Meritrust Credit Union
Member Consultant - Pawnee Branch
Meritrust Credit Union, Wichita, Kansas, United States, 67232
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Member Consultant - Pawnee Branch
role at
Meritrust Credit Union .
1 day ago - Be among the first 25 applicants.
Meritrust Credit Union provides the following pay range:
$20.49/hr - $25.62/hr
(Your actual pay will be based on your skills and experience — talk with your recruiter to learn more).
Essential Functions
Establish new member relationships, opening appropriate consumer and deposit accounts based on financial needs.
Retain and build existing member relationships using a consultative approach; advise members on relevant products and services.
Provide account servicing and maintenance; assist with problem resolution for members in accordance with established procedures and regulations. For more complex transactions, transition the member to remote service.
Process transactions efficiently and accurately while using transaction details to ascertain additional needs. Transaction processing time determines if member needs are being met.
Instruct members as appropriate on products/services to ensure maximum benefit, use, and comfort.
Ensure required documentation is completed thoroughly and accurately. If a deficiency is identified later, follow up quickly with the member to resolve.
Promote the benefits of self‑service banking (e‑ATMs, online banking, mobile banking) to members.
Assist members with obtaining consumer loan products by accepting loan applications and partnering with the direct lending team to facilitate member funding.
Identify qualified referrals and transition members to the appropriate referral partner (e.g., investments, mortgage, small business). Stay abreast of all current and developing products/services offered to members and, when possible, utilize all credit union services to assist members effectively.
Complete the defined onboarding process to ensure an enhanced member experience.
Continuously survey the branch to ensure zones are functioning and adequately supplied.
Perform branch‑specific duties including, but not limited to, balancing the vault, managing recyclers and coin machines, processing night deposits, ordering/preparing currency, completing audit duties, and assisting with opening/closing the branch as scheduled.
Actively embrace the universal associate concept. Support fellow employees, adapt to modifications promptly, promote a positive team environment, and work with branch associates to meet goals.
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Member Consultant - Pawnee Branch
role at
Meritrust Credit Union .
1 day ago - Be among the first 25 applicants.
Meritrust Credit Union provides the following pay range:
$20.49/hr - $25.62/hr
(Your actual pay will be based on your skills and experience — talk with your recruiter to learn more).
Essential Functions
Establish new member relationships, opening appropriate consumer and deposit accounts based on financial needs.
Retain and build existing member relationships using a consultative approach; advise members on relevant products and services.
Provide account servicing and maintenance; assist with problem resolution for members in accordance with established procedures and regulations. For more complex transactions, transition the member to remote service.
Process transactions efficiently and accurately while using transaction details to ascertain additional needs. Transaction processing time determines if member needs are being met.
Instruct members as appropriate on products/services to ensure maximum benefit, use, and comfort.
Ensure required documentation is completed thoroughly and accurately. If a deficiency is identified later, follow up quickly with the member to resolve.
Promote the benefits of self‑service banking (e‑ATMs, online banking, mobile banking) to members.
Assist members with obtaining consumer loan products by accepting loan applications and partnering with the direct lending team to facilitate member funding.
Identify qualified referrals and transition members to the appropriate referral partner (e.g., investments, mortgage, small business). Stay abreast of all current and developing products/services offered to members and, when possible, utilize all credit union services to assist members effectively.
Complete the defined onboarding process to ensure an enhanced member experience.
Continuously survey the branch to ensure zones are functioning and adequately supplied.
Perform branch‑specific duties including, but not limited to, balancing the vault, managing recyclers and coin machines, processing night deposits, ordering/preparing currency, completing audit duties, and assisting with opening/closing the branch as scheduled.
Actively embrace the universal associate concept. Support fellow employees, adapt to modifications promptly, promote a positive team environment, and work with branch associates to meet goals.
#J-18808-Ljbffr