Senior Member Consultant - Northgate

Seattle Credit Union•Seattle, WA

9d•$22 - $32•Onsite

About The Position

The Senior Member Consultant works in the Member Experience department and is responsible for delivering a strong member experience while supporting credit union goals and objectives. The role requires comprehensive knowledge of credit union products, services, policies, procedures, and channels, as well as a commitment to identifying beneficial solutions for members. The consultant handles complex situations, provides financial guidance, and contributes recommendations to resolve issues and mitigate risks. They also support and mentor colleagues, build internal and external relationships, and pursue community business opportunities. This is an in-branch role in the Greater Seattle area of Washington State. The position is non-exempt and may involve special off-hour meetings and seminars. Work may include prolonged periods sitting at a desk and working on a computer.

Requirements

Two years of college or equivalent training or experience.
At least two years of experience in retail banking or a credit union.
Proven track record with financial sales products.
Excellent written, verbal, and interpersonal communication skills, including the ability to build rapport with members and inspire and motivate others.
Comprehensive knowledge of state and federal regulations, including Reg. B, Reg. E, Reg. D, Reg. CC, Reg. Z, and the Bank Secrecy Act.
Strong problem-solving and decision-making abilities.
Ability to work at any assigned credit union branch location.
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 policies, procedures, and protocols.
Proficiency with Microsoft Office applications, including Outlook, Word, Excel, PowerPoint, and Visio.

Nice To Haves

Bachelor’s degree or higher in business or a related field.
Fluency in Spanish.
Proficiency in leading or coaching fellow employees.
Formal training in equity and inclusion, or equivalent experience.
Additional financial institution experience.

Responsibilities

Perform and regularly back up all Member Representative and Member Consultant job functions, duties, and responsibilities.
Maintain comprehensive knowledge of credit union products, services, policies, procedures, and channels, including digital banking.
Understand Individual Retirement Accounts (IRAs), business types, trusts, estates, and applicable special account types.
Use engagement channels to support member inquiries in person, by phone, text, chat, or email.
Interview members about financial wellness and identify beneficial products, services, and solutions.
Provide financial guidance to educate members on tactics for achieving their financial goals.
Serve as a resource and mentor to colleagues and promote cooperation and collaboration across branches and departments.
Independently manage new or complex situations and deliver valuable solutions.
Use decisiveness, integrity, flexibility, and critical thinking to advance team, department, and organizational success.
Provide input and critical analysis to mitigate potential risks.
Align with key stakeholders before implementing work.
Identify and pursue new business opportunities in the community.
Participate in or lead team-building strategies.
Build internal and external relationships and networks.
Represent the credit union at community events and networking functions.
Obtain NMLS and applicable certifications or licenses, if applicable.
Demonstrate commitment to SCU Values and maintain regular, punctual attendance.
Perform other duties as assigned.