MEMBER CONSULTANT I

Location: Paseo Del Norte/Wyoming 

Schedule of Work:

- Monday to Friday: 8:30 AM – 5:30 PM

- Saturday: 8:30 AM – 1:30 PM

Please keep in mind that this schedule is subject to change as needed.

BENEFITS:

• Medical, Dental & Vision Insurance

• Paid Short-Term Disability, Life Insurance and AD&D

• Paid Federally Recognized Holidays

• Vacation, Birthday, Floating Holiday & Sick Leave

• Tuition Reimbursement

• 401(k) with Employer Match

• Pension Plan

• Opportunities for advancement

Overall Job Purpose

At Sandia Area, every position plays a vital role in fulfilling our mission to deliver high-value banking and lending services that strengthen the financial well-being of our members and community. Each team member is expected to embody our core values of Service, Sustainability, Efficiency, Trust, Stewardship, and Growth, contributing to our vision of empowering lifelong achievement through better banking. While specific responsibilities vary by role, every position carries universal expectations aligned with its level of responsibility and authority across the organization.

As a Member Consultant I Trainee at Sandia Area, you are responsible for delivering excellent service while maintaining personal accountability in your actions and behaviors. By prioritizing member satisfaction and operational efficiency, you directly contribute to the organization’s mission of strengthening financial well-being for our members and community. You are entrusted to uphold our values in every interaction, ensuring trust, accuracy, and a focus on service excellence.

Reporting directly to the Branch Manager, the Member Consultant I Trainee is responsible for engaging members in consultative financial discussions and providing tailored solutions to meet their financial needs. This role requires proficiency in processing transactions, handling cash securely, maintaining compliance with regulatory requirements, and delivering high-value financial services. The Member Consultant I Trainee contributes to the branch team by building strong member relationships, deepening financial engagement, and continuously expanding their expertise in financial products and services to enhance the overall member experience.

Relationship Building & Consultative Services

• Build and maintain strong member relationships through genuine, consultative conversations that uncover financial needs and opportunities.

• Educate and advise members on products and services, including checking, money and savings accounts, credit cards, unsecured & auto loans, and digital banking solutions, ensuring alignment with their financial goals.

• Utilize credit bureau analysis and member financial data to identify solutions that support members’ financial growth.

• Guide members through the loan application process, ensuring an efficient, service-oriented experience.

• Support financial literacy initiatives by providing educational resources and guidance to help members achieve long-term financial success.

• Execute the new member onboarding process with care, ensuring a seamless transition into Sandia Area’s banking services.

• Foster collaboration within the branch team to create an inclusive and supportive service environment.

• Meets or exceeds individual performance goals by delivering