Member Consultant II (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Member Consultant II (Finance): Delivering high-quality member experiences by identifying and addressing consumer financial needs with an accent on product expertise and financial wellness. Focus on resolving member needs, processing loan documentation, and providing specialized financial services.
Location: Onsite in Tumwater, WA; requires ability to commute to Tukwila, WA for training
Salary: $26.00 - $32.12 hourly
Company
is a member-owned financial institution dedicated to a people-helping-people philosophy, serving 1.5 million members.
What you will do
- Provide expert customer service and sales consultations for business services, consumer lending, and deposit servicing.
- Execute line and loan documents for members originating through the call center.
- Assist the community with financial wellness through education, budgeting, and debt management.
- Serve as a subject matter expert to diagnose and address diverse member financial needs.
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 up to 3 Saturdays per month.
- One-year commitment to remain in the role, location, and schedule.
- Ability to commute between Tumwater and Tukwila for the initial 12-week training.
Nice to have
- One year of experience specifically within a financial institution.
- Spanish language fluency.
- Proficiency in navigating multiple software systems simultaneously.
Culture & Benefits
- 401(k) company match (up to 3%) plus an additional 4% annual contribution.
- Comprehensive medical, dental, and vision insurance for employees and families.
- PTO Program and Exchange Program for work-life balance.
- Tuition Reimbursement Program to support professional growth.
- Cares volunteer time off and donation matching.
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