Member Consultant Float

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 dept.
  • 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.
  • 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, DocuSign, Meridian Link, and others
  • Basic Compliance - BSA, MLA, etc.

Experience

Preferred

• 1 year(s): Customer Service

Education

Required

• High School Diploma or Equivalent or better in Other

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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