Member Consultant - Beacon Hill

Job description

JOB TITLE: Member Consultant Department: Member Experience FLSA Status: Non-Exempt ABOUT THE ROLE : We are looking for a Member Consultant who is driven to make a positive impact on the member experience. You possess a bias towards action. You have a relentless pursuit of excellence while bringing others along. You do not settle for mediocrity and are comfortable with challenging the status quo. If you’re always looking for more efficient and innovative ways of working, are thoughtful, intentional, and collaborative, we would love to talk to you! Why You'll Love Working Here: At Seattle Credit Union, we believe great work starts with great people. As a mission-driven organization, we are committed to fostering leadership at every level and live our values of being inclusive, invested, and inventive while building strong relationships across our teams and the communities we serve. By welcoming every voice, encouraging creative thinking, problem-solving, and supporting continuous growth and collaboration, we empower our employees to thrive while helping make prosperity a reality for our members and the communities we serve. As a highly motivated Member Consultant you will demonstrate sales, leadership skills, and an unwavering commitment to member service. You have in-depth knowledge of products and services and are skilled at advising others to prosperity. You will be key to the branch's sales success, serve as an informal mentor to more junior staff, and ensure Seattle Credit Union meets its financial performance goals. This is an exciting opportunity to bring forth new ideas and see those ideas come to life! WHAT YOU WILL DO: Must be proficient in all Member Representative job functions, duties and responsibilities; will regularly back up Teller role as needed. Knowledgeable of all credit union products, services, policies, procedures and channels, including digital banking. Must be technologically proficient to effectively support member inquiries received from any engagement channel, including in-person or via phone call, text, chat or email. Serve as a consultant to members regarding financial wellness by actively listening and identifying appropriate products, knowledge, and solutions. Lead by example in promoting and selling credit union products and services, including loans, deposits, CD’s, and estate planning. Participates in resolving member issues and concerns. Act as an informal mentor and coach for less seasoned teammates to support high performance and professional development. Demonstrates the ability to carry out and occasionally lead projects assigned to them while balancing day-to-day tasks and responsibilities. Develop and maintain strong relationships with key members and community partners. Efficiently produce quality work with varying levels of difficulty and turnaround times. Establishes and maintains collaborative relationships with all levels of teammates across the organization. Consistently meets deadlines and project deliverables. Support community education events, including public speaking and presentations related to financial literacy. Proactively asks for feedback and coaching; uses input to grow and improve. Demonstrates a commitment to SCU Values. Maintains regular and punctual attendance. Other duties as assigned. WHAT YOU WILL BRING: Basic Qualifications: Two (2) years of college or equivalent training/experience. One (1)+ year of experience in retail banking or credit union. This position requires the ability to work at any assigned credit union branch location. Proven track record with financial sales products. Comprehensive knowledge of the state and federal regulations such as Reg. B, Reg. E, Reg. D, Reg. CC, Reg. Z, and the Bank Secrecy Act. Exceptional interpersonal and communication skills with the ability to inspire and motivate others. Progressive thinker with excellent problem-solving and decision-making abilities. Strong interpersonal and communication skills with the ability to build rapport with members. Excellent problem-solving and decision-making abilities. Ability to work independently and as part of a team. Ability to arrive on time for all scheduled shifts. Ability to comprehend and apply credit union policy, procedure and protocols. Proficiency with Microsoft Office applications (Outlook, Word, Excel, PowerPoint, Visio). Preferred Qualifications: Bachelor’s degree, or higher, in business or related field. Fluent in Spanish. Proficiency in leading or coaching fellow employees. Formally trained in equity and inclusion, or equivalent experience. Additional financial institution experience. Working Conditions: This is an in-branch role in the Greater Seattle area of Washington State. We serve members every day of the week except Sunday and have limited hours on Saturday. While this position is assigned to a primary branch, the Member Consultant is expected to provide support at other branch locations as needed. This flexibility helps ensure members receive timely, exceptional service wherever they choose to bank. Team members may attend special off-hour meetings and seminars. The nature of work may include prolonged periods of sitting at a desk and working on a computer. Essential Duties: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Communicate clearly and professionally with internal and external stakeholders. Build and maintain positive working relationships across teams and departments. Collaborate with teammates to meet deadlines and deliver quality outcomes. Respond to questions, issues, or requests with empathy and sound judgment. Support team initiatives, projects, or process improvements as assigned. The requirements listed above are representative of the knowledge, skills, and/or abilities required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. At-Will Employment Statement: We are an Equal Opportunity/Affirmative Action Employer that celebrates our collective differences and encourages all to apply, including those with different backgrounds, disability, ages, ethnicities, races, religions, gender identities, sexual orientations, national origins, or veteran status’ protected by applicable federal, state, or local law. Benefits: Seattle Credit Union supports and invests in our employees. We offer many great benefits, including low-cost medical contributions and zero contributions for dental and vision plans. Additionally, SCU offers a generous paid time off program and a 401(k) plan with a dollar-for-dollar employer match up to 5%. Why Join Us? Seattle Credit Union is proud to be an employer committed to the growth and prosperity of its employees, members, and the community. We work in a culture where voices are amplified to drive meaningful change and generate non-stop impact. We offer a comprehensive total rewards package, such as employee-paid medical benefits, 401k matching, and generous time off, such as for volunteering and even to celebrate your birthday! We provide opportunities for employees to learn and grow while fostering an inclusive work culture, and we have a tremendously diverse workforce that drives our ability to innovate and maintain excellence. Seattle Credit Union is dedicated to helping our members achieve financial prosperity by providing education and banking services that meet their personal goals. We are Inclusive, Inventive and Invested. We are Seattle Credit Union - we build strong and trusting relationships in service of our Mission. Seattle Credit Union is proud to be intentional in recruiting, hiring, and promoting a workplace that is inclusive.