Member Experience & Sales Advisor

Jobless

Tukwila (WA)

On-site

USD 42,000 - 64,000

Full time

14 days+

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Benefits offered by this job

401(k) match
Medical benefits
Paid time off
Volunteer opportunities

Job summary

Seattle Credit Union is seeking a driven Member Consultant to enhance the member experience at our Greater Seattle branches. This in-branch role emphasizes customer service, product knowledge, and proactive sales support to help members achieve financial wellness.

You will back up teller duties as needed, mentor teammates, and build lasting relationships with members and community partners. We value inclusive, collaborative teams and offer a comprehensive benefits package and opportunities for

Qualifications

  • Two (2) years of college or equivalent training/experience.
  • One (1)+ year of experience in retail banking or credit union.
  • This position requires the ability to work at any assigned credit union branch location.
  • Proven track record with financial sales products.
  • Comprehensive knowledge of the state and federal regulations such as Reg. B, Reg. E, Reg. D, Reg. CC, Reg. Z, and the Bank Secrecy Act.
  • Exceptional interpersonal and communication skills with the ability to inspire and motivate others.
  • Progressive thinker with excellent problem-solving and decision-making abilities.
  • Strong interpersonal and communication skills with the ability to build rapport with members.
  • Excellent problem-solving and decision-making abilities.
  • Ability to work independently and as part of a team.
  • Ability to arrive on time for all scheduled shifts.
  • Ability to comprehend and apply credit union policy, procedure and protocols.
  • Proficiency with Microsoft Office applications (Outlook, Word, Excel, PowerPoint, Visio).

Responsibilities

  • Back up Teller role as needed.
  • Knowledgeable of all credit union products, services, policies, procedures and channels, including digital banking.
  • Proactively support member inquiries from in-person, phone, text, chat, or email channels.
  • Advise members on financial wellness and appropriate products, knowledge, and solutions.
  • Lead by example in promoting and selling credit union products and services, including loans, deposits, CDs, and estate planning.
  • Participate in resolving member issues and concerns.
  • Mentor and coach less experienced teammates to support high performance.
  • Carry out and occasionally lead projects while balancing day-to-day tasks.
  • Develop and maintain relations with key members and community partners.
  • Produce quality work with varying levels of difficulty and turnaround times.

Skills

Sales experience
Customer service
Interpersonal communication
Mentoring
Team collaboration
Problem-solving
MS Office

Education

Two years college
Bachelor’s degree preferred

Tools

Microsoft Office

Job description

Seattle Credit Union is seeking a driven Member Consultant to enhance the member experience at our Greater Seattle branches. This in-branch role emphasizes customer service, product knowledge, and proactive sales support to help members achieve financial wellness.

You will back up teller duties as needed, mentor teammates, and build lasting relationships with members and community partners. We value inclusive, collaborative teams and offer a comprehensive benefits package and opportunities for

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