Mobile Member Service Consultant

Position Summary

Serve as a liaison between the members and the credit union by accurately performing transactions, providing information and referring potential prospects to appropriate staff.

• Ensure exceptional service to all external and internal members to foster and capture the credit union brand. Consistently delivering on our brand promise, vision and mission statements
• Educate members regarding all Call Federal products and services in a consistent sales environment
• Uses knowledge of a specific product, service, or other assigned area of expertise to answer member inquiries via face-to-face, telephone and or email
• Provide prompt efficient accurate information and basic teller transactions and adhere to Call Federal check cashing and deposit authority limits
• Verifies important information including endorsements, dates, and identification, to cash or deposit checks and pay out funds.
• Open accounts for existing members
• Provide services such as Visa gift cards and Visa cash advances
• Respond to member requests/ problems/ complaints and direct them to appropriate staff for additional assistance
• Ordering of all electronic/digital services
• Accountability for all assets under your control; including cash drawer, if applicable
• Process check imaging thru branch capture daily
• Assist members with all member service forms
• Uncover opportunities for member engagement, via in person or outbound sales calls to achieve sales goals
• Advocate and demonstrate company brand
• Travel to work and assist the Chesterfield and Hancock branches
• Other duties as assigned

• High school diploma or equivalent
• Previous cash handling experience, minimum of a year
• Previous retail experience, minimum of a year
• Requires flexible schedule availability including evenings and weekends
• Excellent interpersonal skills required
• Self-motivated; can work independently, but also in a team environment
• Takes initiative to proactively add value to the member and credit union
• Positive and optimistic
• Trustworthy and honest
• Attention to details a must
• Acceptable background check; credit, criminal and insurance verification

This position requires the employee to work indoors in a typical office environment. While performing the duties of this job, the employee is required to have ordinary ambulatory skills sufficient to visit other locations, and the ability to stand, walk stoop, kneel, crouch and manipulate (lift, carry, move) light to medium weights of 1-25 pounds. Requires good hand-eye coordination, arm hand and finger dexterity, including ability to grasp, and visual acuity to use a keyboard, operate equipment and read application information.

The employee frequently is required to sit, reach with arms, talk and hear.

Location will vary.

Monday - Thursday 8:45 am - 5:15 pm, Friday 8:45 am - 6:15 pm, Saturday 8:45 am - 12:15 pm

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Voluntary Life
• Pet Insurance
• HSA/FSA/DCA
• Accident Insurance
• Critical Illness Insurance
• 401K with generous employer contribution

• Group Life Insurance
• Short-term Disability
• Long-term Disability
• HSA Employer Contribution and Matching
• Employer Paid HRA
• Parental Leave
• 10 Paid Holidays
• Birthday Off with Pay
• Paid Community Service Time
• PTO