Member Services & Financial Solutions Specialist

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

Benefits offered by this job

Benefits package

401(k) plan

Paid time off

Paid holidays

Life and disability insurance

Wellness benefits

Job summary

WECU in Everson, WA invites applications for a Service Consultant (Teller) to join our branch. You will handle a broad range of member transactions, offer thoughtful product solutions, and help members meet their financial goals with care.

The role emphasizes selling through service, achieving sales targets, and building trust through timely, knowledgeable service. We value core WECU principles, teamwork, and ongoing product knowledge to enhance member 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.
• Bi-lingual Spanish a plus.
• Relevant training and/or lending experience in a credit union, bank, or other financial institution preferred.

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.
• Process a wide variety of financial transactions including but not limited to deposits, withdrawals, transfers, loan payments and wire transfers.
• Able to handle cash transactions quickly and accurately.
• Process Safe Deposit Box entries.
• Manage attendance and schedule availability to support branch needs.
• Perform other member service functions as needed and assist others to complete tasks and work assignments.
• Perform other duties as assigned.

Skills

Customer service

Sales experience

Bi-lingual Spanish

Education

High School Diploma or GED

Job description

WECU in Everson, WA invites applications for a Service Consultant (Teller) to join our branch. You will handle a broad range of member transactions, offer thoughtful product solutions, and help members meet their financial goals with care.

The role emphasizes selling through service, achieving sales targets, and building trust through timely, knowledgeable service. We value core WECU principles, teamwork, and ongoing product knowledge to enhance member loyalty.