Member Consultant

STCU•Coeur d'Alene, ID

9d•$22 - $30•Onsite

About The Position

The Member Consultant creates high-quality 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 opportunities to expand member relationships and position STCU as members’ primary financial institution. The role protects membership integrity and confidentiality, performs transactions accurately according to credit union policies and balancing standards, and uses personalized financial reviews to recommend products and services that support members’ goals. The Member Consultant takes ownership of service issues, builds member loyalty, meets branch goals, and develops productive working relationships throughout the organization. The position may also process cash transactions and may involve temporary assignments or travel 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 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

Verify member identity and account ownership to protect membership integrity, confidentiality, and appropriate account access.
Perform transactions accurately in accordance with credit union policies and procedures, balancing standards, and dual-control requirements.
Conduct personalized reviews of members’ financial positions and recommend products and services that support their financial goals.
Create excellent member experiences, take ownership of issues and challenges, and help increase member loyalty.
Demonstrate knowledge of consumer and fiduciary deposit products, services, systems, account types, and lending products to open accounts and complete 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 and deepen member relationships.
Build and maintain strong, productive working relationships at all levels of the organization.
Process cash transactions when required by location needs.
Perform additional duties as assigned, including possible temporary assignments at other locations.