STCU
Financial Services
MemberConsultant
“Member Consultant at STCU. Skills: creating unparalleled in-person experiences for existing and prospective consumer members, conducting interactive and collaborative interviews, identify opportunities to expand existing relationships, positioning STCU as a first-choice market leader, primary financial institution for the members they serve. Protect the integrity and confidentiality of our membership by identifying members/account ownership to ensure proper access is upheld.. Perform transaction”
What You'll Achieve.
Exceed service expectations by creating unparalleled member experiences and excellence with every taking ownership of issues and challenges, increasing member loyalty, and delivering on our Here for Good brand promise.; Meet or exceed monthly branch goals including the promotion of ancillary products and submitting partner referrals by showcasing the added benefits and impact to the member
Industry & Context.
finding appropriate resolutions for a variety of complex or technical issues
traveling position, May be asked to travel to other STCU locations., This includes the possibility of being assigned temporarily to other locations., Physical Demands: Must be able to regularly talk, hear and operate a computer, keyboard and mouse and occasionally lift, pull/push and carry up to 10 pounds with accommodations., Work Conditions: Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting. Exposure to high-stress, fast-paced, deadline-oriented environment.
What They're Looking For.
Must Have
Minimum two years' experience as a Teller, new accounts or service representative in a financial institution, High school diploma or equivalent, Must be able to regularly talk, hear and operate a computer, keyboard and mouse and occasionally lift, pull/push and carry up to 10 pounds with accommodations
Nice to Have
Equivalent experience in a sales/service position in a retail establishment may be considered, Demonstrated proficiency at STCU in a similar role may also be considered
What You'll Do.
Protect the integrity and confidentiality of our membership by identifying members/account ownership to ensure proper access is upheld.
Perform transactional duties to serve members with high accuracy in accordance with credit union policies and procedures as well as adhering to STCU’s balancing standards and proper dual control.
Originate and expand member relationships by conducting an in-depth and personalized review of the members financial position.
Meet or exceed monthly branch goals including the promotion of ancillary products and submitting partner referrals by showcasing the added benefits and impact to the member
Build and maintain trust by confidently answering member questions and finding appropriate resolutions for a variety of complex or technical issues
Embody the principles of Everyday Personal Leadership in order to develop and maintain and productive working relationships at all levels of the organization.
Position may also process cash transactions based on the needs of the location.
How You'll Work.
Team & Collaboration
Embody the principles of Everyday Personal Leadership in order to develop and maintain and productive working relationships at all levels of the organization.
Communication Scope
confidently answering member questions; genuine and inquisitive conversation
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