Senior Member Consultant - Southcenter
About The Position
We are looking for a Senior Branch Representative who is driven to make a positive impact on the member experience. You are a strategic thinker with a bias towards 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! The Senior Member Consultant will demonstrate exceptional attention to detail and is dedicated to achieving credit union goals and objectives. Comprehensive knowledge of all Credit Union products and services is required, along with a demonstrated commitment to providing beneficial solutions to members. Experience leading projects and/or people while adapting to everyday situations and providing recommendations or solutions to resolve known and perceived problems or issues. This is an exciting opportunity to bring forth new ideas and see those ideas come to life!
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.
- Demonstrates excellent written, verbal, and interpersonal communication skills.
- 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.
- This position requires the ability to work at any assigned credit union branch location.
- Strong interpersonal and communication skills with the ability to build rapport with members.
- Excellent problem-solving and decision-making abilities.
- Ability to work independently and as part of a team.
- Ability to arrive on time for all scheduled shifts.
- Ability to comprehend and apply credit union policy, procedure and protocols.
- 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.
- Formally trained in equity and inclusion, or equivalent experience.
- Additional financial institution experience.
Responsibilities
- Must be proficient in all Member Representative and Member Consultant job functions, duties and responsibilities; will regularly back up these responsibilities as needed.
- Comprehensive knowledge and understanding of all credit union products, services, policies, procedures and channels, including digital banking.
- Comprehensive knowledge and understanding of Individual Retirement Accounts (IRAs), business types, trusts, estates and applicable special account types.
- Advanced technical knowledge and understanding of all engagement channels to effectively support member inquiries received either in-person or via phone call, text, chat or email.
- Interviews members regarding their financial wellness and identifies beneficial products, services, and solutions for their needs.
- Provides financial guidance aimed at educating members on tactics to achieve their financial goals.
- Acts as a resource and mentor to others throughout the credit union while promoting cooperation, collaboration and interdependence amongst branches and departments.
- Independently manages new/complex situations and delivers valuable solutions.
- Demonstrates decisiveness, integrity, flexibility, and critical thinking that advances team, department, and organizational success.
- Regularly provides valuable input and critical thinking/analysis to mitigate potential risks.
- Aligns with key stakeholders prior to implementation of work.
- Identify and pursue new business opportunities within the community.
- Participates in or leads group team building strategies.
- Builds relationships and networks, internally and externally.
- Represents the credit union at community events and networking functions.
- Obtains NMLS and applicable certifications or licenses, if applicable.
- Demonstrates a commitment to SCU Values.
- Maintains regular and punctual attendance.
- Other duties as assigned.
Benefits
- low-cost medical contributions
- zero contributions for dental and vision plans
- generous paid time off program
- 401k plan with a dollar-for-dollar employer match up to 5%
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
