Member Consultant

STCU; Spokane Valley (WA); On-site; USD 30,000 - 41,000; Full time

Benefits offered by this job

PTO & holidays

Health benefits

Training & development

Profit sharing

401(k) matching

Tuition reimbursement

Job summary

STCU is seeking a Member Consultant to deliver unparalleled in-person experiences for current and prospective members at our Spokane Valley locations. You will conduct interviews during origination and maintenance to expand relationships and position STCU as the primary financial partner.

Requirements include a high school diploma and at least two years’ experience in teller/service roles in financial services, with proficiency in MS Office.

Qualifications

• High school diploma or equivalent required.
• Minimum two years' experience in Teller, new accounts or service representative in a financial institution required.
• Proficient knowledge of MS Office programs including Outlook, Word, Excel and Teams.

Responsibilities

• Identify members' needs and expand relationships by reviewing financial positions and recommending products.
• Open and maintain accounts and process transactions with accuracy per policies and procedures.
• Meet branch goals and promote ancillary products and referrals to provide added value for members.
• Respond to member questions and resolve issues to ensure a high level of service.
• Travel to other STCU locations as needed.

Skills

Customer service

Sales knowledge

Communication skills

Education

High school diploma or equivalent

Tools

MS Office

Outlook

Word

Excel

Teams

Job description

STCU is consistently rated one of the top-performing credit unions in the nation, and has been named one of Fortune Magazine’s Great Places to Work. We look for employees who have a strong desire to serve others, are lifelong learners, are committed to working hard, have a fun-loving attitude, and who want to make a difference in our members’ lives. We love people who share our core values: Joyfulness, generosity, belonging, goodness, and striving. We believe in being a force for good in the community, while helping members achieve their financial goals and dreams.

STCU offers excellent benefits:

• Paid time off—plus 11 paid holidays!
• Medical, dental, vision and life insurance
• Training and career development
• Success sharing plan
• 401(k) matching contributions
• Tuition reimbursement

An overview of the benefits can be found here or here: https://stcu.org/here-for-good/about-stcu/careers/benefits

Salary range: $21.64 - $30.30 per hour

Job Description

The Member Consultant creates unparalleled in-person experiences for existing and prospective consumer members that interface with STCU through our retail locations. By conducting interactive and collaborative interviews at new member origination, subsequent account maintenance and transactional requests, the Member Consultant will identify opportunities to expand existing relationships while positioning STCU as a first-choice market leader and the primary financial institution for the members they serve.

Core Job Requirements/Outcomes

• Protect the integrity and confidentiality of our membership by identifying members/account ownership to ensure proper access is upheld. Perform transactional duties to serve members with high accuracy in accordance with credit union policies and procedures as well as adhering to STCU’s balancing standards and proper dual control.
• Originate and expand member relationships by conducting an in-depth and personalized review of the members financial position. This is achieved by interviewing and finding opportunities to recommend product and services that meet the members financial goals.
• Exceed service expectations by creating unparalleled member experiences and excellence with every interaction; taking ownership of issues and challenges, increasing member loyalty, and delivering on our Here for Good brand promise.

Other Essential Functions

• Demonstrate competency and an in-depth knowledge of all consumer, fiduciary deposit products, services and systems and accounts types including checking, savings, CD's and IRA's and lending products to open and conduct required account maintenance.
• Meet or exceed monthly branch goals including the promotion of ancillary products and submitting partner referrals by showcasing the added benefits and impact to the member
• Build and maintain trust by confidently answering member questions and finding appropriate resolutions for a variety of complex or technical issues
• Engage in genuine and inquisitive conversation to identify best match products and services that fulfill unstated needs and deepen the member relationship
• Embody the principles of Everyday Personal Leadership in order to develop and maintain strong and productive working relationships at all levels of the organization.
• Position may also process cash transactions based on the needs of the location.

Qualifications

Education: High school diploma or equivalent required.

Job Experience: Minimum two years' experience as a Teller, new accounts or service representative in a financial institution required. Equivalent experience in a sales/service position in a retail establishment may be considered. Demonstrated proficiency at STCU in a similar role may also be considered.

Software Skills: Proficient knowledge of MS Office programs including Outlook, Word, Excel and Teams.

Physical Demands: Must be able to regularly talk, hear and operate a computer, keyboard and mouse and occasionally lift, pull/push and carry up to 10 pounds with accommodations.

Work Conditions: Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting. Exposure to high-stress, fast-paced, deadline-oriented environment.

Travel Demands: May be asked to travel to other STCU locations.

Other: Perform additional duties as assigned for the efficient operation of the department and the organization. This includes the possibility of being assigned temporarily to other locations.