Senior Member Experience Architect

Seattle Credit Union

Seattle (WA)

On-site

USD 70,000 - 100,000

Full time

9 days ago
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Benefits offered by this job

Low-cost medical contributions
401k with employer match
Generous paid time off

Job summary

Seattle Credit Union is seeking a Senior Member Consultant in Downtown Seattle to enhance member experience and deliver financial guidance across a full range of credit union products. You will lead customer interactions, mentor colleagues, and collaborate with branches to implement solutions.

The role emphasizes strategic thinking, attention to detail, and a commitment to credit union goals, while engaging with the community and driving service excellence.

Qualifications

  • Two 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).

Responsibilities

  • Must be proficient in all Member Representative and Member Consultant duties; 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 IRAs, business types, trusts, estates and applicable special account types.
  • Advanced technical knowledge and understanding of all engagement channels to support member inquiries.
  • 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 input and critical thinking/analysis to mitigate 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.

Skills

Retail banking
Credit union experience
Customer service
Regulatory knowledge
Communication skills
Problem solving
Team leadership
Microsoft Office

Education

Two years of college or equivalent
Bachelor’s degree in Business or related field

Tools

Microsoft Office

Job description

Seattle Credit Union is seeking a Senior Member Consultant in Downtown Seattle to enhance member experience and deliver financial guidance across a full range of credit union products. You will lead customer interactions, mentor colleagues, and collaborate with branches to implement solutions.

The role emphasizes strategic thinking, attention to detail, and a commitment to credit union goals, while engaging with the community and driving service excellence.

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