STCU
Financial Services
MemberConsultant
“Member Consultant at STCU. Skills: Sales, Member relationships, Financial goals. Create in-person experiences. Conduct interviews”
What You'll Achieve.
Exceed service expectations; Meet branch goals
Industry & Context.
Finding resolutions; Taking ownership
Lift up to 10 pounds, May travel other locations, Perform additional duties, Assigned temporarily other locations
What They're Looking For.
Must Have
2 years experience Teller, 2 years experience new accounts, 2 years experience service representative, 2 years experience financial institution, Proficient MS Office, Proficient Outlook, Proficient Word, Proficient Excel, Proficient Teams
Nice to Have
Equivalent sales/service retail experience, Demonstrated proficiency STCU similar role
What You'll Do.
Create in-person experiences
Identify opportunities
Recommend products and services
Protect membership integrity
Perform transactional duties
Serve members with accuracy
Adhere to balancing standards
Adhere to dual control
Originate member relationships
Expand member relationships
Review financial position
Meet service expectations
Create member experiences
Take ownership issues
Take ownership challenges
Increase member loyalty
Deliver brand promise
Demonstrate competency products
Demonstrate competency services
Demonstrate competency accounts
Conduct account maintenance
Promote ancillary products
Submit partner referrals
Showcase added benefits
Answer member questions
Engage in conversation
Identify unstated needs
Deepen member relationship
Embody leadership principles
Develop working relationships
Maintain working relationships
Process cash transactions
How You'll Work.
Communication Scope
Answer questions; Engage conversation
Applying for this Member Consultant role?
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ANONYMOUS · UNFILTERED
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