Membership Consultant - Rio Rancho, NM

Full-time · Description · The primary role of this position is to provide support for business online banking, ACH inquiries, wire transactions, Positive Pay, Merchant Services, Remote Deposit Capture, and all other treasury management products and service activities. The Members ...

Job description

Full-time

Description

The primary role of this position is to provide support for business online banking, ACH inquiries, wire transactions, Positive Pay, Merchant Services, Remote Deposit Capture, and all other treasury management products and service activities. The Membership Consultant I builds strong member relationships through their deep understanding of compliance, account setup, products, and treasury services.

Join Our Team at Del Norte Credit Union
We're more than a financial institution, we're a community. Guided by our mission of Improving Lives and vision of being Authentically New Mexico, we embrace Del Norteño Pride, reflecting our commitment to community, culture, and connection. Recently recognized as a Platinum-Level Family Friendly Business, we value People Focus, Collaboration, and Continuous Learning.

Location

Enchanted Hills Branch located in Rio Rancho, NM

Essential Functions & Responsibilities

• Supports Branches, Virtual Contact Center and Business Development teams in establishing and sustaining successful business and non-business member relationships that maximize the sales and revenues of products and services from the credit union operations while providing optimum member service. 
• Assist VP Virtual Experience in establishing the day-to-day business practices to build a central resource for treasury services and operations within the credit union.
• Supports and assists VP Virtual Experience to ensure compliance of treasury services, organizational policies and regulations, audits, site visits, as well as educational training sessions and refreshers on business services and operations for branch, Virtual Contact Center, and department staff as appropriate and needed.
• Assist members in person and via telephone through a consultative approach to determine the most value-added products and/or services to meet individual member needs.
• Provide support, training, troubleshooting, and education to members regarding Remote & Merchant Deposit Capture, Merchant Services, Payroll Service, ACH Services, Mobile Service, Account Analysis, and any other ancillary products and/or services.
• Process ACH and Remote Deposit Capture applications while working closely with VP VXP and Lending for underwriting. Initiate, approve wire transfers, and provide support for other online banking system features, usage, and hardware.

Performance Measurements:

• Ensures that the highest standards for member experience and satisfaction are met through the timely resolution of member service issues, complaints and trouble shooting.
• Daily monitoring including but not limited to, maintaining and verifying ACH transactions, RDC limits, and Funds Transfer increases.
• Work effectively in a team environment contributing to the success of the branch, Virtual Contact Center, and organization.
• Comply with all regulations, security procedures, and complete all mandatory annual compliance courses.

Salary

Starting pay: $ $24.75 an hour, based on qualifications, internal equity, and budget.

Benefits

• Medical, Dental, Vision Insurance (available first of the month after hire)
• Spanish Speaking Incentive
• 401(k) – Traditional or Roth options
• Paid Time Off and 11 Paid Holidays
• Employer-Paid Benefits: EAP, Short-Term & Long-Term Disability
• Additional perks: Wellness Reimbursement, Educational Assistance, Development Programs

Requirements

Experience

One year to three years of similar or related experience.

Education

A high school education or GED.

Interpersonal Skills

This role demands strong initiative and proactively identifying opportunities to build connections, address challenges, and present solutions that drive positive outcomes without waiting for direction.

Other Skills

Professional appearance and demeanor

Provide excellent and knowledgeable service to our members, both internal and external by adhering to our core values

Conduct themselves and members fairly, ethically, and with confidence

Must have strong communication and PC skills

Willing and eager to exceed expectations; consistently demonstrate excellence in all aspects of service delivery operations

Ability to assess situations quickly and provide accurate, timely resolutions for account-related issues while adapting to changing member needs

Confidently explain financial products and services in a way that is easy for members to understand, ensuring informed decisions

Working knowledge of the applicable core system, including loan and deposit platforms

Physical Requirements

This position is primarily sedentary and requires the ability to remain seated or standing for extended periods while operating a computer and other office equipment. Manual dexterity is needed for typing, using a mouse, and handling documents. The role may involve occasional reaching, bending, or manipulating objects, as well as light lifting of up to 25 pounds. Visual and auditory acuity are required for reading documents, creating content, and communicating effectively. Reasonable accommodations will be provided to enable individuals with disabilities to perform essential job functions.

Work Environment

Work is primarily performed in a professional office setting. The environment is generally quiet to moderate in noise levels and involves regular interactions with team members, vendors, community partners and public. The role requires occasional travel between office or branch locations and may include periodic extended hours to meet project deadlines or support events. Employees may experience occasional exposure to outdoor conditions while traveling or attending events.