Albuquerque, New Mexico, United States · On-site
$20/hr–$22/hr
Description Summary The Financial Services Consultant 1 contributes to credit union growth and member financial well-being through a member-centric, consultative sales and service approach. This role delivers friendly, a…
Skills: Customer Service, Sales, Financial Services, Cash Handling, Account Opening
Albuquerque, New Mexico, United States · On-site
$145k–$194k/yr
Description Summary The Director of Digital Growth is responsible for Sunward Federal Credit Union’s digital member acquisition strategy, channel performance, and budget. This role owns the end-to-end digital funnel—from…
Skills: Digital Growth Strategy, Budget Management, ROI Analysis, Digital Funnel Optimization, Cross-functional Leadership
Albuquerque, New Mexico, United States · On-site
$111k–$139k/yr
Description Summary Manages departmental operations for the lending product management and lending data analytics functions, providing leadership and direction to the Lending Product Owner and the Lending Data Analyst. E…
Skills: Lending product management, Data analytics, Team leadership, Performance management, Compliance
Albuquerque, New Mexico, United States · On-site
$202k–$269k/yr
Description Summary The Senior Vice President (SVP), Business Services & Lending serves as the strategic executive leader responsible for the overall vision, performance, and growth of Sunward Federal Credit Union’s comm…
Skills: Commercial lending, Credit risk governance, Strategic leadership, Treasury management, Portfolio management
Los Lunas, New Mexico, United States · On-site
$20/hr–$22/hr
Description Summary The Financial Services Consultant 1 contributes to credit union growth and member financial well-being through a member-centric, consultative sales and service approach. This role delivers friendly, a…
Skills: Customer Service, Consultative Sales, Cash Handling, Account Opening, Consumer Lending
Edgewood, New Mexico, United States · On-site
Description Job Summary: This role plays a pivotal part in advising, reviewing, and evaluating member’s lending needs for personal loans and credit cards. Essential Job Duties: General loan responsibilities: Evaluate loa…
Skills: Loan evaluation, Creditworthiness assessment, Financial advising, Loan processing, Regulatory compliance
Edgewood, New Mexico, United States · On-site
$20/hr–$22/hr
Description Summary The Financial Services Consultant 1 contributes to credit union growth and member financial well-being through a member-centric, consultative sales and service approach. This role delivers friendly, a…
Skills: Customer Service, Consultative Sales, Cash Handling, Consumer Lending, Account Opening
Albuquerque, New Mexico, United States · On-site
$111k–$139k/yr
Description Summary Responsible for leading the corporate finance function of the Credit Union, including mergers and acquisitions, debt issuance, investment portfolio management, and balance sheet strategy. This role pa…
Skills: Corporate Finance, Financial Modeling, Mergers And Acquisitions, Debt Issuance, Investment Portfolio Management
Albuquerque, New Mexico, United States · On-site
Description Job Summary: Responsible for the administration and efficient daily operation of a full-service branch, including branch performance, member service operations and leadership in accordance with the Credit Uni…
Skills: Leadership, Branch management, Financial growth, Customer service, Staff development
Albuquerque, New Mexico, United States · Hybrid
$23/hr–$29/hr
Description Job Scope: The Asset Recovery Specialist Associate supports post-charge-off recovery efforts by learning to evaluate charged-off loans for collectability, contacting borrowers under guidance to explore repaym…
Skills: Collections, Charge-off Recovery, Skip Tracing, Negotiation, Conflict Resolution
Albuquerque, New Mexico, United States · On-site
$27/hr–$33/hr
Description Job Summary The Consumer Underwriter reviews and decisions consumer loan applications by assessing financial risk, analyzing borrower creditworthiness, and ensuring compliance with credit union policies, unde…
Skills: Consumer Underwriting, Risk Assessment, Credit Analysis, Financial Ratio Analysis, Loan Processing
Bernalillo County, New Mexico, United States · On-site
$20/hr–$22/hr
Description Summary The Financial Services Consultant 1 contributes to credit union growth and member financial well-being through a member-centric, consultative sales and service approach. This role delivers friendly, a…
Skills: Consultative Sales, Customer Service, Consumer Loan Origination, Account Maintenance, Cash Handling
Albuquerque, New Mexico, United States · On-site
$20/hr–$22/hr
Description Summary The Financial Services Consultant 1 contributes to credit union growth and member financial well-being through a member-centric, consultative sales and service approach. This role delivers friendly, a…
Skills: Consultative Sales, Customer Service, Consumer Loan Origination, Account Maintenance, Cash Handling
Albuquerque, New Mexico, United States · On-site
$35/hr–$44/hr
Description Job Summary The Indirect Underwriter Lead serves as the senior underwriting resource for Sunward's indirect lending team. This role evaluates complex indirect consumer loan applications, makes sound credit de…
Skills: Consumer Underwriting, Credit Analysis, Risk Management, Financial Analysis, Regulatory Compliance
Albuquerque, New Mexico, United States · On-site
$28/hr–$30/hr
Description The coordinator would take ownership of recurring work, including: • Policy updates and document formatting, including drafting support, version control, and prep for review • SOAP reporting • Accounts payabl…
Skills: Policy Updates, Document Formatting, SOAP Reporting, Accounts Payable, Invoicing
Albuquerque, New Mexico, United States · On-site
$20/hr–$22/hr
Description Summary The Financial Services Consultant 1 contributes to credit union growth and member financial well-being through a member-centric, consultative sales and service approach. This role delivers friendly, a…
