Part Time Personal Financial Consultant I/ii

4 weeks ago

Phoenix, United States Copper State Credit Union Full time

Are you looking for an opportunity to let your skills shine? Come join the team at Copper State Credit Union We aren't so small that growth opportunities are scarce and we aren't so big that you'll get lost in the shuffle. With only 135 employees, we are able to offer similar products and services as our larger competitors, but on a more personalized scale, both with our members and our employees. This approach provides our employees the opportunity to get involved in the organization in a way they may not be able to, in the corporate world. At Copper State Credit Union, we value the contributions of our employees and actively look for ways to be collaborative, within all levels of the organization. Here, you will have the opportunity to roll up your shirtsleeves, put your unique skills to work, and have a voice in developing your role from the ground up.

**As a Personal Financial Consultant I / II you will**:

- Demonstrate a highly motivated, positive, outgoing, influential personality with a strong results orientation to ensure the credit union maximizes lending and sales opportunities with members.
- Process all cash and non-cash transactions such as payments, transfers, withdrawals, incoming and outgoing wire transfer requests, stop payments on share draft and credit union checks.
- Assist with vault counting, balancing, and the ordering of cash. Balance night drop, branch, ATMs, money orders, etc.
- Interview members to discuss member’s overall financial position and complete all aspects of the lending and account opening process for savings, checking, credit cards, personal loans, money markets, and CDs.
- Obtain signatures on loans, verify identity, satisfy any disbursement conditions, and fund loan. Set up automatic payments complete checklist making sure all system changes/entries are completed. Forward all documents to the Consumer Lending Department
- Actively cross-sell credit union products and services, making recommendations to members, and, if appropriate, referrals to business partners including mortgage lending and financial advisor. Make contact with existing members to proactively seek new memberships, increase sales opportunities and provide follow-up service.
- Respond to member inquiries regarding credit union services and/or account discrepancies. Obtain and route necessary information to support departments for extensive account research and/or adjustments. Works closely with other departments in obtaining information and ascertaining necessary corrections. Coordinates a response to member inquiries and ensures prompt answers.
- Serve as a trusted advisor to membership by viewing situations from the member’s perspective to effectively respond to their needs and concerns, often going beyond the initial need or expressed concern of the member by promoting member care, answering member queries, and researching member accounts.

**To be successful in this role, you will need the following competencies**:
**_ Technologically Astute_** - Demonstrates the ability to use technology to effectively and efficiently perform job functions.

**_ Results Orientation_** - Is keenly aware of personal, team, departmental and company wide goals and is able to prioritize work to achieve funding goals. Demonstrates the ability to excel in a high stress environment and is able to meet goals and deadlines.

**_ Service_** - Demonstrates an unsurpassed commitment to exceptional member service. Explains recommendations, products and services in ways employees can easily understand. Demonstrates patience, respect and empathy when dealing with employees or their complaints. Personifies CSCU's role as a Trusted Advisor.

**_ Initiative_** - Motivated self-starter who measure self against standards of excellence. Actively and consistently seeks qualified opportunities to increase loan volume and residual product penetration.

**_ Accountability_** - Demonstrates responsibility for providing timely and accurate information, responses and decisions to internal and external members. Willingly accepts and embraces constructive coaching and feedback as needed.

**_ Effective Communicator_** - Persuasive and confident. Explains recommendations, products and services in ways employees and members can easily understand.

**_ Teamwork_** - Builds rapport with fellow teammates and credit union staff.

**Skills/ Requirements**
- Requires education equivalent to a four-year high school education or general education degree (GED). Some post-secondary education preferred.
- At least 6 months of customer service and/or cash handling experience required. At least 1 year previous sales experience and/or teller experience preferred.
- Professional well developed interpersonal skills essential for servicing credit union members and projecting a positive image as representative for the credit union. Approaches others in a tactful manner, reacts well under pressure, accepts responsibility for own actions, and follows through

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