunities to deepen member relationships and recommend appropriate TVFCU products and services.
Promote the benefits of digital banking by educating members on online and mobile banking
Consistently provides exceptional member service, demonstrated by achieving an average Member Experience Evaluation score of 94.
Maintain composure with a positive attitude while resolving member issues and discrepancies in a timely and professional manner.
Collaborate with manager and / or relevant departments when necessary.
Meet or exceed established production goals by uncovering needs and offering TVFCU products and services.
Maintain in-depth knowledge to have the ability to answer routine to complex questions regarding products, services, policies and procedures.
Process various member transactions, including, but not limited to deposits, withdrawals, and loan payments in an accurate, efficient, and timely manner.
Maintain confidentiality of all member information.
Maintain in-depth knowledge to have the ability to answer routine to complex questions regarding products, services, policies and procedures.
Maintain knowledge and comply with all policies and procedures.
Complete all required training.
Proactively demonstrate the TVFCU core values of integrity, honesty, flexibility, teamwork, leadership, accountability and strong relationships in every interaction with members.
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