Skills: Consultative Sales, Customer Service, Consumer Loan Origination, Account Maintenance, Cash Handling
Albuquerque, New Mexico, United States · On-site
$73k–$92k/yr
Description Job Summary: Responsible for the analysis and performance of Sunward's loan portfolio. Assists with the development of data-driven strategies to assess and enhance loan performance. Collaborates with various …
Skills: Portfolio Analysis, Quantitative Modeling, Financial Forecasting, Risk Management, Data Visualization
Albuquerque, New Mexico, United States · On-site
$20/hr–$22/hr
Description Job Summary: This position is a front-line, member-facing role responsible for processing daily financial transactions, assessing member needs, and providing consultative recommendations on financial products…
Skills: Interpersonal Communication, Organizational Skills, Attention To Detail, Microsoft Office, Information Technology
Albuquerque, New Mexico, United States · Remote OK
$20/hr–$22/hr
Description Develops positive relationships with internal and external members, exhibiting the Credit Union’s core values to enhance membership growth and loyalty while meeting the member’s financial needs. Effectively a…
Skills: Customer Service, Financial Services, Cross-selling, Active Listening, Problem-solving
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The Financial Services Consultant 1 provides friendly, accurate service for routine member transactions while proactively identifying needs to meet sales goals. They support deposit account opening, consumer loan origination, and educate members on digital banking tools within a branch setting.
Candidates must have a high school diploma or GED and prior customer service experience, with preference given to those with financial, retail, or hospitality backgrounds. Strong interpersonal skills and the ability to learn credit union products, systems, and regulatory procedures are essential.
Description
The Financial Services Consultant 1 contributes to credit union growth and member financial well-being through a member-centric, consultative sales and service approach. This role delivers friendly, accurate service while processing routine member transactions and supporting standard branch activity.
In addition to routine transactions, the role carries entry-level sales goals and requires proactive outreach to members, including occasional outbound calling, to deepen relationships and meet branch objectives. Financial Services Consultant 1s are trained early to support deposit account servicing and origination of standard consumer loans; onboarding is designed to build foundational capability in deposit accounts, consumer loans, and teller transactions within the first several weeks, with skills developing over time through coaching and guidance from more experienced representatives. Work is completed using defined workflows, checklists, and scripts, with exceptions and non-routine situations escalated as needed.
Proactively identify member needs and recommend appropriate products and services to strengthen financial relationships; refer more complex needs (including mortgage, advanced business accounts, and investments) to experienced consultants or specialists.
Work toward individual and branch sales goals by using needs-based conversations and completing proactive outreach, including occasional outbound calling, to follow up on leads, deepen relationships, and schedule appointments as needed.
Provide friendly, accurate service to members during routine branch transactions, including account inquiries, deposits, withdrawals, and basic account maintenance, following established procedures and guidelines.
Open new memberships and standard deposit accounts (e.g., checking and savings) in accordance with credit union policies, procedures, and verification requirements.
Support standard consumer loan origination and servicing, including application intake, documentation, disclosures, and system entry, following established procedures and lending regulations; seek guidance and escalate exceptions as appropriate.
Follow defined workflows, checklists, and scripts to ensure accurate account opening, documentation, and disclosures; escalate exceptions or non-routine situations to a supervisor or senior staff.
Educate members on basic digital banking tools and self-service options using standard materials and talking points.
Support lobby management by welcoming members, assisting with basic inquiries, and scheduling appointments with appropriate staff.
Perform teller and platform functions as assigned, ensuring accuracy, balancing, and compliance with operational policies and procedures.
Adhere to BSA/AML, OFAC, and privacy requirements by following established protocols and escalating questions or concerns to a supervisor.
Participate in training, coaching, and performance feedback to build skills in service delivery, basic sales conversations, and product and system knowledge.
Work collaboratively with team members and refer members to specialized teams (e.g., mortgage, investments, business services) when needs fall outside the scope of routine service.
Requirements
Prior customer service experience required; experience in a financial institution, hospitality, restaurant, or retail sales environment preferred.
Exposure to sales or service in a goal-oriented environment (including proactive outreach or call campaigns) preferred.
Previous experience in a consultative sales role or consumer lending environment desired.
High school diploma or GED equivalent.
General understanding of customer service and relationship-focused interactions, or the ability to learn through training and coaching.
Basic knowledge of financial services concepts (e.g., checking/savings accounts, consumer loans, digital banking tools), or the ability to learn credit union products and services through training.
