Member Consultant II (West Seattle Branch)

Kids for the Future; Seattle (WA); On-site; USD 55,373 - 83,034; Full time

Benefits offered by this job

Monthly and quarterly bonuses

11 paid holidays + PTO

Medical, dental, vision insurance

401k with employer match

Annual cash bonuses up to 1%

Profit-sharing bonus to 401k

Wellness subsidy

Transportation reimbursement

Education reimbursement

Job summary

Verity Credit Union in West Seattle is hiring a Member Consultant II to enhance member financial lives through engagement, onboarding, and cross-selling. You will handle member interactions, loan and account origination, and in-branch transactions to ensure a seamless experience.

Offers include a base pay range of $26.61–$39.92 per hour, monthly/quarterly bonuses, comprehensive benefits, and 401(k) with employer match.

Qualifications

• High School diploma or equivalent required.
• At least 2 years of experience in a financial institution.
• At least 3 years of customer service experience.

Responsibilities

• Originate, process, and onboard new members.
• Originate, process and fund consumer, mortgage, and business loans.
• Capture member information into the CRM system.

Skills

Customer service experience

Financial industry experience

Communication

Problem solving

Cross-selling

Team collaboration

Education

High School diploma or equivalent

Tools

CRM systems

Job description

• Base Pay $26.61 - $39.92 / Hour
• Employee Type FT Non-Exempt

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.