Member Consultant

STCU•Spokane Valley, WA

4h•Onsite

About The Position

STCU is a top-performing credit union, recognized as one of Fortune Magazine’s Great Places to Work. The organization values employees who are dedicated to serving others, committed to continuous learning, hard-working, fun-loving, and eager to positively impact members' lives, aligning with core values of Joyfulness, generosity, belonging, goodness, and striving. The Member Consultant plays a vital role in delivering exceptional in-person experiences to both current and prospective consumer members at STCU's retail locations. This involves conducting interactive and collaborative interviews during new member onboarding, subsequent account maintenance, and transactional requests. The consultant's primary objective is to identify opportunities to deepen existing relationships, thereby establishing STCU as a first-choice market leader and the primary financial institution for the members they serve, ultimately helping them achieve their financial goals and dreams.

Requirements

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

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.
Interview and find opportunities to recommend product and services that meet the members financial goals.
Exceed service expectations by creating unparalleled member experiences and excellence with every interaction; taking ownership of issues and challenges, increasing member loyalty, and delivering on our Here for Good brand promise.
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 to open and conduct required account maintenance.
Meet or exceed monthly branch goals including the promotion of ancillary products and submitting partner referrals by showcasing the added benefits and impact to the member.
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.
Perform additional duties as assigned for the efficient operation of the department and the organization, including the possibility of being assigned temporarily to other locations.