Member Consultant

Spokane Teachers Credit Union (STCU) • Spokane Valley, WA

342d • $21 - $30

About The Position

The Member Consultant creates unparalleled in-person experiences for existing and prospective consumer members that interface with STCU through our retail locations. By conducting interactive and collaborative interviews at new member origination, subsequent account maintenance and transactional requests, the Member Consultant will identify opportunities to expand existing relationships while positioning STCU as a first-choice market leader and the primary financial institution for the members they serve.

Requirements

• High school diploma or equivalent required.
• Minimum two years' experience as a Teller, new accounts or service representative in a financial institution required.
• Proficient knowledge of MS Office programs including Outlook, Word, Excel and Teams.

Nice To Haves

• Equivalent experience in a sales/service position in a retail establishment may be considered.
• Demonstrated proficiency at STCU in a similar role may also be considered.

Responsibilities

• Protect the integrity and confidentiality of our membership by identifying members/account ownership to ensure proper access is upheld.
• Perform transactional duties to serve members with high accuracy in accordance with credit union policies and procedures as well as adhering to STCU's balancing standards and proper dual control.
• Originate and expand member relationships by conducting an in-depth and personalized review of the members financial position.
• Exceed service expectations by creating unparalleled member experiences and excellence with every interaction.
• Demonstrate competency and an in-depth knowledge of all consumer, fiduciary deposit products, services and systems and accounts types including checking, savings, CD's and IRA's and lending products.
• Meet or exceed monthly branch goals including the promotion of ancillary products and submitting partner referrals.
• Build and maintain trust by confidently answering member questions and finding appropriate resolutions for a variety of complex or technical issues.
• Engage in genuine and inquisitive conversation to identify best match products and services that fulfill unstated needs and deepen the member relationship.
• Embody the principles of Everyday Personal Leadership in order to develop and maintain strong and productive working relationships at all levels of the organization.
• Process cash transactions based on the needs of the location.

Benefits

• Paid time off-plus 11 paid holidays!
• Medical, dental, vision and life insurance
• Training and career development
• Success sharing plan
• 401(k) matching contributions
• Tuition reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees