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Member Consultant
PenAir Credit Union. Enhance members’ lives in a digital retail financial environment through advanced sales and service .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in member service within a financial institution, utilizing a consultative sales approach to identify needs and recommend solutions. Proficient in managing multiple priorities and effectively problem-solving in a fast-paced environment.
Highest-signal resume keywords
Financial Institution ExperienceMember ServiceSales-Through-Service ApproachNeeds-Based DialogueCash Handling
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Consumer AccountsAccount MaintenanceUnsecured LoansCollateralized LoansMobile BankingOnline BankingBill PayRemote Deposit CaptureITM ServicesReport Preparation
Soft Skills
CourtesyTactDiplomacyAdaptabilityProblem Solving
Tools & Technologies
Multiple Applications
Industry Keywords
Member EngagementReferral OpportunitiesCustomer ServiceFast-Paced EnvironmentTraining Proficiency
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Minimum three (3) years of financial institution experience in member service or cash operations, or comparable experience in cash handling, customer service, or sales experience
- A high school degree or equivalent
- Courtesy, tact, and diplomacy
- Ability to change focus efficiently in a fast-paced environment
- Ability to manage multiple priorities
- Ability to conduct a needs-based dialogue
- Ability to use multiple applications on a computer simultaneously
- Ability to utilize knowledge and resources to effectively problem solve and make sound decisions
- Expectation to complete all levels of training and prove proficiency within 12–18 months
Benefits
Comp & perks- Up to $15K available for continuing education
- Student Loan Paydown
- Adoption Assistance Reimbursement
- Wellness Programs
- Gym membership reimbursement
- Formal Career Development Resources
- Financial Wellness Resources
- Purchase assistance with computers and fitness equipment
- Generous PTO Plan—20 days for new hires
- Paid Maternal & Parental Leave
- Competitive Retirement Plan
- Competitive medical, dental & vision plans
- Company paid Telehealth services
- Company paid Short Term Disability