Community Member Consultant - Yakima Valley

Seattle Credit Union•Yakima, WA

2d•Hybrid

About The Position

This role will serve dual functions as both a community-facing advisor and a member-centric consultant within our financial cooperative. Drive community engagement, foster financial empowerment, and deliver exceptional member service—supporting organizational goals and mission. This position is ideal for individuals passionate about community impact and dedicated to fostering financial well-being. It offers the unique opportunity to shape both institutional strategy (through CDFI/community programs) and individual member experiences—driving meaningful change at scale and at the personal level.

Requirements

Minimum of 1–2 years in a financial services or community engagement role.
Fluent in both English and Spanish is a requirement for this position.
Comfortable working in mobile environments and adapting to changing locations.
Strong interpersonal, presentation, and customer service skills.
Local travel within Yakima Valley is required, including visits to community partners, schools, and event venues.
Occasional travel to headquarters for training, team meetings, or cross-functional collaboration.
Must have reliable transportation. If using your own vehicle, mileage reimbursement is provided per company policy.
Strong written/oral skills—comfortable presenting to groups or individuals.
Empathy, listening skills, problem-solving, and relationship-based service.
Initiative-taking, creative problem-solving, and ability to challenge status quo.
Proven ability to meet goals while prioritizing member well-being and ethical standards.
Dependable, collaborative, and able to support back-office operations when needed.

Nice To Haves

Bachelor’s degree preferred, particularly in business, finance, social sciences, or related fields.
Experience with CDFI or community-focused initiatives a strong plus.
Skilled in Microsoft Office applications, financial planning tools, and CRM systems.
Must complete and pass a credit-union paid driver training within 60 days of hire.
Experience in, familiarity with, and comfortable driving large vehicles (40’ long).

Responsibilities

Build and maintain relationships with local organizations, schools, and nonprofits.
Lead financial education workshops and community events.
Support CDFI-related initiatives and impact tracking.
Represent the organization at public forums and outreach activities.
Participate in mobile branch deployments.
Provide expert guidance on financial products and services.
Assist members with account openings, loans, and digital banking.
Meet service and sales goals while maintaining compliance.
Supports the operations of the Mobile Branch facility, assists with equipment and software updates, maintenance, service, and repairs.
Operates the Mobile Branch, including travel to designated locations and returning to Admin building each day.
Deliver high-quality work on time and adapt to changing priorities.
Demonstrate integrity, critical thinking, and flexibility in decision-making.
Communicate effectively, both verbally and in writing, with internal and external audiences.
Foster collaboration across teams and contribute to a positive, member-focused culture.
Identify opportunities for process improvements and automation.
Maintain punctual and reliable attendance.