Member Associate II

Kitsap Credit Union; Port Orchard (WA); On-site; USD 25,000 - 32,000; Full time

Benefits offered by this job

5% incentive target

Medical, Dental, Vision

401(k) match

Volunteer time off

ORCA transit benefits

Employee assistance program

Job summary

Kitsap Credit Union in Washington state is hiring for Member Associate I, II and III (Teller/Personal Banker) across the area, including the South Kitsap Branch in Port Orchard. These roles focus on creating exceptional member experiences while processing transactions and guiding members to digital and remote services.

You'll promote products, balance transactions accurately, and meet sales goals as part of a collaborative, mission-driven team.

Qualifications

• High school diploma or GED required.
• 6 months of cash handling, customer service, and/or retail sales experience.
• 1 year of Financial Institution experience with New Accounts and Consumer Lending experience (HE/HELOC experience preferred but not required).
• Must be registered with the Nationwide Mortgage Licensing System (NMLS) within 30 days of hire and comply with SAFE Act regulations.
• Ability to work Saturdays and extended business hours.

Responsibilities

• Assist members with their financial needs and transactions. Identify, develop, and refer business relationships to build market position.
• Educate and introduce current and new members to new products and services and assist in self-service options.
• Foster and maintain constructive member relationships.
• Review and maintain knowledge of products.
• Understand and recommend products and services based on the member’s needs.
• Participate in sales and community events to contribute to branch and credit union goals.
• Use effective sales techniques that result in a positive member experience and meet or exceed sales goals.
• Maintain knowledge and adhere to operational, regulatory, security, and compliance standards.
• Accept and process all financial transactions accurately.
• Maintain responsibility and follows proper balancing procedures.
• Promote and effectively demonstrate digital, remote and self-serve options, with continual education as new products and digital services are introduced.
• Proactively generate new memberships through branch sales activities.

Education

High school diploma or GED

Job description

Kitsap Credit Unionis a not-for-profit, member-owned financial cooperative with more than 300 employees and 14 branches throughout Western Washington.We have a passion for making a positive difference.As a $2 + billion-asset credit union, we are deeply committed to our members’ financial wellbeing and the prosperity and quality of life in the communities we serve. We are proud to be led by individuals with the experience and skills to drive our organization towards our goals for strategic growth and operational excellence. Our KCU Cares Foundation program focuses on providing resources and support for those struggling with homelessness or hunger and improving the financial well-being of the people in our communities. And beyond monetary efforts, we have provided thousands of hours in staff volunteerism and in-kind support.

At Kitsap Credit Union, our success is built on trust-based relationships and personalized service. We understand our employees are key to our success. They provide the personalized service to our members and contribute to the communities where we live. We are committed to providing a supportive, mission-driven, and inclusive culture where employees can grow their careers. To learn more, visit kitsapcu.org .

About the Role

Kitsap Credit Union is actively hiring for Member Associate I, II and III (Teller/Personal Banker) positions all over the area, including: South Kitsap Branch in Port Orchard. These positions are responsible for creating exceptional member experience while processing transactions, as well as offering and demonstrating all-digital, remote and self-service options.

Quick Facts

Reports to: Branch Manager

Employment Type:Full-time, hourly, non-exempt, in-person

Bonus Target:5% of base pay potential incentive bonus if the credit union hits its goals

Working Hours: Monday - Thursday 8:30a-5:15p Friday 8:30a-6:15p, Saturday rotate two to three times a month 8:30a-1:15p

Grade:5BC

Essential Duties and Responsibilities

• Assist members with their financial needs and transactions. Identify, develop, and refer business relationships to build market position.
• Educate and introduce current and new members to new products and services and assist in self-service options.
• Foster and maintain constructive member relationships.
• Review and maintain knowledge of products.
• Understand and recommend products and services based on the member’s needs.
• Participate in sales and community events to contribute to branch and credit union goals.
• Use effective sales techniques that result in a positive member experience and meet or exceed sales goals.
• Maintain knowledge and adhere to operational, regulatory, security, and compliance standards.
• Accept and process all financial transactions accurately.
• Maintain responsibility and follows proper balancing procedures.
• Promote and effectively demonstrate digital, remote and self-serve options, with continual education as new products and digital services are introduced.
• Proactively generate new memberships through branch sales activities.

