Member Consultant

STCU•Richland, WA

3d•$22 - $30•Onsite

About The Position

The Member Consultant creates in-person experiences for existing and prospective consumer members at STCU retail locations. Through interactive interviews during new-member origination, account maintenance, and transaction requests, the consultant identifies opportunities to deepen relationships and position STCU as members’ primary financial institution. The role calls for a motivated professional with teller experience, problem-solving skills, conflict-resolution experience, confidence handling challenging conversations, and a commitment to exceptional member experiences. The Member Consultant protects member information and account access, conducts accurate transactions according to credit union procedures and balancing standards, and completes required dual-control steps. The consultant reviews members’ financial positions, recommends products and services suited to their goals, meets or exceeds branch goals, and resolves complex or technical questions. The position may also process cash transactions, travel to other STCU locations, or be temporarily assigned to another location 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 sales or service experience in a retail establishment may be considered.
Proficient knowledge of 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/push, and carry up to 10 pounds, with accommodations.
Strong problem-solving and conflict-resolution skills; confidence navigating challenging conversations.
May be asked to travel to other STCU locations.

Responsibilities

Protect membership integrity and confidentiality by identifying members and account ownership and ensuring proper account access.
Perform member transactions accurately and follow credit union policies, procedures, balancing standards, and dual-control requirements.
Originate and expand member relationships through personalized reviews of members’ financial positions and recommendations for suitable products and services.
Create positive member experiences, take ownership of issues, build member loyalty, and deliver on STCU’s Here for Good brand promise.
Maintain 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 appropriate products and services and deepen relationships.
Build and maintain strong working relationships throughout the organization by embodying Everyday Personal Leadership.
Process cash transactions when required by the location’s needs.
Perform additional duties as assigned, including possible temporary assignments at other locations.