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.

Duties and Responsibilities (Essential Functions): 

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

Additional Requirements:

• 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.


• Multi-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, DocuSign, Meridian Link, and others


• Basic Compliance - BSA, MLA, etc.…