Member Consultant II (Fintech)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
TL;DR
Member Consultant II (Fintech): Delivering high-quality member experiences and financial solutions with an accent on sales consultation, product expertise, and financial wellness support. Focus on managing consumer lending, deposit servicing, and fiduciary accounts while rotating across multiple branch locations in the East District.
Location: Must be based in the Washington state area (Factoria, Issaquah, Mercer Island, Newcastle) with required travel to Tukwila for training.
Salary: $54,080 β $66,809 per year (based on $26.00β$32.12 hourly).
Company
is a purpose-driven financial institution with over $30 billion in assets, dedicated to a "people helping people" philosophy since 1935.
What you will do
- Provide expert consultation on business services, consumer lending, deposit servicing, and fiduciary accounts.
- Identify and address member financial needs through proactive sales and diagnostic service.
- Assist the community with financial wellness programs, budgeting, and debt management.
- Process and sign line and loan documents for inbound and outbound member requests.
- Rotate across multiple pod branches in the East District to support business needs.
- Complete a comprehensive 12-week in-house training program.
Requirements
- Bachelorβs degree or equivalent related experience.
- Minimum two years of experience in a sales-oriented, financial, or retail environment.
- Ability to commute between pod branches and the Tukwila training center.
- Flexibility to work varying shifts, including Saturdays.
- Commitment to remain in the role and pod for a minimum of one year.
- Proficiency in navigating multiple systems simultaneously.
Nice to have
- One year of experience in a financial institution.
- Spanish language fluency.
- Understanding of state and federal laws pertaining to deposit and loan products.
Culture & Benefits
- 401(k) company match up to 3% plus an additional 4% annual contribution.
- Comprehensive medical, dental, and vision insurance.
- PTO program with exchange options.
- Tuition reimbursement program.
- Volunteer time off and donation matching through Cares.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β