STCU
Financial Services
MemberConsultant
Neural analysis suggests this role is
optimal for entry candidates.
“Member Consultant at STCU. Skills: Member relationships, Product recommendation, Service excellence. Create in-person experiences for members. Conduct interviews for new member origination”
What You'll Achieve.
Meet or exceed monthly branch goals
Industry & Context.
Resolutions for complex issues; Resolutions for technical issues
May be asked to travel, Perform additional duties, Assigned temporarily to other locations, Lift up to 10 pounds
What They're Looking For.
Must Have
2 years experience as Teller, 2 years experience as new accounts representative, 2 years experience as service representative, 2 years experience in financial institution, High school diploma or equivalent
Nice to Have
Equivalent sales/service experience in retail, Demonstrated proficiency at STCU in similar role
What You'll Do.
Create in-person experiences for members
Conduct interviews for new member origination
Conduct interviews for account maintenance
Conduct interviews for transactional requests
Identify opportunities to expand relationships
Position STCU as market leader
Protect membership integrity and confidentiality
Identify members and account ownership
Ensure proper access is upheld
Perform transactional duties
Serve members with high accuracy
Adhere to credit union policies
Adhere to STCU balancing standards
Adhere to proper dual control
Originate member relationships
Expand member relationships
Conduct personalized review of financial position
Recommend products and services
Meet member financial goals
Exceed service expectations
Create unparalleled member experiences
Take ownership of issues
Take ownership of challenges
Increase member loyalty
Deliver on brand promise
Demonstrate competency in consumer products
Demonstrate competency in fiduciary deposit products
Demonstrate competency in services
Demonstrate competency in systems
Demonstrate competency in account types
Conduct required account maintenance
Meet monthly branch goals
Promote ancillary products
Submit partner referrals
Showcase added benefits
Showcase impact to member
Answer member questions confidently
Find resolutions for complex issues
Find resolutions for technical issues
Engage in conversation
Identify unstated needs
Deepen member relationship
Embody principles of leadership
Develop productive working relationships
Process cash transactions
How You'll Work.
Communication Scope
Answering questions; Finding resolutions
Full Job Description
STCU is consistently rated one of the top-performing credit unions in the nation, and has been named one of Fortune Magazine’s Great Places to Work. We look for employees who have a strong desire to serve others, are lifelong learners, are committed to working hard, have a fun-loving attitude, and who want to make a difference in our members’ lives. We love people who share our core values: Joyfulness, generosity, belonging, goodness, and striving. We believe in being a force for good in the community, while helping members achieve their financial goals and dreams. STCU offers excellent benefits: • Paid time off—plus 11 paid holidays! • Medical, dental, vision and life insurance • Training and career development • Success sharing plan • 401(k) matching contributions • Tuition reimbursement An overview of the benefits can be found [here](https://c.smartrecruiters.com/sr-company-attachments-prod-aws-dc5/5a6f61d7e4b0e735532aff10/56d8a693-f3c8-4f22-911a-0f5e421ee3f6?r=s3-eu-central-1) or here: Salary range: $21.64 - $30.30 per hour The Member Consultant creates unparalleled in-person experiences for existing and prospective consumer members that interface with STCU through our retail locations. By conducting interactive and collaborative interviews at new member origination, subsequent account maintenance and transactional requests, the Member Consultant will identify opportunities to expand existing relationships while positioning STCU as a first-choice market leader and the primary financial institution for the members they serve. Core Job Requirements/Outcomes * 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 person
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