Member Consultant

About the role

STCU is consistently rated one of the top-performing credit unions in the nation, and has been named one of Fortune Magazine’s Great Places to Work. We look for employees who have a strong desire to serve others, are lifelong learners, are committed to working hard, have a fun-loving attitude, and who want to make a difference in our members’ lives. We love people who share our core values: Joyfulness, generosity, belonging, goodness, and striving. We believe in being a force for good in the community, while helping members achieve their financial goals and dreams.

Benefits

• Paid time off—plus 11 paid holidays
• Medical, dental, vision and life insurance
• Training and career development
• Success sharing plan
• 401(k) matching contributions
• Tuition reimbursement

Pay

Salary range: $21.64 - $30.30 per hour (Target salary range: $21.64-$24.00 per hour)

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 member’s financial position, interviewing and finding opportunities to recommend products and services that meet the member’s 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 account types including checking, savings, CDs and IRAs 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.
• May also process cash transactions based on the needs of the location.

Qualifications

• Education: High school diploma or equivalent required.
• Job Experience: 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.
• Software Skills: Proficient knowledge of MS Office programs including Outlook, Word, Excel and Teams.
• Physical Demands: 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.
• Work Conditions: 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.
• Travel Demands: May be asked to travel to other STCU locations.
• Other: Perform additional duties as assigned for the efficient operation of the department and the organization. This includes the possibility of being assigned temporarily to other locations.