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Thrive Credit Union · 7 hours ago

Financial Consultant

Muncie, Indiana, United States

Full-time

Onsite

Entry, Mid Level

$19/hr - $23/hr

1+ years exp

Thrive Credit Union is seeking a Financial Consultant to provide outstanding member service as part of their front-line team. The role involves conducting member transactions, opening new accounts, and recommending tailored financial products and services to meet individual needs.

BankingFinanceFinancial Services

Responsibilities

Welcomes and establishes relationships by getting to know the members of Thrive Credit Union to provide wow customer service

Responsible for processing transactions in a proficient and accurate manner

Educate new and existing members about features and benefits of Thrive products and services

Open consumer and business accounts

Become proficient in knowledge of all lending products and services available at Thrive

Learn the process of taking a loan application, processing, and disbursing a loan

Meet with members one-on-one to discuss financial needs and help connect them to tools and resources

Be responsive to member needs and proactively work to address problems and concerns in a professional and courteous manner in person, by phone, and/or via electronic services including e-mail and text

Provide financial counselling to Thrive members to assist with budgeting and general financial wellness

Exhibits wow customer service behaviors, and adherence to operational procedures and processes

Gain knowledge and understanding of compliance and regulatory requirements

Work as a team to complete daily tasks, demonstrating respect and professionalism with all employees and members of Thrive Credit Union

Qualification

Financial counsellingCustomer serviceOrganizational skillsCommunication skillsPC proficiencyInternet proficiencyCourtesyTactAttention to detail

Required

High school diploma or GED is required

Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions

Must be available to work the required schedule at any of our three locations, including Saturdays

Must have excellent written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor

PC and internet proficiency

Strong organizational skills with attention to detail