Seattle Credit Union · 5 hours ago
Community Member Consultant - Yakima Valley
Seattle Credit Union is dedicated to helping members achieve financial prosperity through education and banking services. The Community Member Consultant will serve as a community-facing advisor and member-centric consultant, driving community engagement and delivering exceptional member service while supporting organizational goals.
BankingFinanceFinancial Services
Responsibilities
Build and maintain relationships with local organizations, schools, and nonprofits
Lead financial education workshops and community events
Support CDFI-related initiatives and impact tracking
Represent the organization at public forums and outreach activities
Participate in mobile branch deployments
Provide expert guidance on financial products and services
Assist members with account openings, loans, and digital banking
Meet service and sales goals while maintaining compliance
Supports the operations of the Mobile Branch facility, assists with equipment and software updates, maintenance, service, and repairs
Operates the Mobile Branch, including travel to designated locations and returning to Admin building each day
Deliver high-quality work on time and adapt to changing priorities
Demonstrate integrity, critical thinking, and flexibility in decision-making
Communicate effectively, both verbally and in writing, with internal and external audiences
Foster collaboration across teams and contribute to a positive, member-focused culture
Identify opportunities for process improvements and automation
Maintain punctual and reliable attendance
Qualification
Required
Minimum of 1–2 years in a financial services or community engagement role
Fluent in both English and Spanish is a requirement for this position
Comfortable working in mobile environments and adapting to changing locations
Strong interpersonal, presentation, and customer service skills
Local travel within Yakima Valley is required, including visits to community partners, schools, and event venues
Occasional travel to headquarters for training, team meetings, or cross-functional collaboration
Must have reliable transportation. If using your own vehicle, mileage reimbursement is provided per company policy
Interpersonal & Communication: Strong written/oral skills—comfortable presenting to groups or individuals
Customer-Centric Approach: Empathy, listening skills, problem-solving, and relationship-based service
Strategic Thinking: Initiative-taking, creative problem-solving, and ability to challenge status quo
Sales & Service Orientation: Proven ability to meet goals while prioritizing member well-being and ethical standards
Reliability & Teamwork: Dependable, collaborative, and able to support back-office operations when needed
Preferred
Bachelor's degree preferred, particularly in business, finance, social sciences, or related fields
Experience with CDFI or community-focused initiatives a strong plus
Skilled in Microsoft Office applications, financial planning tools, and CRM systems
Benefits
Zero contribution medical, dental, and vision plans for our employees
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.
Funding
Current Stage
Growth StageRecent News
2025-05-08
The Business Journals
2024-06-04
2024-06-04
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