Member Consultant

The key purpose of this position is to provide an exceptional in-branch member experience by handling all basic member needs including teller transactions, account maintenance, educating members, making recommendations, and card issues.

• Responsible for performing a variety of cash and non-cash transactions. This includes:
  • Cashing checks
  • Receiving deposits
  • Processing funds transfers
  • Processing loan payments
    
    Verifying authenticity of negotiable instruments
  • Selling cashier’s checks, teller’s checks, and money orders
  • Help with end of day balancing if necessary
  • Notary services
• Responsible for assisting members with their account maintenance needs. This can include but is not limited to the following:
  • Resolving account discrepancies by performing file maintenance and account changes as applicable (disputes, unauthorized transactions, stop payments, change of address, name changes, wires, add/remove joints and beneficiaries, etc.)
  • Educating and helping members with electronic services including automated phone system, Mobile Banking App, Online Banking, MRDC, etc.
  • Research and resolve account issues
• Responsible for performing various card (ATM and Debit) related functions. This includes:
  • Creating, blocking, and activating credit cards, ATM cards, or EMV debit cards
  • Maintaining an accurate log of cards processed, destroyed, and received
  • Researching fraud, transaction history, payments, and purchases
  • Completing loss and stolen reports as needed
  • Act as a liaison between member and Card Services department
  • Balancing instant issue card machine and doing card stock inventory daily
• Referrals
  • Maintain and deepen relationships with credit union members
  • Identify needs and refer members to Purdue Fed team members who have expertise in those products and services
  • Encourage members to use self-service banking solutions

• Analytical Skills - Ability to analyze applications, reports, data, and documents required to continue the request (CIP, credit reports, etc.…)
• People Skills - Ability to quickly and effectively build relationships through listening and interacting with members and associates.
• Problems Solving Skills - To effectively and efficiently arrive at a solution to various problems encountered.
• Communication Skills - Being able to discuss items with members and co-workers in a clear and precise manner while being an active listener.
• Interpersonal Skills - Working as part of a team to build positive work relationships and experience, serve members and achieve branch goals.
• Mult-tasking Skills - Prioritizing and working on multiple tasks as required in a timely manner.
• Mathematical Skills - To ensure calculations are done correctly by using basic mathematical skills.
• Cash Handling Skills - Being able to handle high volume of cash through the workday.
• Microsoft Office Skills - To create documents, letters, spreadsheets, send/receive emails, etc.
• Company Specific Software - Fiserv, Docu Sign, Meridian Link, and others
• Basic Compliance - BSA, MLA, etc.…