Truity Credit Union - Shawnee, KS
posted about 2 months ago
The Full-Time Member Consultant position at Truity Credit Union is designed to build and maintain strong relationships with members by providing prompt, reliable, and courteous service. This role involves assisting members with deposit-related and consumer-lending products, identifying their needs, and ensuring a high level of member satisfaction. The consultant will actively listen to and respond to inquiries, suggestions, requests, and concerns from both employees and members, delivering exceptional service at all times. Key responsibilities include originating, evaluating, authorizing, processing, and disbursing consumer loans within the authority granted. The consultant will also assist members in the lobby with consumer lending, process transaction requests, and evaluate account openings and closings, balancing member service with the credit union's risk management. Additionally, the consultant will handle documentation for IRA transactions, analyze requests for waiving penalties and fees, and perform various member service duties such as redeeming savings bonds and conducting notary services. The role requires a good working knowledge of the credit union's products and services, enabling the consultant to offer tailored recommendations to members. The consultant will also manage actions related to fraud, identity theft, and disputes, ensuring that both the member and the credit union are protected. Outbound calling initiatives will be part of the role to enhance product usage and strengthen member relationships. The consultant will rotate between assisting members at the teller line and member consultant desks, ensuring compliance with security measures and procedures during opening and closing duties. Ongoing training is essential to ensure that proper procedures are implemented and followed, and participation in business development activities, including community partner relations, is expected. The consultant will also assist Spanish-speaking members when applicable and may be assigned to the Contact Center as needed. This position requires regular attendance and timeliness, as well as the ability to perform physical tasks such as lifting and moving objects up to 25 pounds.