Job description

CommonWealth One Federal Credit Union is always on the lookout for individuals who will act in our members’ best interest and who will contribute positively to our workplace. We focus on building a workplace culture that fosters high performance and engagement. Explore how you can be a part of this great opportunity to make a difference in communities by joining the CommonWealth Team One!

The Member Consultant performs all the functions of branch operations and sales, including consumer lending, new accounts, front-desk, teller, and digital branch services. Responsible for cash functions related to members’ requests. Actively promotes and cross-sells CommonWealth One’s products and services. The Member Consultant must display a welcoming and positive demeanor at all times while providing assistance at the front desk, teller line, and/or any of our digital platforms.

The Member Consultants may be assigned to float to another branch to provide coverage.

Responsibilities:

· Greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt accurate, and efficient member transactions.

· Ensures that all teller functions are correctly performed and are in accordance with established policies and procedures. Ensures that all security procedures are followed.

· Performs teller paying and receiving functions as required. Receives share deposits and loan payments. Prepares proper receipts.

· Provide product and service information to existing members and prospective members. Anticipate and recognize member issues, complaints, or problems, and facilitate the first point of contact resolution of these issues.

· Supports the credit union's objectives and promotions by encouraging the use of multiple products and services to meet the member's financial needs.

· Processes new memberships by opening accounts and new service requests such as additional share accounts, savings services, checking, money market, certificates, IRAs, referrals, etc., meeting all quality control standards.

· Maybe assigned to originate and process consumer loans, from start to finish, meeting all quality control standards.

· Ensures compliance with all applicable federal regulations, including the Bank Secrecy Act, Security, OFAC, and the SAFE Act.

· Performs other related duties as assigned or requested.

Performance Expectations:

· Meet assigned goals by recommending credit union product and service solutions that will assist our members in reaching their financial goals.

· Ensures reports and records are accurately completed in a timely manner.

· Demonstrates a professional and positive attitude towards members and other employees.

· Informs managers of branch activities in a timely manner.

· Displays a professional appearance that supports the credit union’s brand.

· Dependable record of attendance and timeliness.

· Promotes the credit union’s Core Values and Cultural Beliefs.

Position Qualifications:

Education & Experience

· Prior customer service experience in retail sales or financial services environment.

· High school diploma or equivalent required. Some college experience is preferred.

Knowledge

· Basic math and computation.

· Credit union or banking products and services.

· NMLS certification required in first 90 days in the role.

Skills & Abilities

· Consistent excellent customer service skills.

· Strong written, verbal, and interpersonal communication skills.

· Problem-solving, conflict-resolution capabilities.

· PC skills (including Microsoft Office and banking platforms).

Other Pertinent Information:

· Regular and satisfactory attendance is required.

· Must maintain an acceptable personal credit history and be bondable.

Job Type: Full-time

Pay: $19.00 - $20.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Experience level:

• Under 1 year

Schedule:

• Monday to Friday
• Weekend availability

Ability to commute/relocate:

• Alexandria, VA 22304: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Cash handling: 1 year (Required)
• Banking: 1 year (Preferred)
• Customer service: 1 year (Required)

Work Location: In person

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