Job Description
Job Description
Member Consultant
At Superior Choice Credit Union, we are more than a financial institution. We are a team dedicated to helping people improve their financial well-being and achieve their goals.
We are looking for a friendly, service-oriented Member Consultant who enjoys helping others, solving problems, and building meaningful relationships. As a Member Consultant, you will serve as a primary point of contact for our members through phone and virtual channels, providing exceptional service while identifying solutions that support their financial success.
What You'll Do
- Provide outstanding service to members through inbound and outbound phone calls and other virtual communication channels.
- Answer member questions and resolve account-related concerns professionally, accurately, and efficiently.
- Assist members with a variety of account and service requests while delivering a positive call experience.
- Maintain accurate member account information and ensure records are up to date.
- Conduct proactive outreach calls to strengthen member relationships and engagement.
- Identify opportunities to recommend products and services that support members' financial goals.
- Build strong relationships that encourage member loyalty and trust.
- Maintain compliance with credit union policies, procedures, and regulations.
- Stay informed on products, services, and operating procedures to effectively support members.
What We're Looking For
- High school diploma or GED.
- One to three years of customer service, call center, financial services, banking, or related experience.
- Strong verbal communication skills with the ability to build rapport over the phone.
- Strong problem-solving abilities and commitment to providing solutions.
- Ability to handle confidential information with professionalism and discretion.
- Strong attention to detail and commitment to accuracy.
- Comfortable using computers, email, internet, and multiple software systems simultaneously.
- Positive attitude, self-motivation, and ability to work independently and as part of a team.
Why Join Superior Choice Credit Union?
At SCCU, our mission is to provide superior service while delivering products and services that meet the financial needs of our members. For more than 90 years, we have proudly served communities across Wisconsin and Minnesota while fostering a workplace where employees can grow, contribute, and make a meaningful impact.
Join a team where your work matters, your contributions are valued, and every day is an opportunity to help members achieve financial success.