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9 дней назад

Member Consultant II (Financial Services)

26 - 32$
Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Member Consultant II (Financial Services): Delivering member service and sales consultations across consumer lending, deposits, business services, IRA, POA, and fiduciary accounts with an accent on financial product expertise and community financial wellness. Focus on resolving complex member needs, signing loan and account documents, navigating multiple systems, and supporting members across rotating branch locations.

Location: Spokane Valley, Washington, with required rotation across Spokane-area pod branches and training travel to the Tukwila Financial Center

Salary: $26.00–$32.12 per hour; typical Member Consultant range is $26.00–$28.00 per hour.

Company

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 sales consultations across business services, consumer lending, deposits, IRAs, powers of attorney, and fiduciary accounts.
  • Identify, diagnose, and resolve consumer financial needs, referring members to specialized services when appropriate.
  • Sign loan and account documents originating through inbound and outbound call-center channels.
  • Provide financial wellness support through education, budgeting, debt management, and access to financial planning resources.
  • Work across Spokane-area pod branches and adapt branch assignments and schedules to business needs.

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 with variable Monday–Friday shifts between 8:00 AM and 6:30 PM.
  • Ability to commute between pod branches and the Tukwila training location is required.
  • Strong communication, problem-resolution, negotiation, organization, multitasking, and peer-coaching skills.
  • Ability to work flexible schedules, including up to three Saturdays per month after training.

Nice to have

  • One year of experience in a financial institution.
  • Spanish fluency.
  • Understanding of sales pipelines, credit-union products, and state and federal regulations for membership, deposit, and loan services.
  • Comfort learning new systems and navigating multiple systems simultaneously.

Culture & Benefits

  • People-focused culture 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, including family contributions.
  • Paid time off, a PTO exchange program, and community volunteer time off with donation matching.
  • Tuition reimbursement and support for work-life balance.

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