Member Consultant

Branch and Retail

West Lafayette, IN

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ID: 1117-588

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Full-Time/Regular

Please APPLY AT:

https://jobs.silkroad.com/PurdueFCU/PurdueExternalPortalpurduefedcareerssilkroadcom

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.

Description -

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

Required Skills

Education Requirements

High School Diploma or GED Equivalent; Associate Degree preferred

Experience

One year of direct customer-service and/or sales experience required Consideration may be given to candidates with a Bachelor’s Degree with less than 1 year of previous experience.

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.…

Purdue Federal Credit Union is an Equal Opportunity Employer/Veterans/Disabled

This position is located at 540 Northwestern Ave West Lafayette, IN 47906, West Lafayette, IN. View the Google Map in full screen.

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