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Jobs · Consulting · Washington

Member Consultant I (Auburn Branch)

Verity Credit Union · Auburn, WA · 1 mo ago
Consulting$23.67/hrFull-time

About the role

Verity is hiring for a Full-Time Member Consultant I at our Auburn Branch. At Verity, we empower our members’ financial lives and create vibrant communities. Since 1933, Verity has been a local member-owned credit union. We are also the only financial institution in the Pacific Northwest that is a part of the Global Alliance for Banking on Values (GABV). The Member Consultant I enhances our members’ lives by creating trusted relationships. The Member Consultant I handles all in-branch transactions and member service requests, opens secondary deposit accounts and non-real estate consumer loans, educates members on alternate ways to transact on their accounts, and cross-sells additional products and services that benefit members. This position will work on the teller line and at platform desks to ensure a seamless member experience.

Responsibilities

  • Adhere to the Verity Experience Process in every member interaction
  • Listen to the member and understand their goals. Identifying ways to cross sell Verity’s products and services
  • Capture relevant information and input it into our CRM system
  • Value our members’ time by accurately and efficiently processing transactions including wires, payments, and IRA distributions
  • Resolve member issues; emotionally and operationally, while adhering to Verity’s policies and procedures
  • Originate, process, and fund consumer loans including credit cards, lines of credit, and auto loans
  • Originate deposit accounts including checking, savings, money market, and certificates of deposit
  • Collaborate with your team to achieve sales, service and community goals
  • Performs other job-related duties as assigned

Requirements

Education and Experience

  • Minimum of a High School diploma or equivalent
  • Minimum of 2 year experience in a financial institution
  • Minimum of 3 years of customer service experience

Knowledge, Skills, and Abilities

  • Strong verbal, written, and interpersonal skills
  • Detail oriented and good organizational and problem-solving skills
  • Ability to perform minor mathematical calculations and collect and analyze data
  • Ability to work independently and as a team member
  • Ability to present a positive and professional image to all employees and members
  • Ability to organize and prioritize to meet work deadlines
  • Problem-solving skills

Physical Considerations

  • Effectively communicate with diverse staff, members, and vendors
  • Sitting or standing for long periods of time
  • Working on computers for a long period of time in an office environment
  • Ability to travel within an assigned market
  • Ability to lift and carry 50 pounds

Compensation

Base Pay: This position has a salary range of $23.67 (minimum) to $35.51 (maximum), with a midpoint of $29.59. Starting pay is offered based upon an applicant’s experience and education relevant to the position.

Commission / Incentive Pay: This position qualifies for monthly incentives.

Paid Time Off:

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