Member Consultant

STCU · Newport, WA · Yesterday

On-siteCustomer Service$19.48–$27.26/hrFull-time

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, committed to working hard, have a fun-loving attitude, and 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

An overview of the benefits can be found here.

Pay

Salary range: $19.48 - $27.26 per hour
Target range: $19.48 - $22.00 per hour

About the role

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.

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, 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 through 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, including checking, savings, CDs, 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 to develop and maintain strong and productive working relationships at all levels of the organization.
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, including the possibility of being assigned temporarily to other locations.

Requirements

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.

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.
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 a high-stress, fast-paced, deadline-oriented environment.

Travel Demands

May be asked to travel to other STCU locations.