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CT Member Consultant

Partners Federal Credit Union

This is a Full-time position in Anaheim, CA posted February 28, 2022.

This position performs all the functions of branch operations and sales, including consumer lending, new accounts, front- desk and teller services. He/she is responsible for balancing each day’s transactions, verifies cash totals and other cash function related to the members requests. He/she will actively promote and cross-sell. Partners’ products and services. The Member Consultant must display a welcoming and positive demeanor at all times with the membership and co-workers while maintaining professional and ethical service standards set by Partners.

Basic Qualifications :
• Two years financial and sales experience is required.
• Excellent member service and conflict resolution skills
• Effective sales skills
• Strong problem-solving skills
• Clear and open communication skills
• Flexible; easily adapts to change
• Strong time-management skills & ability to multi-task
• Responsible; takes initiative and works independently
• Strong teamwork skills

Required Education :

  • High School or GED (required)
  • Years of Relevant Work Experience: 3 to 5 years
  • NMLS Certification (required)
  • Ability to use a personal computer and related software applications including Microsoft Outlook. (required)

Preferred Education :
Bachelor’s Degree