Member Associate I – Junior Teller

Qualifications and Education Requirements

• High school diploma or GED required
• 6 months of cash handling, customer service, and/or retail sales experience

Member Associate II – Teller

Qualifications and Education Requirements

• High school diploma or GED required
• 6 months of Financial Institution experience
• 6 months of cash handling, customer service, and/or retail sales experience

Qualifications and Education Requirements

• High school diploma or GED required
• 1 year of Financial Institution experience withNew Accounts and Consumer Lending experience (HE/HELOC experience preferred but not required)
• 1 year of cash handling, customer service, and/or retail sales experience
• Identify and contribute new ideas and methods to improve efficiencies and effectiveness of processes and procedures
• Must be registered with the Nationwide Mortgage Licensing System (NMLS) within 30 days of hire and comply with the SAFE Act regulations
• Meet or exceed referral and sales goals
• Provide guidance, training, and support to junior team members
• Assist members and non-members in opening share, new accounts, and basic lending

*All roles have 5% potential incentive of base pay.*

Supervisory Status

These positions do not supervise others.

Working Conditions

This position will be required to work in an office environment with moderate noise levels, and, with or without reasonable accommodation is required:

• Must be able to work Saturdays and extended business hours
• Ability to work in-person at branches throughout Kitsap, Mason, and Pierce County
• Must be able to remain in a stationary position for a minimum of 75% of the time
• Constantly operates a computer and other office productivity machines
• The person in this position frequently communicates with peers, supervisors, vendors and employees to exchange accurate information and answer questions
• Works in an indoor office environment but expected to attend meetings in buildings that require travel in outdoor weather conditions

Our Values

Integrity:We believe in acting with honesty, trust, and respect which are at the forefront of our daily engagement.

Responsibility:We believe that responsibility is holding ourselves accountable for our decisions, actions, and their outcomes.

Collaboration:We believe in the power of a diverse group of people working together to achieve a united outcome.

Authenticity:We believe activities in actions that demonstrate our commitment to be transparent, dependable, and genuine in every day.

What We Offer

Not only are we one of the largest credit unions in Washington State, and growing, but we are also a company that cares about its employees. We back that up for our employees by offering competitive pay and a benefits package that helps support you and your family’s lifestyle. We value our employees, and we strive to keep our benefits comprehensive and affordable. Some of our benefits include:

• Medical, Dental, Vision, Short- and Long-term Disability, Life and AD&D Insurance
• Employee Assistance Program
• Choose from a PPO medical plan or a High Deductible with a Health Savings Account
• 3% KCU funded Safe Harbor Contribution to your 401K
• KCU will match up to 2% of your 401K contributions
• All 401K contributions are 100% vested
• Potential annual incentive in all roles within Kitsap Credit Union
• 8 hours of paid volunteer time off
• Discounts on KCU's products and services
• ORCA transit access through KCU

We believe in the power of belonging – it’s in our DNA as a not-for-profit, member-owned cooperative. Our un-bank-like structure ensures that we remain all about people: our members, our employees, and the people in the communities where we live and work. We work hard to provide a collaborative and inclusive environment where you can grow and excel in your career.

We are dedicated to serving our members by providing personalized experiences, convenient access, and highly competitive products and services. But it goes much deeper than that. For more than 86 years, we have been relentless about making a positive difference in our communities. We understand that when our members and communities succeed, we all succeed, and that success can’t happen without great employees.

****** Employment is contingent upon satisfactory background checks. Kitsap Credit Union is an Equal Opportunity Employer. All qualified applicants for employment will receive consideration without regard to sex, marital status, race, color, religion, national origin, age, veteran status, disability, genetic information, or any other protected status. ******

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Equal Opportunity Employer

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