Member Consultant

Purdue Federal Credit Union
United States, Indiana, La Porte
May 01, 2025
Member Consultant Branch and Retail LaPorte, IN * ID: 1123-588 * 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. THIS POSITION ONLY OFFERS 30 HOURS per week Schedule - M/T/TH/F 8:15 - 5 PM NO WEDNESDAYS UP TO 3 SATURDAYS A MONTH 9 AM - NOON 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 Knowledge, Skill, and Ability Requirements 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. Multi-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