Member Consultant I - Alderwood

Full Time
Lynnwood, WA 98037
Posted
Job description

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.


We know it is more than just a job


Verity has always been committed to maintaining a positive work culture and making sure people come first. Some ways we help employees live their best lives:

  • Competitive based pay, strategic bonuses and incentives available
  • Full insurance benefits with no cost for employee only coverage
  • Paid time off, combined vacation and sick leave starts accruing immediately and is available to all employees who work 20+ hours per week
  • Up to 8 hours of paid volunteer time off each year
  • 11 paid holidays each year


ESSENTIAL JOB FUNCTIONS


  • Adhere to the Verity Experience Process in every member interaction.
  • Listen to the member and understand their goals. Identifying ways to cross sell Veritys 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 Veritys 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

QUALIFICATIONS AND REQUIREMENTS


Education and Experience

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


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


Verity Credit Union is committed to working with its employees to reasonably accommodate them with the physical aspects of the position. The following is a list of physical considerations that are normally encountered in this job:


  • 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 a assigned market
  • Ability to lift and carry 50 pounds


Washington is an At-Will Employment State


Your employment is at will, meaning you are free to resign at any time, for any reason, with or without notice. Verity Credit Union is also free to conclude the employment relationship with you at any time, for any reason, with or without notice.


No statement or promise by a credit union representative or board member may be interpreted as a change in the at will policy, nor would it constitute an employment or other contractual agreement.

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