Product Advisory Consultant
CapEd Credit Union
Region: Meridian, ID
Contact: Laura Heady
Phone: (208) 884-0150
To Apply: Complete an Online Application at our website www.capedcu.com for the specific job opportunity that interests you. Resumes are not accepted in lieu of application.
CapEd’s Product Advisory Consultant will proactively ensure exceptional service by contacting current members to build, foster, and reinforce EPIC relationships. Using multiple forms of communication, they will advise, consult, and cross-sell Credit Union products and services to promote member financial wellbeing.
Responsibilities also include friendly, prompt, professional and accurate service to all members, originating loans, processing loan applications, coordinating fundings and making loan disbursements, and actively listening to the member’s needs to educate on products and services accordingly.
CapEd is a growing Credit Union with strong roots in Idaho. We were founded in 1936 by a group of area educators who were looking to secure financial services for those working in the educational industry. CapEd’s Vision Statement says, “CapEd is committed to supporting quality education, financial empowerment, and enrichment of individuals and communities.” We strive to enrich lives and communities with programs such as volunteering in local neighborhoods, financial education for youths and adults, raising funds for area children’s hospitals, and awarding grants to teachers through the Idaho CapEd Foundation.
CapEd offers competitive compensation and employee benefits; as well as training and career development through our EPIC values – Empowered, Professional, Innovative, and Collaborative. If CapEd sounds like the culture to take your career to the next level, please apply to our Product Advisory Consultant position located in Meridian, Idaho.
The successful candidate will have the following qualifications:
- High School diploma or GED
- Six months to two years of similar or related experience
- High level of accuracy in all areas
- Proven ability to work well under pressure
- Excellent communication, interpersonal and organizational skills
- Ability to maintain the confidentiality of Credit Union records
- Fluent Spanish Bilingual preferred but not required
Capital Educators Federal Credit Union is an Equal Employment Opportunity Employer