9 дней 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-focused financial consultation across consumer lending, deposit servicing, IRA, POA, and fiduciary accounts with an accent on product expertise, sales consultation, and financial wellness. Focus on diagnosing member needs, resolving complex service requests, completing loan documentation, and supporting members across rotating branch locations.
Location: Kirkland, Washington, with rotation across Kirkland/Kirkland Central branches and required travel to the Tukwila Financial Center for training
Salary: $26.00–$32.12 per hour; the 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 service and provide sales consultation based on consumer financial needs.
- Use product expertise across business services, consumer lending, deposit servicing, IRA, POA, and fiduciary accounts.
- Identify, diagnose, and resolve member needs, referring them to specialized services when appropriate.
- Sign line and loan documents originating through inbound and outbound call centers.
- Support 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 commute between branches and the Tukwila Financial Center, work across the assigned pod, and adapt to varying schedules.
- Strong communication, problem-resolution, negotiation, organization, multitasking, and systems-navigation skills.
- Knowledge of financial products and applicable state and federal membership, deposit, and lending regulations.
Nice to have
- One year of experience in a financial institution.
- Spanish language fluency.
- Experience managing a sales pipeline efficiently.
Culture & Benefits
- People-focused environment centered on serving members, communities, and employees.
- 401(k) company match of up to 3% plus a 4% annual employer contribution.
- Medical, dental, and vision coverage.
- PTO program, exchange program, and tuition reimbursement.
- Paid community service time and donation matching.
- Training runs for 12 weeks, Monday through Friday, with variable shifts from 8:00 AM to 6:30 PM; post-training schedules may include up to three Saturdays per month.
Hiring process
- Successful candidates complete the required 12-week in-house training program after hire.
- Retail new hires are expected to remain in the role, pod, and schedule for at least one year before pursuing other internal opportunities.
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