Member Consultant II (Auburn Branch)

Verity Credit Union; Auburn (WA); On-site; USD 36,657 - 54,993; Full time

Benefits offered by this job

Wellness subsidy

Transportation reimbursement

Education reimbursement

401(k) employer match

Paid holidays

Job summary

Verity Credit Union is hiring a Member Consultant II at our Auburn Branch to empower members’ financial lives and build trusted relationships. You will engage with members across loan and account origination, onboarding new members, and cross-selling products to help our members achieve their financial goals.

We support a strong team culture with competitive pay and benefits, including a base pay range of $26.61 to $39.92 per hour, bonuses, PTO, holidays, and a 401(k) match up to 6%.

Qualifications

• Minimum of a high school diploma or equivalent.
• Minimum of 2 years experience in a financial institution.
• Minimum of 3 years of customer service experience.
• Strong communication and cross-selling abilities.

Responsibilities

• Originate, process, and onboard new members.
• Originate, process and fund consumer, mortgage, and business loans.
• Capture member information into our CRM system.
• Assist with branch operations, audits, and opening/closing procedures.
• Collaborate with branch team to achieve individual and team goals.

Skills

Communication

Analytical Thinking

Problem Solving

Social Intelligence

Initiative

Collaborative

Member-focused

Detail-oriented

Technical skills

Integrity

Self-Management

Advanced Sales

Education

High school diploma or equivalent

Job description

Brief Description

Verity is hiring for a Member Consultant II at our Auburn Branch. At Verity, we empower our member’s 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 II is responsible for enhancing our members’ lives by creating trusted relationships. This position will bring our experience standards to life in every interaction by making it easy to do business, finding ways to say “yes”, and valuing our members’ time. The Member Consultant II is primarily responsible for all member engagement including loan and account origination, new member onboarding, and cross‑selling additional products and services to empower our members’ financial lives. This position will also assist with in‑branch transactions and member service requests to ensure a seamless member experience. This individual will be agile and service focused, thrive in a dynamic team environment, and possess exceptional ability with interactive communication, decision making and problem solving.

We Know it is More Than 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 include:

• Base Pay: Salary range of $26.61 (minimum) to $39.92 (maximum), midpoint $33.27.
• Commission / Incentive Pay: Eligible for monthly and quarterly bonuses.
• 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 families) are eligible for medical, dental, vision, and basic life insurance, with a no‑cost option available for employee‑only coverage. Employees may enroll in our 401(k) plan and receive an employer match up to 6%.
• Other Benefits: Eligible for annual cash bonuses up to 1% and a 1% profit‑sharing bonus to 401(k) accounts based on company performance.
• Great Perks: Wellness subsidy, transportation reimbursement benefit, and education reimbursement.

Essential Job Functions

• Adhere to the Verity Experience Process in every member interaction.
• Listen to the member to understand their goals and help them build a plan to take action.
• Originate, process, and onboard new members.
• Originate, process and fund consumer, mortgage, and business loans.
• Capture relevant member information and input it into our CRM system.
• Protect our members’ confidence by adhering to security and compliance procedures.
• Value our members’ time by accurately and efficiently processing transactions including wires, payments, and IRA distributions.
• Assist with branch operations, audits, and opening/closing procedures.
• Collaborate with branch team to achieve individual and team goals.
• Perform other job‑related duties as assigned.

Qualifications And Requirements

Education and Experience

• Minimum of a high school diploma or equivalent.
• Minimum of 2 years experience in a financial institution.
• Minimum of 3 years of customer service experience.

Knowledge, Skills and Abilities

• Communication: Deliver clear verbal and written communication, break down complex ideas, actively listen, and paraphrase effectively.
• Analytical Thinking: Carefully review and analyze situations, data, and documents to identify opportunities and potential risks.
• Problem Solving: Anticipate, identify, and define problems, seek root causes, and implement practical solutions.
• Social Intelligence: Demonstrates empathy, emotional intelligence, and self‑awareness in interactions, with advanced cross‑selling and relationship‑building abilities.
• Initiative: Actively seeks opportunities to contribute, works independently with purpose and ownership.
• Collaborative: Collapses with teammates, offers assistance for mutual improvement with the pursuit of common missions, vision, values, and mutual goals.
• Member‑focused: Committed to providing an excellent member experience, anticipates and understands member needs to provide sound recommendations.
• Detail‑oriented: Accurately follows procedures, identifies improvements.
• Technical skills: Possesses an in‑depth understanding of systems for transactions, research, and issue resolution, with the ability to assist members and peers.
• Integrity: Prioritizes honesty, respects member confidentiality, and inspires trust.
• Self‑Management: Accountable for time and task organization, stress management, and positive relationship maintenance.
• Advanced Sales and Cross‑Selling: Ability to anticipate needs and identify opportunities to share the benefits of our products and refer members to additional products based on those needs.

Physical Considerations

• Effectively communicate with diverse staff, members, and vendors.
• Ability to travel within an assigned market.
• Ability to lift and carry 50 pounds.

Working Conditions

• Sitting or standing for long periods of time.
• Working on computers for a long period of time in an office environment.

At‑Will Employment

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.