Senior Branch Representative - Hilltop/Salishan

Seattle Metropolitan Credit Union • Tacoma, WA

251d • $22 - $32

About The Position

Seattle Credit Union is dedicated to helping our members achieve financial prosperity by providing education and banking services that meet their personal goals. We are Inclusive, Inventive and Invested. We are Seattle Credit Union - we build strong and trusting relationships in service of our Mission. We are looking for a Senior Branch Representative who is driven to make a positive impact on the employee and member experience. You are a forward thinker with a bias for action. You have a relentless pursuit of excellence while bringing others along. You do not settle for mediocrity and are comfortable with challenging the status quo. If you're always looking for more efficient and innovative ways of working, are thoughtful, intentional, and collaborative, we would love to talk to you! As a highly motivated Senior Branch Representative you will demonstrate sales, leadership skills, and an unwavering commitment to member service. You have an eye for personal finance and advising others to prosperity. You will be key to the branch's sales success, serve as an informal mentor to more junior staff, and ensure Seattle Credit Union meets its financial performance goals.

Requirements

• Two (2) years of college or equivalent training/experience.
• Two (2)+ years of experience in retail banking or credit union.
• Proven track record with financial sales products.
• Comprehensive knowledge of the state and federal regulations such as Reg. B, Reg. E, Reg. D, Reg. CC, Reg. Z, and the Bank Secrecy Act.
• Exceptional interpersonal and communication skills with the ability to inspire and motivate others.
• Progressive thinker with excellent problem-solving and decision-making abilities.
• Proficiency with Microsoft Office applications (Outlook, Word, Excel, PowerPoint, Visio).

Nice To Haves

• Bachelor's degree, or higher, in business or related field.
• Fluent in Spanish.
• Proficiency in leading or coaching fellow employees.
• Six (6)+ months or more experience within a Credit Union environment.
• Formally trained in equity and inclusion, or equivalent experience.
• Additional financial institution experience.

Responsibilities

• Serve as a consultant to members regarding financial wellness by actively listening and identifying appropriate aligned products, knowledge, and solutions.
• Lead by example in promoting and selling credit union products and services, including loans, deposits, CD's, and estate planning.
• Achieves or exceeds all sales and service goals.
• Ensure compliance with Seattle Credit Union policies, procedures, and regulations.
• Demonstrates commitment to SCU Values.
• Act as an informal mentor and coach for less seasoned teammates to support high performance and professional development.
• Participate in resolution of reported member issues and concerns member escalations.
• Develop and maintain strong relationships with key members and community partners.
• Advocate for and educate members on digital banking tools and services.
• Identify and pursue new business opportunities within the community.
• Represent the credit union at community events and networking functions.
• Efficiently produce quality work with varying levels of difficulty and turnaround times.
• Effectively adjusts to changing and evolving priorities and expectations.
• Establishes and maintains collaborative relationships with all levels of teammates across the organization.
• Maintain regular and punctual attendance.
• Other duties as assigned.

Benefits

• Zero contribution medical, dental, and vision plans for employees.
• Generous paid time off program.
• 401k plan with a dollar-for-dollar employer match up to 5%.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Associate degree