Member Consultant II (Fintech)

TL;DR

Member Consultant II (Fintech): Delivering high-quality financial services and sales consultations to members with an accent on product expertise and financial wellness support. Focus on managing complex consumer financial needs, navigating multiple banking systems, and rotating across branch locations within the Mountain District.

Location: Must be based in Federal Way, WA, with required travel to Tukwila for training and rotation across POD branches.

Salary: $26.00–$32.12 per hour (approx. $54,080–$66,809 annually).

Company

A purpose-driven financial institution with over $30 billion in assets, committed to a "people helping people" philosophy since 1935.

What you will do

• Provide exceptional customer service and sales consultations regarding business services, consumer lending, and deposit accounts.
• Sign line and loan documents while ensuring member needs are fulfilled.
• Assist the community with financial wellness, including budgeting and debt management education.
• Navigate multiple internal systems simultaneously to diagnose and address member financial needs.
• Rotate across various POD branches in the Mountain District as a core expectation of the role.
• Participate in a 12-week in-house training program at the Tukwila Financial Center.

Requirements

• Bachelor’s degree or equivalent related experience.
• Minimum two years of experience in a sales-oriented, financial, or retail environment.
• Ability to work flexible shifts, including Saturdays, and commute between branches.
• Commitment to remain in the role and POD for a minimum of one year.
• Proficiency in verbal and written communication for daily member interaction.
• Spanish language fluency is highly desirable.

Nice to have

• One year of experience in a financial institution.
• Thorough understanding of the sales process and pipeline management.
• Knowledge of state and federal laws pertaining to membership and loan products.

Culture & Benefits

• 401(k) with 3% company match plus 4% annual contribution.
• Comprehensive medical, dental, and vision insurance.
• PTO program with exchange options.
• Tuition reimbursement program.
• Volunteer time off and donation matching.