Member Consultant II (West Seattle Branch)

Verity Credit Union; Seattle (WA); On-site; USD 37,000 - 55,000; Full time

Benefits offered by this job

Monthly bonus

Quarterly bonus

11 paid holidays

PTO (vacation & sick)

Medical insurance

Dental insurance

Vision insurance

Basic life insurance

401k with employer match up to 6%

Wellness subsidy

Transportation reimbursement

Education reimbursement

Job summary

Verity Credit Union seeks a Member Consultant II at our West Seattle Branch to build trusted relationships and deliver on the Verity Experience. You will originate and onboard new members, process loans, and cross-sell products while delivering friendly, efficient service in a dynamic team setting.

Ideal candidate has at least 2 years in financial services and 3 years of customer service, with strong communication and problem-solving skills.

Qualifications

• High School diploma or equivalent
• Minimum of 2 years 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 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
• Assists with the branch operations, audits, and opening/closing procedures
• Collaborates with branch team to achieve individual and team goals
• Perform other job-related duties as assigned

Skills

Communication

Analytical thinking

Problem solving

Social intelligence

Initiative

Teamwork

Customer focus

Attention to detail

Technical skills

Integrity

Time management

Education

High School diploma or equivalent

Job description

Brief Description

Verity is hiring for a Member Consultant II at our West Seattle 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 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 $26.61 (minimum) to $39.92 (maximum), with a midpoint of $33.27. Starting pay is offered based upon an applicant’s experience and education relevant to the position.
• 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 15 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 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
• Assists with the branch operations, audits, and opening/closing procedures
• Collaborates 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 year experience in a financial institution
• Minimum of 3 years of customer service experience

Knowledge, Skills And Abilities

• Communication Proficiently: delivers clear verbal and written communication, breaks down complex ideas, actively listens, and paraphrases effectively.
• Analytical Thinking: Carefully reviews and analyzes situations, data, and documents to identify opportunities and potential risks.
• Problem Solving: Anticipates, identifies, and defines problems, seeks root causes, and implements 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: Collaborates 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 anticipate needs and identify opportunities to share the benefits of our products and refer members to additional products based on those needs.

PHYSICAL CONSIDERATIONS

Verity is committed to reasonably accommodating the physical aspects of the position. The following are normally encountered in this job:

• Effectively communicate with diverse staff, members, and vendors
• Ability to travel within a 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

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.