Financial Services Consultant Lead

Bellwether Community Credit Union

Bellwether Community Credit Union is seeking a relationship-focused Financial Services Consultant Lead to deliver exceptional member service, drive sales growth, and support branch operations. This role serves as a key resource for both members and team members by providing financial solutions, mentoring colleagues, and assisting with branch leadership responsibilities, including opening and closing the branch and providing coverage at other locations as needed.

Key Responsibilities

• Build and strengthen member relationships through a consultative, needs-based sales approach.
• Achieve individual and team goals for deposits, memberships, and product referrals.
• Conduct outbound member outreach to deepen relationships and identify financial solutions.
• Process consumer loan and HELOC closings.
• Support daily branch operations, including serving as a key holder and ensuring security procedures are followed.
• Provide guidance and mentorship to team members and assist with supervisory responsibilities in the absence of branch management.
• Deliver exceptional member service while collaborating with teammates to achieve branch goals.
• Travel to other branch locations as needed to provide operational support.
• Ensure compliance with all applicable regulations, including BSA and SAFE Act requirements.

Qualifications

• Minimum of 3 years of financial sales or branch leadership experience in a banking or credit union environment.
• Associate degree or equivalent combination of education and relevant experience.
• Proven success in financial product sales and relationship building.
• Knowledge of banking products, services, and regulatory requirements.
• Strong communication, organizational, and problem-solving skills.
• Ability to coach and mentor team members.
• Ability to manage multiple priorities in a fast-paced environment.
• Willingness to travel between branch locations as needed.
• Ability to obtain and maintain an NMLS registration in compliance with the SAFE Act.

Our Values

At Bellwether Community Credit Union, we are guided by our core values:

• People First – We put others at the heart of all we do.
• Local Focus – We strengthen our communities through service and giving.
• Always Learning – We embrace growth and continuous improvement.
• Driven with Purpose – We strive to achieve meaningful results.
• Own Our Outcomes – We take accountability and deliver on our commitments.

** Eligible to earn monthly sales' incentives**