Financial Services Consultant

2 days ago


Farmington, 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, and provides consultative selling for our financial products. The ideal candidate will be a strong communicator, able to build relationships with members and provide tailored financial solutions.

Key Responsibilities
  • Process member transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check cashing
  • Process various transactions and answer member account inquiries, maintaining accurate records
  • Balance cash drawers at the beginning and end of shifts to ensure accuracy
  • Issue cashier's checks, money orders, and bank drafts
  • Verify and reconcile daily transactions to maintain accurate records
  • Proactively educate members on our products and services
Member Service Duties
  • Resolve any issues or problems faced by members, providing timely and regular updates
  • Maintain a high level of professionalism and confidentiality in all member interactions
  • Assist members with various tasks, including deposit accounts, monetary transactions, and loan services
Financial Sales Duties
  • Develop and maintain strong relationships with members, understanding their financial situations and providing tailored financial solutions
  • Engage with members to understand their financial objectives and provide personalized products and services
  • Collaborate with other departments to provide comprehensive financial guidance
  • Promote financial products and services that are suitable for members based on their needs
Requirements
  • Excellent interpersonal and communication skills
  • Strong proficiency with Microsoft Office applications
  • Ability to manage multiple tasks and prioritize effectively in a fast-paced environment
  • Adaptability and willingness to learn new skills and technologies


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