Member Consultant I (Wallingford Branch)

Kids for the Future; Seattle (WA); On-site; USD 33,000 - 49,000; Full time

Benefits offered by this job

Monthly incentives

PTO and holidays

Medical, dental, vision

Job summary

Verity Credit Union in Seattle is looking for a Full-Time Member Consultant I at the Wallingford Branch. You will handle teller transactions, open accounts, educate members on products, and cross-sell services to support members’ financial goals.

We offer a base pay range of $23.67–$35.51 per hour, plus monthly incentives, paid time off, medical/dental/vision coverage, 401k with up to 6% match, and annual bonuses in a values-driven, community-focused workplace.

Qualifications

• Minimum of a High School diploma or equivalent.
• Minimum of 2 year experience in a financial institution
• Minimum of 3 years of customer service experience

Responsibilities

• Adhere to the Verity Experience Process in every member interaction
• Listen to the member and understand their goals. Identifying ways to cross sell Verity’s products and services
• Capture relevant information and input it into our CRM system
• Value our members’ time by accurately and efficiently processing transactions including wires, payments, and IRA distributions
• Resolve member issues; emotionally and operationally, while adhering to Verity’s policies and procedures
• Originate, process, and fund consumer loans including credit cards, lines of credit, and auto loans
• Originate deposit accounts including checking, savings, money market, and certificates of deposit
• Collaborate with your team to achieve sales, service and community goals
• Performs other job-related duties as assigned

Skills

Verbal communication

Written communication

Interpersonal skills

Detail oriented

Organizational skills

Problem-solving

Team player

Customer service

CRM system

Education

High School diploma

Financial institution experience

Customer service experience

Tools

CRM system

Job description

• Location 4545 Stone Way N,Seattle, WA, 98103,United States
• Base Pay $23.67 - $35.51 / Hour
• Employee Type FT Non-Exempt

Verity is hiring for a Full-TimeMember Consultant I at our WallingfordBranch. At Verity, we empower our members’ financial lives and create vibrant communities. Since 1933, Verity has been a local member-owned credit union. We are also the only financial institution in the Pacific Northwest that is a part of the Global Alliance for Banking on Values (GABV).

How you can make a difference

The Member Consultant I enhances our members’ lives by creating trusted relationships. The Member Consultant I handles all in-branch transactions and member service requests, opens secondary deposit accounts and non-real estate consumer loans, educates members on alternate ways to transact on their accounts, and cross-sells additional products and services that benefit members. This position will work on the teller line and at platform desks to ensure a seamless member experience.

We know it is more than just a job…

Verity has continued to maintain an open and positive work culture. We make sure people come first! Some ways we help employees live their best lives:

• Base Pay: This position has a salary range of $23.67 (minimum) to $35.51 (maximum), with a midpoint of $29.59. Starting pay is offered based upon an applicant’s experience and education relevant to the position.
• Commission / Incentive Pay: This position qualifies for monthly incentives.
• Paid Time Off: All Verity employees receive 11 paid holidays per year, as well as paid time off (PTO is combined vacation and sick leave.) PTO starts accruing immediately at a rate of 20 days per year.
• Benefits: Both full and part time employees (and their family) are eligible for medical, dental, vision, and basic life insurance, with a no cost option available for employee only coverage! Employees have the option to enroll in our 401k plan and receive an employer match up to 6%.
• Other Benefits: This position is eligible for annual cash bonuses up to 1% and a 1% profit-sharing bonus to 401k accounts based on company performance.
• Great Perks: Other Verity benefits include a wellness subsidy, a transportation reimbursement benefit and education reimbursement.

ESSENTIAL JOB FUNCTIONS

• Adhere to the Verity Experience Process in every member interaction
• Listen to the member and understand their goals. Identifying ways to cross sell Verity’s products and services
• Capture relevant information and input it into our CRM system
• Value our members’ time by accurately and efficiently processing transactions including wires, payments, and IRA distributions
• Resolve member issues; emotionally and operationally, while adhering to Verity’s policies and procedures
• Originate, process, and fund consumer loans including credit cards, lines of credit, and auto loans
• Originate deposit accounts including checking, savings, money market, and certificates of deposit
• Collaborate with your team to achieve sales, service and community goals
• Performs other job-related duties as assigned

QUALIFICATIONS AND REQUIREMENTS

Education and Experience

• Minimum of a High School diploma or equivalent
• Minimum of 2 year experience in a financial institution
• Minimum of 3 years of customer service experience

Knowledge, Skills, and Abilities

• Strong verbal, written, and interpersonal skills
• Detail oriented and good organizational and problem-solving skills
• Ability to perform minor mathematical calculations and collect and analyze data
• Ability to work independently and as a team member
• Ability to present a positive and professional image to all employees and members
• Ability to organize and prioritize to meet work deadlines
• Problem-solving skills

PHYSICAL CONSIDERATIONS

Verity Credit Union is committed to working with its employees to reasonably accommodate them with the physical aspects of the position. The following is a list of physical considerations that are normally encountered in this job:

• Effectively communicate with diverse staff, members, and vendors
• Sitting or standing for long periods of time
• Working on computers for a long period of time in an office environment
• Ability to travel within an assigned market
• Ability to lift and carry 50 pounds

Washington is an At-Will Employment State

Your employment is “at will”, meaning you are free to resign at any time, for any reason, with or without notice. Verity Credit Union is also free to conclude the employment relationship with you at any time, for any reason, with or without notice.

No statement or promise by a credit union representative or board member may be interpreted as a change in the “at will” policy, nor would it constitute an employment or other contractual agreement.