Member Consultant II (Alderwood Branch)

Verity is a local member-owned credit union since 1933 and the only financial institution in the Pacific Northwest that is part of the Global Alliance for Banking on Values (GABV).

About the role

The Member Consultant II enhances members’ lives by creating trusted relationships, bringing Verity’s experience standards to life in every interaction. This role is responsible for all member engagement, including loan and account origination, new member onboarding, and cross-selling products and services. The position also assists with in-branch transactions and member service requests to ensure a seamless experience.

Responsibilities

• Adhere to the Verity Experience Process in every member interaction.
• Listen to members to understand their goals and help them build a plan to take action.
• Originate, process, and onboard new members.
• Originate, process, and fund consumer, mortgage, and business loans.
• Capture relevant member information and input it into the CRM system.
• Protect members’ confidence by adhering to security and compliance procedures.
• Value members’ time by accurately and efficiently processing transactions, including wires, payments, and IRA distributions.
• Assist with branch operations, audits, and opening/closing procedures.
• Collaborate with the branch team to achieve individual and team goals.
• Perform other job-related duties as assigned.

Requirements

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

Skills

• Communication: Delivers clear verbal and written communication, breaks down complex ideas, actively listens, and paraphrases effectively.
• Analytical Thinking: Carefully reviews and analyzes situations, data, and documents to identify opportunities and potential risks.
• Problem Solving: Anticipates, identifies, and defines problems, seeks root causes, and implements practical solutions.
• Social Intelligence: Demonstrates empathy, emotional intelligence, and self-awareness in interactions, with advanced cross-selling and relationship-building abilities.
• Initiative: Actively seeks opportunities to contribute, works independently with purpose and ownership.
• Collaborative: Collaborates with teammates, offers assistance for mutual improvement with the pursuit of common missions, vision, values, and mutual goals.
• Member-focused: Committed to providing an excellent member experience, anticipates and understands member needs to provide sound recommendations.
• Detail-oriented: Accurately follows procedures, identifies improvements.
• Technical Skills: Possesses an in-depth understanding of systems for transactions, research, and issue resolution, with the ability to assist members and peers.
• Integrity: Prioritizes honesty, respects member confidentiality, and inspires trust.
• Self-Management: Accountable for time and task organization, stress management, and positive relationship maintenance.
• Advanced Sales and Cross-Selling: Ability to anticipate needs and identify opportunities to share the benefits of products and refer members to additional services.

Physical Considerations

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

Pay

This position has a salary range of $26.61 (minimum) to $39.92 (maximum), with a midpoint of $33.27. Starting pay is based on relevant experience and education. Eligible for monthly and quarterly bonuses, as well as annual cash bonuses up to 1% and a 1% profit-sharing bonus to 401k accounts based on company performance.

Benefits

• Full and part-time employees (and their families) are eligible for medical, dental, vision, and basic life insurance, with a no-cost option for employee-only coverage.
• 401k plan with an employer match up to 6%.
• 11 paid holidays per year.
• Paid Time Off (PTO) starts accruing immediately at a rate of 15 days per year (combined vacation and sick leave).
• Wellness subsidy.
• Transportation reimbursement benefit.
• Education reimbursement.