Member Consultant

STCU•Richland, WA

1d•$21 - $30•Onsite

About The Position

The Member Consultant creates in-person experiences for existing and prospective consumer members who visit STCU retail locations. Through interactive, collaborative interviews during new-member origination, account maintenance, and transaction requests, the consultant identifies opportunities to expand member relationships and positions STCU as a primary financial institution. The role protects membership integrity and confidentiality, performs accurate transactions in accordance with credit union policies and procedures, and follows balancing standards and dual-control requirements. The Member Consultant reviews members’ financial positions, recommends products and services that support their goals, resolves questions and issues, and delivers service intended to strengthen member loyalty. The position requires knowledge of consumer and fiduciary deposit products, services, systems, account types, and lending products. It may also involve processing cash transactions, traveling to other STCU locations, and temporary assignments to other locations as needed.

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 retail sales or service experience may 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

Verify member identity and account ownership to protect membership integrity and ensure proper account access.
Perform 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.
Deliver excellent member experiences, take ownership of issues and challenges, and help increase member loyalty.
Develop 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 find appropriate resolutions for complex or technical issues.
Engage in genuine, inquisitive conversations to identify appropriate products and services and deepen member relationships.
Build and maintain productive working relationships throughout the organization in accordance with Everyday Personal Leadership principles.
Process cash transactions when required by the location.
Travel to other STCU locations and accept temporary assignments at other locations as needed.
Perform additional duties as assigned for efficient department and organizational operations.