Member Experience & Relationship Consultant

STCU; Coeur d'Alene (ID); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Paid time off

11 paid holidays

Health, dental, vision and life ins.

Training and career development

Success sharing plan

401(k) matching contributions

Tuition reimbursement

Job summary

STCU is seeking a Member Consultant to deliver exceptional in-person experiences for existing and prospective members at our retail locations. You will conduct interviews during new member origination and ongoing account maintenance to identify opportunities to expand relationships and position STCU as the primary financial partner.

Core duties include protecting membership data, performing transactions accurately, and advising on products to meet financial goals.

Qualifications

• Education: High school diploma or equivalent required.
• Job Experience: Minimum two years' experience as a Teller, new accounts or service representative in a financial institution required.
• Software Skills: Proficient knowledge of MS Office programs including Outlook, Word, Excel and Teams.

Responsibilities

• Protect the integrity and confidentiality of membership by identifying members/account ownership to ensure proper access is upheld. Perform transactional duties to serve members with high accuracy in accordance with credit union policies and procedures as well as adhering to STCU’s balancing standards and proper dual control.
• Originate and expand member relationships by conducting an in-depth and personalized review of the members financial position. This is achieved by interviewing and finding opportunities to recommend product and services that meet the members financial goals.
• Exceed service expectations by creating unparalleled member experiences and excellence with every interaction; taking ownership of issues and challenges, increasing member loyalty, and delivering on our Here for Good brand promise.
• Demonstrate competency and an in-depth knowledge of all consumer, fiduciary deposit products, services and systems and accounts types including checking, savings, CD's and IRA's and lending products to open and conduct required account maintenance.
• Meet or exceed monthly branch goals including the promotion of ancillary products and submitting partner referrals by showcasing the added benefits and impact to the member
• Build and maintain trust by confidently answering member questions and finding appropriate resolutions for a variety of complex or technical issues
• Engage in genuine and inquisitive conversation to identify best match products and services that fulfill unstated needs and deepen the member relationship
• Embody the principles of Everyday Personal Leadership in order to develop and maintain strong and productive working relationships at all levels of the organization.
• Position may also process cash transactions based on the needs of the location.

Skills

MS Office

Education

High School Diploma or Equivalent

Tools

MS Office Suite

Job description

STCU is seeking a Member Consultant to deliver exceptional in-person experiences for existing and prospective members at our retail locations. You will conduct interviews during new member origination and ongoing account maintenance to identify opportunities to expand relationships and position STCU as the primary financial partner.

Core duties include protecting membership data, performing transactions accurately, and advising on products to meet financial goals.