Seattle Credit Union · 3 weeks ago
Member Consultant, Burien
Burien, WA
Full-time
Onsite
Entry Level
1+ years expSeattle Credit Union is dedicated to helping members achieve financial prosperity through education and banking services. The Member Consultant role focuses on enhancing the member experience by providing financial advice, promoting products, and mentoring junior staff.
BankingFinanceFinancial Services
Responsibilities
Must be proficient in all Member Representative job functions, duties and responsibilities; will regularly back up Teller role as needed
Knowledgeable of all credit union products, services, policies, procedures and channels, including digital banking
Must be technologically proficient to effectively support member inquiries received from any engagement channel, including in-person or via phone call, text, chat or email
Serve as a consultant to members regarding financial wellness by actively listening and identifying appropriate products, knowledge, and solutions
Lead by example in promoting and selling credit union products and services, including loans, deposits, CD’s, and estate planning
Participates in resolving member issues and concerns
Act as an informal mentor and coach for less seasoned teammates to support high performance and professional development
Demonstrates the ability to carry out and occasionally lead projects assigned to them while balancing day-to-day tasks and responsibilities
Develop and maintain strong relationships with key members and community partners
Efficiently produce quality work with varying levels of difficulty and turnaround times
Establishes and maintains collaborative relationships with all levels of teammates across the organization
Consistently meets deadlines and project deliverables
Support community education events, including public speaking and presentations related to financial literacy
Proactively asks for feedback and coaching; uses input to grow and improve
Demonstrates a commitment to SCU Values
Maintains regular and punctual attendance
Other duties as assigned
Qualification
Required
Two (2) years of college or equivalent training/experience
One (1)+ year of experience in retail banking or credit union
This position requires the ability to work at any assigned credit union branch location
Proven track record with financial sales products
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
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
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
Benefits
Low-cost medical contributions
Zero contributions for dental and vision plans
Generous paid time off program
401k plan with a dollar-for-dollar employer match up to 5%
Company
Seattle Credit Union
Seattle Credit Union is a not-for-profit financial cooperative for employees and family members living in the state of Washington.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jackie Martinez-Vasquez
Chief Impact Officer
K
Kelly Earnest
Chief People Officer
Recent News
2025-05-08
The Business Journals
2024-06-04
2024-06-04
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