Job Opening for Financial Consultant in US Eagle Federal Credit Union (5600 E Main St, Farmington, NM 87402)

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Job Category : Business
Company Name: US Eagle Federal Credit Union
Position Name: Financial Consultant
Location : 5600 E Main St, Farmington, NM 87402
Job Description : US Eagle Federal Credit Union is a local not-for-profit, very for-people place. We are a place that quietly does the right thing in a world that cant stop talking about doing just that. At US Eagle, you can make a big impact and help us create a world where people matter more than profit.
Essential Functions & Responsibilities:
Personally greet each member as they enter the branch with an appropriate “Good Morning or Afternoon” and thanking them for coming in as they exit the branch, referring to them by name as often as possible. Must ask members to remove hats and sunglasses as they enter the building.
Make appropriate follow-up calls to members to ensure member satisfaction. Offer additional products and services that meet their needs.
Answer and resolve member inquiries and conduct research on member accounts as required or requested. Serve as a back up to the Member Representative.
Maintain in-depth knowledge of and comply with all department and security policies, procedures and federal regulations; including BSA requirements.
Encourage and educate members to use self-service conveniences including but not limited to Mobile Banking, Mobile Remote Capture, ATMs and on-line banking to enhance their service experience.
Process routine and complex transactions in accordance with established credit union procedures and performance standards. Open new share accounts, interview members requesting consumer loans and credit cards. Explain loan procedures, obtain necessary documentation, complete applications and route to the underwriting team.
Establish new credit union relationships by utilizing a needs-based approach to provide products and services appropriate for the member’s financial needs. Provide guidance to assist members to reach their long-term financial goals.
Demonstrate a high-level of courtesy and efficiency while continuously exceeding service expectations. Achieve all team and individual sales and service goals.
Posses a high-level understanding of NADA reports, loan-to-value, GAP coverage, Mechanical Breakdown coverage, Credit Life and Disability coverage and simple interest calculations.
Understand and explain NCUA share insurance, basic regulatory rules and compliance issues to members. Open and have knowledge of Fiduciary accounts and fraud/forgery procedures. Redeem U.S. Savings Bonds. Provide Notary services and assist members with all IRA requests.
Provide informed, friendly, professional, personal and accurate service and support to all members and associates. Resolve any discrepancies in a timely manner.
Other duties as assigned.
Experience:
One year to three years of similar or related experience.
Education:
A high school education or GED.
Other Skills:
Excellent written and verbal, analytical and problem-solving skills
Proficient in Windows environment and Microsoft productivity software.
Excellent member service and sales skills
Knowledgeable of financial service products and lending policies and procedures.
Possess working knowledge and understanding of cross-selling techniques.
The ability to accurately evaluate credit bureau reports and notate cross-sell opportunities.
Must be able to work accurately and efficiently under pressure and in a fast-paced environment.
Must be Bondable.
Must be able to certify with National Mortgage License System (NMLS).
The ability to meet established sales and service goals as required.
Be available to work various hours and locations as needed
Hours/days required for this position: Monday – Saturday; 40 hours per week.
INDP1


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