Senior Member Consultant - Downtown Seattle

seattle-credit-union-careers; Seattle (WA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401k matching

Paid time off

Volunteer time off

Medical benefits

Job summary

Seattle Credit Union in the Greater Seattle area seeks a Senior Member Consultant to enhance the member experience. You will be a strategic thinker with a bias toward action and a track record of driving improvements.

You will apply knowledge of credit union products, services, IRAs, and digital channels to educate members, lead projects, mentor others, and build relationships across branches and the community.

Qualifications

• Two years of college or equivalent training/experience.
• Two+ years of banking/credit union experience.
• Proven track record with financial sales products.
• Excellent written, verbal, and interpersonal communication skills.
• Knowledge of Reg B, Reg E, Reg D, Reg CC, Reg Z, and BSA.

Responsibilities

• Back up all Member Representative and Member Consultant duties as needed.
• Understand credit union products/services/policies and digital channels.
• Handle inquiries across in-person, phone, text, chat, or email.
• Guide members toward financial products and solutions.
• Mentor colleagues and promote collaboration across branches.

Skills

Retail banking

Customer service

Communication skills

Problem solving

Teamwork

Education

Two years of college

Bachelor’s degree

Tools

Microsoft Office

Job description

Why Join Us?

Seattle Credit Union is proud to be an employer committed to the growth and prosperity of its employees, members, and the community. We work in a culture where voices are amplified to drive meaningful change and generate non-stop impact. We offer a comprehensive total rewards package, such as employee-paid medical benefits, 401k matching, and generous time off, such as for volunteering and even to celebrate your birthday! We provide opportunities for employees to learn and grow while fostering an inclusive work culture, and we have a tremendously diverse workforce that drives our ability to innovate and maintain excellence.

Seattle Credit Union is dedicated to helping our members achieve financial prosperity by providing education and banking services that meet their personal goals. We are Inclusive, Inventive and Invested. We are Seattle Credit Union - we build strong and trusting relationships in service of our Mission. Seattle Credit Union is proud to be intentional in recruiting, hiring, and promoting a workplace that is inclusive.

JOB TITLE: Senior Member Consultant

Department: Member Experience

FLSA Status: Non-Exempt

Seattle Credit Union is proud to be intentional in recruiting, hiring, and promoting a workplace that is inclusive. We are an Equal Opportunity/Affirmative Action Employer that celebrates our collective differences and encourages all to apply, including those with different backgrounds, disability, ages, ethnicities, races, religions, gender identities, sexual orientations, national origins, or veteran status’ protected by applicable federal, state, or local law.

ABOUT THE ROLE:

We are looking for a Senior Member Consultant who is driven to make a positive impact on the member experience. You are a strategic thinker with a bias towards action. You have a relentless pursuit of excellence while bringing others along. You do not settle for mediocrity and are comfortable with challenging the status quo. If you’re always looking for more efficient and innovative ways of working, are thoughtful, intentional, and collaborative, we would love to talk to you!

The Senior Member Consultant will demonstrate exceptional attention to detail and is dedicated to achieving credit union goals and objectives. Comprehensive knowledge of all Credit Union products and services is required, along with a demonstrated commitment to providing beneficial solutions to members. Experience leading projects and/or people while adapting to everyday situations and providing recommendations or solutions to resolve known and perceived problems or issues. This is an exciting opportunity to bring forth new ideas and see those ideas come to life!

WHAT YOU WILL DO:

• Must be proficient in all Member Representative and Member Consultant job functions, duties and responsibilities; will regularly back up these responsibilities as needed.
• Comprehensive knowledge and understanding of all credit union products, services, policies, procedures and channels, including digital banking.
• Comprehensive knowledge and understanding of Individual Retirement Accounts (IRAs), business types, trusts, estates and applicable special account types.
• Advanced technical knowledge and understanding of all engagement channels to effectively support member inquiries received either in-person or via phone call, text, chat or email.
• Interviews members regarding their financial wellness and identifies beneficial products, services, and solutions for their needs.
• Provides financial guidance aimed at educating members on tactics to achieve their financial goals.
• Acts as a resource and mentor to others throughout the credit union while promoting cooperation, collaboration and interdependence amongst branches and departments.
• Independently manages new/complex situations and delivers valuable solutions.
• Demonstrates decisiveness, integrity, flexibility, and critical thinking that advances team, department, and organizational success.
• Regularly provides valuable input and critical thinking/analysis to mitigate potential risks.
• Aligns with key stakeholders prior to implementation of work.
• Identify and pursue new business opportunities within the community.
• Participates in or leads group team building strategies.
• Builds relationships and networks, internally and externally.
• Represents the credit union at community events and networking functions.
• Obtains NMLS and applicable certifications or licenses, if applicable.
• Demonstrates a commitment to SCU Values.
• Maintains regular and punctual attendance.
• Other duties as assigned.

WHAT YOU WILL BRING:

Basic Qualifications:

• Two (2) years of college or equivalent training/experience.
• Two (2)+ years of experience in retail banking or credit union.
• Proven track record with financial sales products.
• Demonstrates excellent written, verbal, and interpersonal communication skills.
• 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.
• This position requires the ability to work at any assigned credit union branch location.
• 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).

Preferred Qualifications:

• Bachelor’s degree, or higher, in business or related field.
• Fluent in Spanish.
• Proficiency in leading or coaching fellow employees.
• Formally trained in equity and inclusion, or equivalent experience.
• Additional financial institution experience.

Working Conditions:

• This is an in-branch role in the Greater Seattle area of Washington State. We serve members all days of the week except Sunday and limited hours on Saturday.
• Team members may attend special off-hour meetings and seminars.
• The nature of work may include prolonged periods sitting at a desk and working on a computer.

Benefits:

Seattle Credit Union supports and invests in our employees. We offer many great benefits, including low-cost medical contributions and zero contributions for dental and vision plans. Additionally, SCU offers a generous paid time off program and a 401k plan with a dollar-for-dollar employer match up to 5%.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skills and/or abilities required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.