Member Consultant

STCU•Richland, WA

23h•Onsite

About The Position

The Member Consultant creates in-person experiences for existing and prospective consumer members at STCU retail locations. Through interactive and collaborative interviews during new-member origination, account maintenance, and transactional requests, the consultant identifies opportunities to expand relationships and position STCU as a first-choice market leader and the members’ primary financial institution. The role protects the integrity and confidentiality of membership, performs accurate transactions in accordance with credit union policies and procedures, and reviews members’ financial positions to recommend products and services that support their goals. The consultant takes ownership of issues, builds member loyalty, and delivers STCU’s Here for Good brand promise. The position may also process cash transactions based on location needs and may involve travel or temporary assignment to other STCU locations.

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 a retail establishment may be considered.
Demonstrated proficiency at STCU in a similar role may be considered.
Proficient knowledge of Microsoft 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 ensure proper account access and protect membership integrity and confidentiality.
Perform member transactions accurately in accordance with credit union policies, procedures, balancing standards, and dual-control requirements.
Interview members and review their financial positions to identify opportunities and recommend products and services that meet their financial goals.
Create excellent member experiences, take ownership of issues and challenges, increase member loyalty, and deliver the Here for Good brand promise.
Demonstrate 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 appropriately.
Engage members in genuine, inquisitive conversations to identify suitable products and services, including needs they may not initially express.
Develop and maintain strong, productive working relationships at all levels of the organization by applying Everyday Personal Leadership principles.
Process cash transactions when required by location needs.
Perform additional duties as assigned, including possible temporary assignments at other locations; travel to other STCU locations may be requested.