PenAir Credit Union

Consultant

• Enhance members’ lives in a digital retail financial environment through advanced sales and service
• Uncover member needs and recommend solutions using a sales-through-service consultative approach
• Conduct member service functions including consumer accounts, account maintenance, business accounts, and unsecured and collateralized loans
• Resolve member engagements successfully from the member’s perspective
• Educate members on mobile/online banking, bill pay, remote deposit capture, and ITM services
• Maintain required documentation and supporting materials
• Prepare required reports in a timely manner
• Identify referral opportunities and refer members to internal partners for investments, mortgage, or commercial lending
• Communicate with frontline areas to ensure an exceptional member experience
• Perform other job-related duties as assigned

Member Consultant

Advisor

• Process financial transactions including deposits, withdrawals, transfers, and check cashing
• Uncover existing and potential members’ needs and recommend solutions using a sales-through-service consultative approach
• Conduct basic member service and loan functions, including consumer accounts, disputes, account maintenance, and unsecured loans
• Transition members to appropriate teammates for advanced products or services
• Educate members on self-service technology and digital solutions, including mobile/online banking, bill pay, remote deposit capture, and ITM services
• Maintain appropriate records and prepare required reports
• Perform branch functions including end-of-day balancing and night drop
• Recognize referral opportunities and refer members to internal partners for investments, mortgage, or commercial lending

Member Consultant

Member Advisor