Relationship Officer

WECU•Ferndale, WA

3d•$25 - $36•Onsite

About The Position

WECU is seeking a Relationship Officer for its Ferndale branch in Ferndale, Washington. The position processes a wide range of member transactions, opens and maintains account types and loan offerings, and communicates with prospective and current members to sell credit union products and services in support of organizational goals and member needs. Availability for a rotating Saturday shift is required. The Relationship Officer assesses member needs, recommends suitable product solutions, meets sales goals, follows up to build trust and long-term relationships, and maintains knowledge of WECU products and services. The role also provides personalized, accurate service, resolves member concerns, and supports branch operations, including transaction processing, safe deposit box services, notary services, account origination and maintenance, and consumer loan applications and funding. The employee must follow branch security procedures, accuracy standards, WECU policies, and applicable laws and regulations. The salary range is $25.20 to $35.58 per hour. WECU describes itself as a not-for-profit financial cooperative headquartered in Bellingham, Washington, with over 160,000 members and over $3.0 billion in assets.

Requirements

High school diploma or GED.
At least 1 year of experience as a WECU Service Consultant or related experience in a similar role at a financial institution, or 3 years of customer-facing sales experience.
Possess or obtain a Notary Public License.
Availability for a rotating Saturday shift.

Nice To Haves

Relevant training and/or lending experience in a credit union, bank, or other financial institution.
Bilingual Spanish.

Responsibilities

Engage members in conversations to understand their goals and recommend tailored products, including bundled solutions.
Meet individual and team sales goals, follow WECU’s sales strategy, and track referral activity.
Follow up with members to confirm satisfaction, address additional needs, and maintain ongoing relationships.
Maintain knowledge of WECU products and services and help members obtain and use them.
Demonstrate WECU’s core values and organizational behaviors, treating people professionally, warmly, courteously, promptly, and respectfully.
Provide personalized advice, clear explanations, and accurate service to support member loyalty and help members understand how products and services fit their financial plans.
Address member concerns effectively and maintain trusted relationships.
Support the Financial Center by processing transactions such as deposits, withdrawals, transfers, loan payments, and wire transfers.
Process safe deposit box rentals, access, maintenance, and closures.
Provide Notary Public services.
Provide account origination and maintenance services to consumers and businesses.
Assist members with consumer loan applications and funding.
Manage attendance and schedule availability to support branch appointments and walk-ins.
Perform other member service functions and duties as assigned, and assist others with tasks and work assignments.
Understand and comply with branch security procedures.
Use sound judgment and adhere to accuracy standards in internal and external policies and procedures.
Follow WECU policies and applicable laws and regulations.