Member Financial Solutions Specialist

1 week ago

Albuquerque, New Mexico, United States Sandia Laboratory Federal Credit Union Full time
Job Summary

This role is a front-line member-facing position that handles daily financial transactions, analyzes members' needs, performs consultative selling for our financial products, and ensures a smooth onboarding and membership experience. Support the credit union's mission, vision, and service standard. The role requires a high degree of integrity, compliance with regulatory standards, and a strong focus on delivering exceptional member service.

Key Responsibilities
  • Teller Duties:
    • Processes member transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check cashing.
    • Processes various transactions and answers member account inquiries. Posts transactions to members' accounts and maintains member records.
    • Balances cash drawers at the beginning and end of shifts to ensure accuracy.
    • Balances cash drawer and other transactions correctly and according to standard operating procedures.
    • Issues cashier's checks, money orders, and bank drafts.
    • Verifies and reconciles daily transactions to maintain accurate records.
    • Proactively educates members about our products and services.
  • Member Service Duties:
    • Resolves any issues and problems faced by members, providing timely and regular updates.
    • Maintains a high level of professionalism and confidentiality in all member interactions.
    • Assists members with the following:
      • Deposit Accounts: Opening, closing, maintaining accounts, and certificate of deposit.
      • Monetary Transactions: Share draft orders, stop payments, statement copies, check deposits, and cash deposits/withdrawals.
      • Deposit Services: Safe deposit boxes, direct deposits, and payroll distributions, ATM/check card orders, pin numbers, and notary services.
      • Loans: Credit card, loans, and bill payments.
      • Business Accounts: Open DBA, sole-proprietor, LLC's, and corporations.
      • IRA and Fiduciary transactions.
      • Upholds the Credit Union's compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures.
      • Reports unusual or suspicious activity in writing to the Risk, Legal, and Compliance Department.
      • Completes Currency Transaction Reports (CTRs) and submits them to the designated internal department for quality control in a proper and timely manner.
      • Ensures all member interactions and transactions are conducted with integrity and in compliance with applicable laws and regulations.
      • Performs other duties as assigned.
  • Financial Sales Duties:
    • Develops and maintains strong relationships with members, understanding their needs and providing tailored financial products and solutions.
    • Engages with members to understand their financial situations and short-term and long-term financial objectives.
    • Performs consultative selling to offer personalized products to members to help them achieve their financial goals.
    • Collaborates with other departments, such as Investment Services, Consumer Lending, Mortgage, and Business Lending, to provide comprehensive financial guidance.
    • Promotes financial products and services that are suitable for members based on their needs.
    • Identifies opportunities for account and membership growth and cross-selling additional products or services.
    • Maintains knowledge around products and services offered.
    Requirements
    • Required Skills/Abilities:
      • Excellent interpersonal and communication skills.
      • Excellent organizational skills and attention to detail.
      • Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication.
      • Strong verbal/written communication skills.
      • Adaptability and willingness to learn new skills and technologies.
      • Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
    • Knowledge:
      • Ability to become thoroughly knowledgeable of Credit Union products and services, features, and benefits.
    • Education and Experience:
      • Minimum one year experience in the financial industry or consultative sales role or related experience.
      • Minimum high school diploma, or more than one year of related experience.

  • Small Business Financial Solutions Specialist

    5 days ago

    Albuquerque, New Mexico, United States Bank of America Full time

    Job DescriptionJob Summary:We are seeking a highly skilled Small Business Financial Solutions Specialist to join our team at Bank of America. As a key member of our business banking team, you will be responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million.Key Responsibilities:Manage the end-to-end...

  • Mortgage Loan Specialist

    3 days ago

    Albuquerque, New Mexico, United States FINANCIAL MORTGAGE SOLUTIONS Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Mortgage Loan Specialist to join our team at Financial Mortgage Solutions. As a key member of our lending team, you will be responsible for processing mortgage loans from origination to close, ensuring timely and compliant loan processing.Key ResponsibilitiesLoan Processing: Analyze credit...

  • Mortgage Loan Specialist

    12 hours ago

    Albuquerque, New Mexico, United States FINANCIAL MORTGAGE SOLUTIONS Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Mortgage Loan Specialist to join our team at Financial Mortgage Solutions. As a key member of our lending team, you will play a crucial role in helping applicants navigate the mortgage lending process.Key ResponsibilitiesLoan Processing: Determine the creditworthiness of applicants and...

  • Accounts Receivable Specialist

    1 week ago

    Albuquerque, New Mexico, United States LHH Recruitment Solutions Full time

    Job OverviewLHH Recruitment Solutions is seeking a highly skilled Accounts Receivable Specialist to join our team. As an Accounts Receivable Specialist, you will play a critical role in managing and maintaining our company's accounts receivable ledger, ensuring timely and accurate invoicing, and working closely with customers to resolve any payment...

  • Accounts Receivable Specialist

    1 week ago

    Albuquerque, New Mexico, United States LHH Recruitment Solutions Full time

    Job OverviewLHH Recruitment Solutions is seeking a highly organized and detail-oriented Accounts Receivable Specialist to join our team. As an Accounts Receivable Specialist, you will play a critical role in managing and maintaining our company's accounts receivable ledger, ensuring timely and accurate invoicing, and working closely with customers to resolve...

  • Mortgage Loan Specialist

    2 weeks ago

    Albuquerque, New Mexico, United States FINANCIAL MORTGAGE SOLUTIONS Full time

    Experienced Mortgage Loan Processor WantedWe are seeking a skilled mortgage loan processor to work with our team of mortgage loan officers at Financial Mortgage Solutions. If you have a strong background in mortgage lending and are looking for a dynamic position with a successful lending team, we want to hear from you.Key Responsibilities:Assist applicants...

