Member Consultant I (Wallingford Branch)

About the role

Verity is hiring for a Full-Time Member Consultant I at our Wallingford Branch. Since 1933, Verity has been a local member-owned credit union and the only financial institution in the Pacific Northwest that is part of the Global Alliance for Banking on Values (GABV). Verity maintains an open and positive work culture, putting people first. The Member Consultant I enhances members’ lives by creating trusted relationships, handling in‑branch transactions and service requests, opening secondary deposit accounts and non‑real estate consumer loans, educating members on alternate ways to transact, and cross‑selling additional products and services.

Responsibilities

• Adhere to the Verity Experience Process in every member interaction
• Listen to the member and understand their goals; identify ways to cross‑sell Verity’s products and services
• Capture relevant information and input it into our CRM system
• Value 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
• Perform other job‑related duties as assigned

Requirements

• Minimum of a High School diploma or equivalent
• Minimum of 2 years experience in a financial institution
• Minimum of 3 years of customer service experience
• Physical considerations: ability to effectively communicate with diverse staff, members, and vendors; sit or stand for long periods; work on computers for extended periods; travel within an assigned market; lift and carry up to 50 pounds

Skills

• Strong verbal, written, and interpersonal skills
• Detail oriented with good organizational and problem‑solving abilities
• 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

Pay

Base pay range: $23.67 (minimum) to $35.51 (maximum) per hour, with a midpoint of $29.59. Starting pay is offered based on an applicant’s relevant experience and education. The position qualifies for monthly incentive/commission pay.

Benefits

• 11 paid holidays per year
• Paid time off (PTO – combined vacation and sick leave) accrues immediately at 20 days per year
• Medical, dental, vision, and basic life insurance available for employees and families; a no‑cost option for employee‑only coverage
• 401(k) plan with employer match up to 6%
• Annual cash bonuses up to 1% of salary
• 1% profit‑sharing bonus to 401(k) accounts based on company performance
• Wellness subsidy
• Transportation reimbursement benefit
• Education reimbursement