Member Experience Advisor & Team Mentor

seattle-credit-union-careers; Tacoma (WA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Low-cost medical contributions

No-cost dental and vision

Generous PTO

401(k) with employer match up to 5%

Job summary

Seattle Credit Union is hiring a Member Consultant to improve member experiences and drive financial wellness. You’ll advise on products, lead sales efforts, and mentor teammates to achieve branch goals.

The role emphasizes relationship-building, community involvement, and delivering high-quality service while upholding SCU values. Strong communication and regulatory knowledge are essential. In-branch position serving Greater Seattle area.

Qualifications

• Two years of college or equivalent training/experience.
• One+ year of experience in retail banking or credit union.
• Ability to work at any assigned credit union branch location.
• Proven track record with financial sales products.
• Knowledge of state and federal regulations such as Reg. B, Reg. E, Reg. D, Reg. CC, Reg. Z, and BSA.
• Exceptional interpersonal and communication skills with the ability to inspire others.
• Progressive thinker with problem-solving and decision-making abilities.
• Strong interpersonal skills and ability to build rapport with members.
• Proficiency with Microsoft Office applications (Outlook, Word, Excel, PowerPoint, Visio).

Responsibilities

• Must be proficient in all Member Representative functions and back up Teller as needed.
• Support customers by advising on financial products and services.
• Promote loans, deposits, CDs, and estate planning to members.
• Resolve member issues and provide guidance as needed.
• Mentor less seasoned teammates to boost performance.
• Balance day-to-day duties with assigned projects.
• Build relationships with members and community partners.
• Support community education events and public speaking on financial literacy.
• Meet deadlines and deliver high-quality work.
• Adhere to SCU values and maintain regular attendance.

Skills

Interpersonal skills

Sales experience

Financial services knowledge

Microsoft Office

Education

Two years of college or equivalent training/experience

Bachelor’s degree or higher in business or related field

Tools

Microsoft Office

Job description

Seattle Credit Union is hiring a Member Consultant to improve member experiences and drive financial wellness. You’ll advise on products, lead sales efforts, and mentor teammates to achieve branch goals.

The role emphasizes relationship-building, community involvement, and delivering high-quality service while upholding SCU values. Strong communication and regulatory knowledge are essential. In-branch position serving Greater Seattle area.