MEMBER CONSULTANT I

Member Consultant

Westside of Albuquerque, New Mexico

Compensation and Benefits

• Starting hourly rate ranges from $20.00 to $25.00, depending on years of applicable experience.
• Incentive pay on top of your base hourly wage – earn more when you help members find the right financial products for their needs.
• Comprehensive Medical, Dental, and Vision Insurance
• Company Paid Pension Plan
• 401(k) with Employer Match
• Paid Short-Term Disability, Life Insurance, and AD&D
• Holiday Pay, Vacation, Birthday, Floating Holiday time & Sick Leave
• Tuition Reimbursement for Professional Development
• Exciting Opportunities for Career Advancement

Description

As a Member Consultant at Sandia Area, you are the face of our branch – the person our members turn to for trusted financial guidance and everyday banking needs. This full-time, onsite role blends relationship building with hands-on financial expertise, giving you the opportunity to make a real difference in members financial lives while growing your own career in a supportive, community focused credit union.  

Responsibilities include, but are not limited to:

• Consultative Service: Build member relationships, open accounts, and guide members through loan applications.

• Transaction Accuracy: Securely handle cash, process financial transactions, and balance drawers flawlessly.

• Member Advocacy: Proactively identify financial needs to meet or exceed individual and branch performance goals.

• Branch Agility: Adapt to changing branch needs, assisting with opening, closing, and routine operations.

• Regulatory Compliance: Adhere strictly to credit union policies, financial laws, BSA, and OFAC regulations.

Qualifications

Knowledge, Skills, and Abilities (KSAs)

• Expertise in member engagement, financial consulting, and transactional services with a strong understanding of financial institution operations and compliance.

• Ability to analyze financial information, interpret credit reports, and provide appropriate banking recommendations tailored to member needs.

• Proficiency in executing financial transactions with a high degree of accuracy, integrity, and attention to detail.

• Ability to explain and recommend financial products using a consultative, member-first approach that prioritizes financial well-being.

• Exceptional time management and organizational skills, with the ability to prioritize tasks, manage multiple responsibilities, and adapt to a fast-paced environment.

• Proactive in seeking professional growth, embracing both formal and informal development opportunities, and demonstrating adaptability to new responsibilities.

• Strong interpersonal and member service skills to cultivate meaningful relationships and deliver exceptional member experiences.

• Adept at learning and utilizing new banking technologies, systems, and processes to enhance service delivery and operational efficiency.

• Thorough understanding of regulatory compliance requirements and a demonstrated ability to adhere to established policies and procedures to ensure operational integrity.

• Analytical and problem-solving skills to effectively resolve member concerns and operational challenges.

• Team-oriented with a strong collaborative mindset, actively supporting team members and contributing to a positive and high-performing branch environment.

• Ability to perform essential branch operations

• Must be able to transition from station to station as needed to serve members and lift up to 15 lbs.

Education and Experience Requirements

• High school diploma or GED required.

• Minimum of one year of customer service, financial services, or sales, preferably within a credit union or banking environment.

• Experience handling financial transactions and cash, demonstrating accuracy and compliance with security protocols.

• Working knowledge of credit union operations, financial products, and industry best practices.

*** Please submit an employment application to www.sandia.org/careers ***

Sandia Area Federal Credit Union (SAFCU) is an Equal Opportunity Employer.

SAFCU provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.