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Financial Services Consultant
2 months ago
Objective & Core Principles
The essential aim of this role is to empower Community Choice Credit Union in fulfilling its mission: to assist our community in achieving their desired financial outcomes. A vital aspect of this mission is to deliver exceptional service to both internal and external members while embodying our core principles.
Core Principles
- Dedicated: We are devoted to serving Michigan, guided by the foundational values of service, integrity, and respect for every individual.
- Generous: We contribute significantly every day to our members, communities, and one another. Our commitment to Michigan is demonstrated through our time and services dedicated to the communities we support.
- Trustworthy: We serve as our Members' reliable financial consultants; each team member plays a crucial role in enhancing our Members' financial well-being and the prosperity of Community Choice Credit Union.
- Collaborative: We function as a cohesive unit. We come together to achieve success, celebrate accomplishments, and continually enhance the service we provide to our members and communities.
Responsibilities of the Financial Services Consultant
- Implementing a 'member-focused' strategy through the Member Action Plan to identify opportunities for enhancing our members' financial situations by saving costs, generating income, or simplifying their banking experience.
- Utilizing and suggesting relevant resource departments to members that align with their requirements, such as Business, Investment, or Mortgage Services.
- Demonstrating sufficient product knowledge as evaluated by the Product Knowledge Certification Assessment conducted during New Team Member Orientation.
- Effectively assisting members and colleagues in resolving account-related issues by actively listening, gathering information, providing solutions, and reporting outcomes.
- Accurately managing member cash, checks, and loans in compliance with all regulations.
- Ensuring member service and teller functions are performed efficiently, accurately, and effectively in line with established policies and standards.
- Handling the opening of member accounts, enrollment in credit union services, and clearly articulating and explaining account terms and conditions to meet both member expectations and compliance standards.
- Balancing daily transactions to ensure accuracy in accordance with credit union policies.
- Processing member loan applications and closings, ensuring all loan documentation and disbursements are complete and accurate.
- Applying compliance, security, and fraud training in accordance with credit union policies to maintain the safety and security of staff, members, and membership information. Identifying discrepancies in member accounts and acting promptly to resolve issues as necessary.
- Meeting or exceeding sales targets and contributing to organizational and member center objectives.
- Adhering to the Team Member Handbook.
- Traveling as required for Personal Advisor Floats.
Position Competencies
- Sales Acumen: Cultivates new business, identifies and addresses customer needs, translates product features into benefits, possesses strong listening skills, is sensitive to customer concerns, delivers effective presentations, negotiates successfully, and applies closing techniques appropriately.
- Member Service: Provides prompt and professional service to both internal and external members; is responsive to member needs and requests; maintains courtesy and considers member needs in decision-making.
- Flexibility: Adapts to change, welcomes new ideas, embraces new responsibilities, manages pressure, and adjusts plans to meet evolving needs.
- Core Principles: Team members are trustworthy, generous, dedicated, and collaborative.
- Proactivity: Addresses challenges independently, seeks new responsibilities, acts on opportunities, generates innovative ideas, and engages in self-improvement.
Job Requirements
To successfully perform this role, an individual must be capable of executing each essential duty satisfactorily. The requirements listed below represent the knowledge, skills, and abilities necessary for this position.
Reasonable Accommodations
The physical and mental demands outlined are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to fulfill the essential job requirements.
Education
High school diploma or GED.
Experience
Two to five years of relevant experience.
Skills & Abilities
- Customer sales and service skills.
- Excellent communication abilities.
- Strong organizational skills.
- Aptitude for managing multiple responsibilities and tasks simultaneously in a fast-paced environment.
Mental Demands
The team member must be able to read and interpret documents, understand and follow complex written and oral instructions, make decisions, recall multiple policies or procedures, resolve problems efficiently, and express oneself clearly. Remaining calm and professional at all times is essential, especially when members may express frustration.
Physical Demands
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently sits and uses hands to manipulate objects. Occasionally, the employee stands, walks, reaches with hands and arms, and may stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds.
Work Environment
The noise level in the work environment is typically moderate.
General Statement
The above statements are intended to describe the general nature and level of work performed by individuals assigned to this role. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.
