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STCU · 1 day ago

Member Consultant (Part Time)

Spokane, WA

Part-time

Onsite

Entry, Mid Level

$21.64/hr - $30.30/hr

2+ years exp

STCU is a top-performing credit union recognized as one of Fortune Magazine’s Great Places to Work. The Member Consultant role focuses on creating exceptional in-person experiences for members, expanding relationships, and delivering high-quality service in retail locations.

CommunitiesNon ProfitWealth Management

Growth Opportunities

Responsibilities

Protect the integrity and confidentiality of our membership by identifying members/account ownership to ensure proper access is upheld. Perform transactional duties to serve members with high accuracy in accordance with credit union policies and procedures as well as adhering to STCU’s balancing standards and proper dual control

Originate and expand member relationships by conducting an in-depth and personalized review of the members financial position. This is achieved by interviewing and finding opportunities to recommend product and services that meet the members financial goals

Exceed service expectations by creating unparalleled member experiences and excellence with every interaction; taking ownership of issues and challenges, increasing member loyalty, and delivering on our Here for Good brand promise

Demonstrate competency and an in-depth knowledge of all consumer, fiduciary deposit products, services and systems and accounts types including checking, savings, CD's and IRA's and lending products to open and conduct required account maintenance

Meet or exceed monthly branch goals including the promotion of ancillary products and submitting partner referrals by showcasing the added benefits and impact to the member

Build and maintain trust by confidently answering member questions and finding appropriate resolutions for a variety of complex or technical issues

Engage in genuine and inquisitive conversation to identify best match products and services that fulfill unstated needs and deepen the member relationship

Embody the principles of Everyday Personal Leadership in order to develop and maintain strong and productive working relationships at all levels of the organization

Position may also process cash transactions based on the needs of the location

Qualification

Financial services experienceCustomer service skillsProficient in MS OfficeSales experienceInterpersonal skillsProblem-solving skillsTeam collaboration

Required

High school diploma or equivalent required

Minimum two years' experience as a Teller, new accounts or service representative in a financial institution required

Equivalent experience in a sales/service position in a retail establishment may be considered

Demonstrated proficiency at STCU in a similar role may also be considered

Proficient knowledge of MS Office programs including Outlook, Word, Excel and Teams

Must be able to regularly talk, hear and operate a computer, keyboard and mouse and occasionally lift, pull/push and carry up to 10 pounds with accommodations

Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting

Exposure to high-stress, fast-paced, deadline-oriented environment

May be asked to travel to other STCU locations