Member Consultant

STCU•Spokane, WA

2d•Onsite

About The Position

The Member Consultant creates in-person experiences for existing and prospective consumer members at STCU retail locations. Through interactive, collaborative interviews during new-member origination, account maintenance, and transactional requests, the consultant identifies ways to expand member relationships and position STCU as members’ primary financial institution. The role combines accurate transaction processing, personalized financial reviews, product and service recommendations, issue resolution, and relationship building. The Member Consultant is expected to provide exceptional service, support branch goals, protect member information, and may process cash transactions depending on location needs.

Requirements

High school diploma or equivalent.
At least two years of experience as a teller, new accounts representative, or service representative in a financial institution. Equivalent sales or service experience in retail may be considered; demonstrated proficiency at STCU in a similar role may also be considered.
Proficiency with Microsoft Office programs, including Outlook, Word, Excel, and Teams.
Ability to regularly talk, hear, and operate a computer, keyboard, and mouse.
Ability to occasionally lift, pull or push, and carry up to 10 pounds, with accommodations.

Responsibilities

Identify members and account ownership to protect membership integrity, confidentiality, and proper account access.
Perform member transactions accurately and in accordance with credit union policies, procedures, balancing standards, and dual-control requirements.
Conduct personalized reviews of members’ financial positions and recommend products and services that support their goals.
Create exceptional member experiences, take ownership of issues, strengthen member loyalty, and deliver on STCU’s Here for Good brand promise.
Maintain in-depth knowledge of consumer and fiduciary deposit products, services, systems, account types, and lending products to open accounts and perform account maintenance.
Meet or exceed monthly branch goals, promote ancillary products, and submit partner referrals.
Answer member questions and resolve complex or technical issues.
Engage members in genuine, inquisitive conversations to identify suitable products and services and deepen relationships.
Build and maintain productive working relationships throughout the organization.
Process cash transactions as needed at the location.
Perform additional duties as assigned, including possible temporary assignments at other locations.
Travel to other STCU locations when asked.