Senior Member Consultant
2 months ago
We are seeking a Senior Member Consultant to provide exceptional front line member service, triage member needs, and manage their financial relationships. The ideal candidate will be responsible for providing thoughtful financial guidance to our members, identifying their financial needs, and delivering tailored solutions to meet their goals.
Key Responsibilities:
- Member Service: Provide personalized member service, respond to member inquiries, and resolve any issues in a timely and professional manner.
- Financial Guidance: Offer financial guidance to members, identify their financial needs, and provide tailored solutions to meet their goals.
- Relationship Building: Build strong relationships with members, understand their financial needs, and provide exceptional service to meet their expectations.
- Product Knowledge: Stay up-to-date on our products and services, and be able to provide information and guidance to members on how to best utilize them.
- Team Collaboration: Work collaboratively with our team to achieve our branch goals, provide support, and ensure seamless service delivery.
Requirements:
- High School Diploma: Required
- FW Sales Essentials Course: Completion within 6 months of hire
- First West Certification: Completion within required timeframe
- College Diploma: Preferred
- 2+ years of retail/customer service experience: Required
- Sales and cash handling experience: Preferred
- Strong interpersonal skills: Ability to build relationships with members
- Proficiency in Microsoft Office: Required
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