  • Financial Services Representative

    7 days ago

    Albuquerque, New Mexico, United States BOK Financial Full time

    Job DescriptionBOK Financial is seeking a highly skilled and motivated Financial Services Representative to join our team. As a key member of our banking team, you will be responsible for providing exceptional client service and building strong relationships with our customers.Key Responsibilities:Client Service: Provide top-notch service to our clients,...

  • Financial Planning Specialist

    3 days ago

    Albuquerque, New Mexico, United States Actalent Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Actalent. As a key member of our financial team, you will be responsible for providing financial analysis and planning support to our clients.Key ResponsibilitiesFinancial Analysis: Conduct thorough financial analysis to identify trends, opportunities, and...

  • Accounting Specialist in Financial Services

    2 weeks ago

    Albuquerque, New Mexico, United States MAPFRE Insurance Full time

    MAPFRE Insurance, a prominent entity in the automotive service sector, is recognized for its comprehensive warranty solutions and financial products. We collaborate with specialized Finance & Insurance agencies that maintain partnerships with automotive dealerships across the nation.POSITION: ACCOUNTING SPECIALIST This role is based in our Albuquerque...

  • Retirement Solutions Consultant

    2 weeks ago

    Albuquerque, New Mexico, United States Corebridge Financial Full time

    About Corebridge FinancialCorebridge Financial is dedicated to assisting individuals in making significant life decisions. Our mission is to help clients strategize and take action to secure the future they envision while navigating life's challenges through our comprehensive range of services and solutions. We offer a diverse portfolio of life insurance,...

  • Member Engagement Specialist II

    1 week ago

    Albuquerque, New Mexico, United States Kirtland Federal Credit Union Full time

    Job OverviewAt Kirtland Federal Credit Union, we believe that a career in the financial sector is more than just a job; it’s a pathway to growth and development. We are committed to fostering an environment where our employees can thrive, offering competitive salaries, comprehensive benefits, and a dynamic workplace culture.We are looking for a Full-Time...

  • Client Relationship Specialist

    2 weeks ago

    Albuquerque, New Mexico, United States BOK Financial Full time

    Position ID: 75133 Location: Albuquerque -ALBQ Areas of Focus: Consumer Banking; Client Services Compensation Transparency: Not Available Application Deadline: Not Applicable BOK Financial Corporation encompasses BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates various banking divisions. Bonus Structure...

  • Customer Service Specialist

    2 weeks ago

    Albuquerque, New Mexico, United States First Financial CU Full time

    Job TypeFull-timePosition OverviewAs a Customer Service Specialist, you will be responsible for addressing various inquiries from members regarding the range of products and services provided by First Financial CU. Communication with members will primarily occur via telephone, although other forms of communication such as fax, mail, or electronic channels...

  • Manager of Financial Risk Operations

    2 weeks ago

    Albuquerque, New Mexico, United States BOK Financial Full time

    Position Overview:The Middle Office Supervisor for Financial Risk Management is tasked with overseeing the operational aspects of three key business lines within Financial Risk Management: Commodities Hedging, Interest Rate Derivatives, and Foreign Exchange. This role demands a comprehensive understanding of commodity risk instruments, including fixed price...

  • Manager of Financial Risk Operations

    2 weeks ago

    Albuquerque, New Mexico, United States BOK Financial Full time

    Position Overview:The Manager of Financial Risk Operations is tasked with overseeing the middle office functions across three key business segments: Commodities Hedging, Interest Rate Derivatives, and Foreign Exchange. This role demands a robust understanding of commodity risk instruments, including fixed price swaps, options, and exotic derivatives,...

  • Financial Planning Associate

    2 weeks ago

    Albuquerque, New Mexico, United States Thrivent Financial Full time

    Company Overview:Thrivent Financial is a distinguished fraternal organization dedicated to providing comprehensive financial services tailored to meet the unique needs of our clients. We pride ourselves on our commitment to community service and support for the Lutheran community and nonprofit organizations. Our practice, Valley Consulting Group, operates in...

  • Financial Planning Associate

    1 week ago

    Albuquerque, New Mexico, United States Thrivent Financial Full time

    Company Overview:Thrivent Financial, a well-established financial services organization, is seeking a dedicated full-time Associate Financial Advisor. We are committed to serving the unique needs of our clients and fostering a culture of service and community support.Position Summary:This role is essential to enhancing our client interactions. We are looking...

  • Financial Services Professional

    1 week ago

    Albuquerque, New Mexico, United States BOK Financial Full time

    About the RoleAs a Financial Advisor at BOK Financial Corporation, you will play a critical role in helping clients achieve their financial goals by providing expert guidance and advice.Key ResponsibilitiesMeet with clients to understand their financial objectives and develop personalized plans to achieve themPrepare comprehensive presentations and utilize...

  • Financial Planning Associate

    1 week ago

    Albuquerque, New Mexico, United States Thrivent Financial Full time

    Company Overview:Thrivent Financial, a prominent membership-based organization, is dedicated to addressing the financial needs of its clients through comprehensive services. With a commitment to community support and a focus on the Lutheran community and nonprofit organizations, Thrivent operates as a leading fraternal benefit society in the nation.Position...

  • Financial Planning Specialist

    5 days ago

    Albuquerque, New Mexico, United States Jobot Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Financial Planning Specialist to join our dynamic team at Jobot. As a key member of our financial operations, you will play a crucial role in our financial planning and decision-making processes.ResponsibilitiesDevelop and manage comprehensive annual and multi-year budgets, ensuring...