обновлено 3 дня назад
Member Consultant II (Financial Services)
26 - 32$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Member Consultant II (Financial Services): Delivering member service and sales consultations across consumer lending, deposits, IRA, fiduciary accounts, and financial wellness with an accent on resolving complex member needs and connecting them with specialized services. Focus on managing sales consultations, supporting multiple branches, signing loan documents, and navigating varied schedules and branch assignments.
Location: Onsite across 's Soundview District branches in Bainbridge Island and Silverdale, with training travel to the Tukwila Financial Center. Commuting between branches and the training location is required.
Salary: $26.00–$32.12 per hour; the stated Member Consultant range is $26.00–$28.00 per hour.
Company
is a member-focused financial institution serving 1.5 million members and managing more than $30 billion in assets.
What you will do
- Deliver high-quality member experiences through financial product expertise and sales consultation.
- Identify, diagnose, and resolve consumer financial needs, referring members to specialized services when appropriate.
- Provide guidance on business services, consumer lending, deposit servicing, IRA, power of attorney, and fiduciary accounts.
- Sign line and loan documents originating through inbound and outbound call centers.
- Support community financial wellness through education, budgeting, debt management, and financial planning resources.
Requirements
- Bachelor's degree or equivalent related experience.
- At least two years of experience in a sales-oriented, financial, or retail environment.
- Ability to complete a 12-week in-house training program.
- Ability to work across all pod branches for up to the first year or longer and commute between branches and the Tukwila training location.
- Knowledge of credit union products, membership, deposits, loans, and applicable state and federal regulations.
- Strong communication, problem resolution, negotiation, organization, multitasking, peer coaching, and systems navigation skills.
Nice to have
- One year of experience in a financial institution.
- Spanish language fluency.
- Experience managing a sales pipeline efficiently.
Culture & Benefits
- Schedules are generally provided 30 days in advance, with flexibility required for changing branch assignments and business needs.
- Training runs for 12 weeks, Monday through Friday, with variable shifts between 8:00 AM and 6:30 PM.
- Post-training schedules include weekday shifts between 8:00 AM and 6:30 PM and up to three Saturdays per month.
- 401(k) match of up to 3% plus a 4% annual employer contribution.
- Medical, dental, vision, paid time off, tuition reimbursement, and community volunteer time off.
Hiring process
- New hires must remain in the role, pod, and schedule for at least one year before pursuing other internal opportunities.
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