Member-Driven Banking Consultant | Teller

WECU; Bellingham (WA); On-site; USD 29,000 - 39,000; Full time

Job summary

WECU is seeking a full-time Service Consultant (Teller) for the Fountain branch in Bellingham, WA. The role involves processing a wide variety of member transactions and actively referring members to additional financial services as appropriate.

Responsibilities include assessing needs, meeting sales goals, building trust, maintaining product knowledge, and upholding core values while delivering exceptional service to ensure member satisfaction and loyalty.

Qualifications

• High school diploma or GED required. Related experience in a similar role at a financial institution preferred or 1 year customer facing sales experience.
• Relevant training and/or lending experience in a credit union, bank, or other financial institution preferred.
• Bi-lingual Spanish a plus.

Responsibilities

• Assess member needs: Engage in meaningful conversations to understand member goals and recommend tailored product solutions to meet their needs.
• Achieve sales targets: Through adherence to WECU’s sales strategy, consistently meet individual and team sales goals and track referral activity.
• Build trust and engagement: Follow up with members to ensure satisfaction, address any additional needs, and maintain ongoing communication to position WECU as their first choice for future financial products and services.
• Maintain product knowledge: Continuously enhance expertise in all WECU products and services and actively assist members in obtaining and using them.
• Demonstrate core values: Show unwavering dedication to WECU’s Core Values and Organizational Behaviors including ‘Show Up to Serve’ by bringing enthusiasm to the role and treating each person professionally, with warmth, courtesy, timeliness and respect.
• Provide exceptional service: To achieve NPS member loyalty goals, offer personalized advice, clear explanations and accurate service, ensuring members understand the value of WECU and how our products and services fit into their financial plans.
• Resolve member concerns: Address issues with action and effectiveness, ensuring a positive experience and a continued trusted relationship.

Skills

Customer service

Cash handling

Sales experience

Education

High school diploma or GED

Related experience in financial institution

Job description

WECU is seeking a full-time Service Consultant (Teller) for the Fountain branch in Bellingham, WA. The role involves processing a wide variety of member transactions and actively referring members to additional financial services as appropriate.

Responsibilities include assessing needs, meeting sales goals, building trust, maintaining product knowledge, and upholding core values while delivering exceptional service to ensure member satisfaction and loyalty.