Jobs · Customer Service · Washington

Member Consultant

STCU · Spokane Valley, WA · 1 mo ago
On-siteCustomer Service$21.64–$30.3/hrFull-time
We need to output HTML fragment with sections: About the role? Actually the posting includes description about STCU culture, benefits, salary range, job description, core job requirements/outcomes, other essential functions, qualifications, etc. We must use

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections have real content. - About the role: Could be the introductory paragraph about STCU culture? Or the job description overview? The instruction: "Do NOT repeat the job title as a heading (the page already shows it)". So we can have "About the role" heading with a paragraph summarizing the role (the job description overview). That seems appropriate. - Responsibilities: Could be core job requirements/outcomes and other essential functions combined? We can list bullet points. - Requirements: Could be qualifications (education, experience, software skills, physical demands, work conditions, travel demands, other). Might be better to separate Qualifications and Skills? But we can follow headings: Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include only sections with real content. Pay: we have salary range: $21.64 - $30.30 per hour. So we can have Pay section with that. Schedule: Not mentioned explicitly. No schedule info. So we should NOT include Schedule. Benefits: we have list of benefits. So Benefits section. Skills: maybe software skills (MS Office). Could be under Skills. Qualifications: education, experience, etc. Requirements: maybe core job requirements/outcomes? But we already have Responsibilities. Could treat core job requirements/outcomes as Responsibilities. And other essential functions also responsibilities. Thus sections: About the role, Responsibilities, Qualifications, Skills, Benefits, Pay. We must not include empty sections. Now we need to preserve all substantive information, not invent or summarize away detail. Must not omit details. So we need to include all bullet points from benefits, all qualifications details, etc. We must not include boilerplate like EEO, legal, etc. The posting didn't have that. We must not include duplicated lines. We must not include application instructions like "Ready to apply? Click on I'm interested!" - that's application instruction, should be removed. We must not include navigation/cookie etc. Now craft HTML. We'll start with

About the role

then

containing the overview: STCU description and job description overview? The overview includes: "STCU is consistently rated...". That's about company culture. Then "Job Description The Member Consultant creates unparalleled...". We'll combine into a paragraph. But we must preserve all substantive information; we can't omit any detail. So we need to include the company culture paragraph and the job description overview exactly as given (maybe rephrase? No, we must preserve, not invent or summarize away detail. We can keep the sentences as is, but we can format as

. We should not omit any sentences. Thus About the role paragraph will contain: "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. STCU offers excellent 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 An overview of the benefits can be found here or here: https://stcu.org/here-for-good/about-stcu/careers/benefits Salary range: $21.64 - $30.30 per hour Job Description The Member Consultant creates unparalleled in-person experiences for existing and prospective consumer members that interface with STCU through our retail locations. By conducting interactive and collaborative interviews at new member origination, subsequent account maintenance and transactional requests, the Member Consultant will identify opportunities to expand existing relationships while positioning STCU as a first-choice market leader and the primary financial institution for the members they serve." But note that benefits and salary range are also separate sections; we might duplicate if we include them in About the role. The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. If we move benefits and salary to their own sections, we must still keep them somewhere. We could keep them in About the role but then also have Benefits and Pay sections; that would duplicate. Duplication is not prohibited explicitly, but we should avoid duplicated lines. The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So we should avoid duplicated lines. So we should not repeat the same benefit list or salary range in multiple places. So we need to decide where to place each piece. Better: About the role: include the company culture paragraph and the job description overview (excluding benefits and salary). Then Benefits section: list benefits. Pay section: salary range. Thus we need to split the original paragraph. Original text after "STCU offers excellent benefits:" includes bullet list and link, then "Salary range: $21.64 - $30.30 per hour". Then "Job Description The Member Consultant creates..." Thus we will extract: Company culture paragraph: "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." Job Description overview: "The Member Consultant creates unparalleled in-person experiences for existing and prospective consumer members that interface with STCU through our retail locations. By conducting interactive and collaborative interviews at new member origination, subsequent account maintenance and transactional requests, the Member Consultant will identify opportunities to expand existing relationships while positioning STCU as a first-choice market leader and the primary financial institution for the members they serve." We'll keep that as About the role paragraph (maybe two paragraphs). Could be one

with both sentences. Now Responsibilities: core job requirements/outcomes and other essential functions. We need to list bullet points for each duty. Let's extract core job requirements/outcomes bullet points (they are sentences separated by periods). We'll convert each to

  • . Core Job Requirements/Outcomes: - 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. Other Essential Functions (list): - 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. - 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. We'll combine all into Responsibilities
      . Now Qualifications: Education, Job Experience, Software Skills, Physical Demands, Work Conditions, Travel Demands, Other. We can put each as
    • under Qualifications? Or separate sections: Qualifications, Skills. The instruction allows Qualifications and Skills headings. We'll put education, experience, etc under Qualifications. Software Skills under Skills. Thus 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. - 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. Note: The "Other" duplicates some of Responsibilities? Actually it's similar to "Perform additional duties as assigned..." which we already have in Responsibilities. That's duplication. We should avoid duplicated lines. Since we already have that bullet in Responsibilities, we should not repeat it in Qualifications. So we will omit the "Other" bullet from Qualifications to avoid duplication. Thus Qualifications list will have Education, Job Experience, Physical Demands, Work Conditions, Travel Demands. Now Skills: Software Skills: Proficient knowledge of MS Office programs including Outlook, Word, Excel and Teams. We'll put as
        • Proficient knowledge of MS Office programs including Outlook, Word, Excel and Teams.
        Now Benefits: list as given. Benefits bullet list: - 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 - An overview of the benefits can be found here or here: https://stcu.org/here-for-good/about-stcu/careers/benefits We should keep the link as part of benefits? It's a sentence. We'll include as
      • An overview of the benefits can be found here or here: https://stcu.org/here-for-good/about-stcu/careers/benefits
      • Now Pay: Salary range: $21.64 - $30.30 per hour. We'll put

        Salary range: $21.64 - $30.30 per hour

        under

        Pay

        . Now we must not include Schedule. Now ensure we haven't missed any substantive info: The company culture paragraph, job description overview, responsibilities (core requirements/outcomes + other essential functions), qualifications (education, experience, physical demands, work conditions, travel demands), skills (software), benefits, pay. Check if any other info: "An overview of the benefits can be found here or here:" we included. Check if any other lines: "STCU offers excellent benefits:" we used as intro to benefits list
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