Willingness and ability to learn account-opening procedures, basic consumer lending processes, and applicable regulatory requirements while working under established guidelines.
Exposure to sales or service principles in a goal-oriented environment preferred.
Comfort with meeting entry-level sales expectations and participating in occasional outbound calling as part of proactive member outreach.
Familiarity with Microsoft Office applications and digital technology, online tools, and electronic communication, or the ability to learn required systems.
Strong interpersonal and communication skills, with the ability to engage members in positive, service-focused conversations using scripts, prompts, and standard talking points.
Ability to learn and follow established procedures, workflows, and checklists while maintaining accuracy and attention to detail.
Basic problem-solving skills, with the ability to resolve straightforward issues and escalate non-routine situations to more experienced staff or a supervisor.
Professional and composed in handling routine member questions and concerns, seeking guidance when situations fall outside standard procedures.
Awareness of the importance of accuracy, confidentiality, and ethical conduct when handling member information.
Reliable and responsible, with the ability to work effectively both independently on assigned tasks and as part of a team.
Adaptable and willing to learn new products, systems, and processes in a changing branch environment.
Comfortable working in a service- and results-focused environment, supporting basic sales conversations, account opening, cash handling, and compliance requirements under supervision.
Prolonged periods of sitting and standing while working at a desk, workstation, or service counter.
Frequent use of a computer, telephone, and standard office equipment.
Regular interaction with members and coworkers in a retail branch environment.
Ability to lift, carry, or move up to 20 pounds on occasion (e.g., supplies or documents).
Fine motor skills required for cash handling, keyboarding, and document processing.
Visual acuity sufficient to read screens, printed materials, and financial documents.
Ability to work in a fast paced, member focused environment with frequent interruptions while following established procedures and workflows.
May require flexible scheduling based on branch needs, including evenings or weekends.
170,000+ members strong and growing, Sunward is an Albuquerque-based credit union serving the Southwest since 1948.
Sunward is one of New Mexico’s largest credit unions, serving 175,000+ members and managing more than $4.1 billion in assets. Formed in 1948 by employees of Sandia National Laboratories, Sunward’s footprint now spans 16 branches in New Mexico, with one in Durango, Colorado, and one in Livermore, California. Sunward has been named by Forbes as a Best-in-State credit union for six consecutive years and ranked in America's Best Regional Bank & Credit Unions by Newsweek three years in a row. Members enjoy access to leading checking, savings, business, mortgage, auto, and investment services. Learn more and apply today at gosunward.org. Sunward is federally insured by the National Credit Union Administration (NCUA) and is an Equal Housing Lender. We’re Hiring! Build Your Career at Sunward Sunward's exceptional culture sets us apart. By attracting and retaining top talent, we are building a financial institution that can transform lives. For our employees, it’s not just about completing transactions; it’s also about building relationships. We’re helping members realize their dreams, achieve their goals, and secure their futures. Check out current openings at gosunward.org/careers/ Let’s Connect • Facebook: Facebook.com/gosunwardcu • Instagram: Instagram.com/gosunwardcu Sunward is federally insured by NCUA and is an Equal Housing Lender. Sunward has no responsibility for any external website. It neither endorses the information, content, presentation, or accuracy nor makes any warranty, express or implied, regarding any external site.
Offices: 3707 Juan Tabo Blvd NE, Albuquerque, NM 87111, US · 39 S. Livermore Ave., Livermore, CA 94550, US
170,000+ members strong and growing, Sunward is an Albuquerque-based credit union serving the Southwest since 1948.
Sunward is one of New Mexico’s largest credit unions, serving 175,000+ members and managing more than $4.1 billion in assets. Formed in 1948 by employees of Sandia National Laboratories, Sunward’s footprint now spans 16 branches in New Mexico, with one in Durango, Colorado, and one in Livermore, California. Sunward has been named by Forbes as a Best-in-State credit union for six consecutive years and ranked in America's Best Regional Bank & Credit Unions by Newsweek three years in a row. Members enjoy access to leading checking, savings, business, mortgage, auto, and investment services. Learn more and apply today at gosunward.org. Sunward is federally insured by the National Credit Union Administration (NCUA) and is an Equal Housing Lender. We’re Hiring! Build Your Career at Sunward Sunward's exceptional culture sets us apart. By attracting and retaining top talent, we are building a financial institution that can transform lives. For our employees, it’s not just about completing transactions; it’s also about building relationships. We’re helping members realize their dreams, achieve their goals, and secure their futures. Check out current openings at gosunward.org/careers/ Let’s Connect • Facebook: Facebook.com/gosunwardcu • Instagram: Instagram.com/gosunwardcu Sunward is federally insured by NCUA and is an Equal Housing Lender. Sunward has no responsibility for any external website. It neither endorses the information, content, presentation, or accuracy nor makes any warranty, express or implied, regarding any external site.
Offices: 3707 Juan Tabo Blvd NE, Albuquerque, NM 87111, US · 39 S. Livermore Ave., Livermore, CA 94550, US
