Member Consultant
 Purdue Federal Credit Union | |
 United States, Indiana, West Lafayette | |
| 1551 Win Hentschel Boulevard (Show on map) | |
 Mar 18, 2025 | |
|
Member Consultant Branch and Retail West Lafayette, IN
* ID:
1117-588 * Full-Time/Regular Please APPLY AT: https://jobs.silkroad.com/PurdueFCU/PurdueExternalPortalpurduefedcareerssilkroadcom The key purpose of this position is to provide an exceptional in-branch member experience by handling all basic member needs including teller transactions, account maintenance, educating members, making recommendations, and card issues. Description -
Responsible for performing a variety of cash and non-cash transactions. This includes:
* Cashing checks
* Receiving deposits
* Processing funds transfers
* Processing loan payments
* Verifying authenticity of negotiable instruments
* Selling cashier's checks, teller's checks, and money orders
* Help with end of day balancing if necessary
* Notary services
Responsible for assisting members with their account maintenance needs. This can include but is not limited to the following:
* Resolving account discrepancies by performing file maintenance and account changes as applicable (disputes, unauthorized transactions, stop payments, change of address, name changes, wires, add/remove joints and beneficiaries, etc.)
* Educating and helping members with electronic services including automated phone system, Mobile Banking App, Online Banking, MRDC, etc....
* Research and resolve account issues
Responsible for performing various card (ATM and Debit) related functions. This includes:
* Creating, blocking, and activating credit cards, ATM cards, or EMV debit cards
* Maintaining an accurate log of cards processed, destroyed, and received.
* Researching fraud, transaction history, payments, and purchases
* Completing loss and stolen reports as needed
* Act as a liaison between member and Card Services dept.
* Balancing instant issue card machine and doing card stock inventory daily.
Referrals
* Maintain and deepen relationships with credit union members
* Identify needs and refer members to Purdue Fed team members who have expertise in those products and services
* Encourage members to use self-service banking solutions Required Skills
Education Requirements
Experience
Additional Requirements
* Analytical Skills - Ability to analyze applications, reports, data, and documents required to continue the request (CIP, credit reports, etc....)
* People Skills - Ability to quickly and effectively build relationships through listening and interacting with members and associates.
* Problems Solving Skills - To effectively and efficiently arrive at a solution to various problems encountered.
* Communication Skills - Being able to discuss items with members and co-workers in a clear and precise manner while being an active listener.
* Interpersonal Skills - Working as part of a team to build positive work relationships and experience, serve members and achieve branch goals.
* Mult-tasking Skills - - Prioritizing and working on multiple tasks as required in a timely manner.
* Mathematical Skills - To ensure calculations are done correctly by using basic mathematical skills.
* Cash Handling Skills - Being able to handle high volume of cash through the workday.
* Microsoft Office Skills - To create documents, letters, spreadsheets, send/receive emails, etc.
* Company Specific Software - Fiserv, DocuSign, Meridian Link, and others
* Basic Compliance - BSA, MLA, etc....
Purdue Federal Credit Union is an Equal Opportunity Employer/Veterans/Disabled | |