Float Financial Consultant

Posted Yesterday
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Albuquerque, NM, USA
In-Office
Mid level
Financial Services
The Role
Provides consultative financial services to credit union members, including account opening and closing, consumer loan assistance, product education, referrals, transaction processing, teller support, and problem resolution. The role floats among branch locations, requiring flexibility, accuracy, strong member service, knowledge of teller and platform operations, and availability Monday through Saturday.
Summary Generated by Built In

 Nusenda Credit Union is dedicated to excellent member service and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values.  

As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more! 

Thank you for your interest in joining the Nusenda team! 

We are currently seeking a Full-Time Float Financial Consultant to join our Float Team who can work 37-40 hours per week, with open availability Monday-Saturday. 

As a member of our Float Team, you will receive a 5% Float Differential in recognition of the versatility, and adaptability required to support multiple branch locations and meet the evolving needs of our member. 

As a Financial Consultant, you will be a trusted financial resource to existing and potential members by utilizing a consultative approach to evaluate, educate and fulfill members’ financial needs. You will show adaptability and knowledge regarding all functions and processes of both the teller and platform operations. You will identify opportunity to refer members to business services, mortgage services, home equity lending, and investment services as needed. You are experienced with and adaptable to all Teller and Platform functions.

What you’ll do: 

  • Assist members with their financial needs through a consultative needs-based approach.
  • Identify and educate members on value-added products/services to meet individual needs to include opening and closing accounts/memberships, consumer loans (excluding home loan products), and answering questions about products and services.
  • Refer members to specialized departments, as needed.
  • Support the Teller line, as needed.
  • Handle problem resolution with your authority level.
  • Process transactions in accordance with established policies, procedures, laws and regulations, and with a high degree of accuracy.

What you’ll need: 

  • Three to five years of similar or related experience
  • High School Diploma or GED

Key skills and experience: 

  • Knowledge of Teller and Platform Operations.
  • Ability to provide exceptional service.
  • Accuracy in numbers, procedural detail, processing, and balancing negotiable instruments.
  • Must be able to handle multiple responsibilities, meet deadlines, deal with sensitive information and handle problem resolution.
  • Effectively communicate with internal and external customers appropriately via in person, email, etc.

Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Qualifications Skills Preferred Lending Some Knowledge Opening Credit Cards Intermediate Behaviors Preferred Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well Team Player: Works well as a member of a group Experience Preferred Cash Handling, Customer Service Banking, Financial Institutions Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Three to five years of similar or related experience
  • High school diploma or GED
  • Knowledge of teller and platform operations
  • Exceptional member or customer service ability
  • Accuracy in numerical work, procedural details, processing, and balancing negotiable instruments
  • Ability to handle multiple responsibilities, meet deadlines, manage sensitive information, and resolve problems
  • Effective in-person and email communication with internal and external customers
  • Cash handling experience
  • Banking or financial institution experience
  • Lending knowledge
  • Credit card account-opening experience
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The Company
HQ: Albuquerque, NM
900 Employees
Year Founded: 1936

What We Do

Nusenda Credit Union is a not-for-profit financial cooperative serving members in New Mexico and West Texas. It offers credit-union financial products and services, including auto loans, credit cards, home-equity loans and certificates. The organization aims to improve members’ financial well-being through affordable products, friendly service, financial education and community involvement, returning earnings to members through higher savings rates and lower loan rates.

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