Member Consultant Position Available In Okaloosa, Florida

Salary Not Available
Position range in Crestview-Fort Walton Beach-Destin, FL Metropolitan Statistical Area $80k – $123k Per Year Member Consultant
Pen Air Credit Union

Occupation:

Management Analysts

Location:

Crestview, FL – 32536
Positions available: 1
Job #: 92008132280991-FL

Source:

Pen Air Federal Credit Union

Posted:

5/22/2025

Expires:

11/18/2025

Web Site:

www.penair.org

Job Type:

Full Time (30 Hours or More) Job Requirements and Properties Help for Job Requirements and Properties. Opens a new window. Job Requirements and Properties Help for Job Requirements and Properties. Opens a new window.
Work Onsite
Full Time Age
18 and up Schedule
Full Time Hours
40 Hours Per Week
Job Description Help for Job Description. Opens a new window. Job Description Help for Job Description. Opens a new window.
Pen Air Credit UnionCompany DescriptionSince 1936 PenAir® Credit Union has been the catalyst where community, resources, and impact come together and produce a powerful force for good. We have a unique culture and we’re passionate about it. Grown from the values we hold most dear, these guiding principles shape how we see the people we serve, the community around us, and our role within it. These guiding principles are Respect, Service, and Communerosity® and they’re woven throughout our culture.

PenAir is where people and community, resources and expertise align with your values to create real impact. Generational impact through strong financial education and support. We care about the things you care about. As the largest and oldest credit union in Pensacola, Florida, with more than $2.5 billion in assets, our purpose is to enhance the lives of those we serve from Mobile County, Alabama to Leon County, Florida.;Careers
Do you have a passion for helping others?
Currently, PenAir provides access to 11 convenient locations in Baldwin County, AL and Escambia and Santa Rosa Counties in Florida. Join us and become a powerful force for good – after all we live, work, and play here too.;Join the team. You’ll fit right in.
Take control of your future by mapping out a career at PenAir. Working with us means you can shape your professional experience to suit your dreams. We offer valuable resources that provide you the opportunity to build upon and strengthen your skills. Whether it be a career path in advising our members directly on products and services, guiding them through major purchase decisions on a home or vehicle, or even helping build the technology and processes behind the scenes, there is a place for everyone at Pen Air! Success looks different for everyone. Where will your journey take you?;The PenAir difference.
Just like we strive to be a force for good at work, Pen Air works just as hard to supply employees with a total rewards package that includes competitive salaries and meaningful benefits.

Holistic Amenities:

Up to $15K available for continuing education
Student Loan Paydown
Adoption Assistance Reimbursement
Wellness Programs
Gym membership reimbursement
Formal Career Development Resources
Financial Wellness Resources
Purchase assistance with computers and fitness equipment.

Benefits Package Highlights:

Generous PTO Plan—20 days for new hires
Paid Maternal &; Parental Leave
Competitive Retirement Plan
Competitive medical, dental &; vision plans
Company paid Telehealth services
Company paid Short Term Disability
And more……….!
The pay for this role is $23.81 per hour.

About the role:

Enhances members’ lives in a digital retail financial environment by proactively handling advanced sales and service. Identifies members’ needs through discover and advise, offers suitable solutions with high acceptance. Provides an engaging and notable experience to the membership. Resolves inquiries accurately and mentors new teammates.

Major Duties and Responsibilities:

Member Financial Education:

Uncovers existing and potential members’ needs and recommend solutions to improve their financial well-being using a sales through service consultative approach. Conducts all member service functions including consumer accounts, account maintenance, business accounts as well as unsecured and collateralized loans. Ensures all engagements are resolved successfully in the members perspective.

Technology Education:

Proactively educates members on emerging and existing self-serve technology and digital solutions such as mobile/online banking, bill pay, remote deposit capture and ITM services with a high level of member adoption.

Documentation and Reporting:

Ensures that all necessary documentation and supporting materials are properly maintained, and that required reports are prepared as needed. All tasks are completed in a timely manner.

Referral Opportunities:

Recognizes referral opportunities and refer members to internal business partners for specialized services including investments, mortgage, or commercial lending.

Team Support:

Communicates effectively with all frontline areas to ensure exceptional member experience.
Other Duties Performs other job-related duties as assigned.

Minimum Qualifications:

One year to three years of similar or related experience.
A high school degree or equivalent
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Ability to change focus efficiently in a fast-paced environment, manage multiple priorities, conduct a needs-based dialogue, use multiple applications on a computer simultaneously, utilize knowledge and resources to effectively problem solve and make sound decisions. Expectation to complete all levels of training, proving proficient in their knowledge within 12-18 months.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status Equal employment opportunity, including veterans and individuals with disabilities.

PI271667970

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