Member Services & Solutions Consultant

WECU; Lynden (WA); On-site; USD 60,174,000 - 80,289,000; Full time

Benefits offered by this job

401(k) retirement plan

Comprehensive benefits

Paid holidays

Job summary

WECU in Lynden, WA is seeking a Service Consultant to join our Lynden branch. The role focuses on processing a wide variety of member transactions while consulting customers on financial solutions to meet their goals.

The position emphasizes selling through service, meeting sales targets, and building long-term relationships with members through proactive engagement and knowledge of WECU products and services.

Qualifications

• High school diploma or GED required; related experience in 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

Sales experience

Bilingual Spanish

Education

High school diploma or GED

Job description

WECU in Lynden, WA is seeking a Service Consultant to join our Lynden branch. The role focuses on processing a wide variety of member transactions while consulting customers on financial solutions to meet their goals.

The position emphasizes selling through service, meeting sales targets, and building long-term relationships with members through proactive engagement and knowledge of WECU products and services.