Service 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

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Service Consultant

Full Time Clerical Lynden, WA, US

3 days ago Requisition ID: 2573

Salary Range: $21.00 To $28.02 Hourly

WECU is seeking a Service Consultant to join our Lynden branch located in Lynden, WA. This individual will strive to make a meaningful difference in member’s lives as defined by WECU’s mission and vision. This position is responsible for processing a wide variety of member transactions, while consistently referring members for other financial services.

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. Prioritize "Selling through Service" to drive product adoption and long-term relationships.
• 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.

Operational Activities

• 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.

Security and Regulatory Duties

• Understand and comply with branch security procedures at all times.
• Employ sound judgment, maintaining knowledge of and adhering to all accuracy standards described in internal and external policies and procedures.
• Follow WECU’s policies and all applicable laws and regulations.

QUALIFICATIONS

• High school diploma or general education degree (GED) required. Related experience in a similar role at 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.

NOTE: Job descriptions are not intended and should not be construed to be exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job.

COMPENSATION

The salary range for this position is from $21.00to$28.02 per hour.

WECU provides a comprehensive benefits package thatincludes robust medical, dental, and vision benefits with low employeepremiums, 401(k) retirement plan with an 8% annual contribution from WECU,bonus plan, two or more weeks of vacation, up to 11 paid holidays, paid lifeand disability insurance, annual wellness benefit, loan discounts, professionaldevelopment, and much more.

ABOUT WECU

WECU is a not-for-profit financial cooperative where members are encouraged to save and borrow responsibly at fair and competitive rates. Headquartered in Bellingham, WA, WECU has over 160,000 members and over $3.0 billion dollars in assets.
It isWECU's mission to make a meaningful difference in the lives of our members. We strive to treat both members and staff with honesty and integrity and to be a socially responsible part of our community. WECU also endeavors to be an employer of choice.
WECU is an Equal Opportunity Employer that is committed to diversity and inclusion in the workplace. We make employment decisions based on merit and qualifications and seek to have the best qualified person in every job. WECU policy prohibits discrimination based on race, color, religion, creed, sex, gender, sexual orientation, gender identity, marital status, age, national origin, or ancestry, physical or mental disability, veteran status, genetic characteristics or information, or any other consideration made unlawful by federal, state, or local laws.

WECU participates in the federal E-Verify program to confirm the identity and employment authorization of all new hires.