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Security Service Federal Credit Union · 1 day ago

Member Consultant

McAllen, TX

Full-time

Onsite

Entry, Mid Level

2+ years exp

Security Service Federal Credit Union is dedicated to helping members achieve their financial goals. The Member Consultant role involves building relationships with members, promoting various financial products, and providing exceptional customer service while meeting sales goals and educating members on available services.

Financial Services

Growth Opportunities

Responsibilities

Deliver the first impression of the credit union to members

Become an expert and champion of Security Service products and services

Build and nurture long-lasting relationships by promoting checking and savings accounts, loans, credit cards, and insurance services

Offer products and services that meet member's needs and contribute to their financial success

Support the credit union in becoming America's Best by meeting sales goals and proactively identifying cross-sell opportunities

Educate members on digital services available to them

Provide universal service and be cross-trained in both teller and banker functions

Complete any other job-related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values

Qualification

Retail banking experienceCustomer service skillsSales experienceComputer proficiencyDesire to learnHigh-impact questioningInterpersonal skillsCommunication skillsAttention to detailOrganizational skillsGoal-driven mindsetFlexibility

Required

High school diploma or equivalent

Minimum of two (2) years of retail banking, cash handling, customer service and sales, or comparable experience

A customer-centric attitude focused on delivering great experiences to our members while maintaining strict confidentiality

Excellent interpersonal and communication skills with a goal-driven mindset

Proficiency in computer software including Excel, Word, and Outlook

Strong attention to detail, strong organizational skills and the ability to focus in a fast-paced environment

Able to maintain a flexible work schedule during normal business hours--never work another Sunday!

May be required to travel to and from other branch locations for work and/or training

At management discretion employee may be required to complete, within 180 days of request, federal registration as a Mortgage Loan Originator (MLO) as required by the Secure and Fair Enforcement of Mortgage Licensing Act of 2008 (S.A.F.E. Act)

If registered, must maintain active registration, and comply with all requirements of the S.A.F.E. Act, including but not limited to, providing their unique identifier, and ensuring the Registry is updated with significant changes (i.e., name changes and reportable changes to legal or regulatory actions) within 30 days and must update employment and personal information in the Registry as required

If required to register as an MLO, will successfully pass a background check against the U.S. General Services Administration (GSA) Excluded Parties List (EPL), the HUD Limited Denial of Participation List (LDP List), and the Federal Housing Finance Agency's (FHFA) Suspended Counterparty Program (SCP) list as required by secondary market investors

Must maintain ability to pass any subsequent background checks against these lists and comply with all their requirements