Member Consultant II (Wallingford Branch)

Brief Description

Verity is hiring for a Member Consultant II 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 a part of the Global Alliance for Banking on Values (GABV).

How You Can Make a Difference

The Member Consultant II enhances members' lives by creating trusted relationships. This position brings Verity's experience standards to life in every interaction, making it easy to do business, finding ways to say "yes," and valuing members' time. The role includes loan and account origination, new member onboarding, and cross-selling additional products and services.

Essential Job Functions

• Adhere to the Verity Experience Process in every member interaction
• Listen to the member 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 our CRM system
• Protect our members' confidence by adhering to security and compliance procedures
• Value our members’ time by accurately and efficiently processing transactions including wires, payments, and IRA distributions
• Aids with the branch operations, audits, and opening/closing procedures
• Collaborates with branch team to achieve individual and team goals
• Performs other job-related duties as assigned

Qualifications and 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
• Communication Proficiently: 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 our products and refer members to additional products based on those needs

Physical Considerations

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