8 часов 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 consultations across consumer lending, deposit servicing, IRA, POA, fiduciary accounts, and related products with an accent on sales consultation, product expertise, and financial wellness. Focus on diagnosing member needs, resolving complex service requests, signing loan and account documents, and supporting members across multiple branches.
Location: Stanwood, Washington, United States; required commuting between the Burlington and Stanwood branches and 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
- Provide member service and sales consultation across business services, consumer lending, deposit servicing, IRA, POA, and fiduciary accounts.
- Identify, diagnose, and resolve members’ consumer financial needs.
- Refer members to specialized financial services when appropriate.
- Sign line and loan documents originating through inbound and outbound call centers.
- Support community financial wellness through education, budgeting, debt management, and financial planning resources.
- Work across nearby pod branches and adapt branch assignments based on 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 the 12-week in-house training program.
- Strong verbal and written communication, problem resolution, negotiation, organization, multitasking, and peer coaching skills.
- Ability to learn and navigate multiple systems simultaneously.
- Ability to commute between pod branches and the Tukwila Financial Center, work flexible shifts, and work up to three Saturdays per month.
Nice to have
- One year of experience in a financial institution.
- Spanish fluency.
- Understanding of sales processes and sales pipeline management.
- Knowledge of credit union products, services, and applicable state and federal regulations.
Culture & Benefits
- People-focused, community-oriented work environment.
- 401(k) company match of up to 3% and a 4% annual contribution.
- Medical, dental, and vision coverage.
- PTO program and PTO exchange program.
- Tuition reimbursement and paid community volunteer time.
Hiring process
- Complete 12 weeks of Monday–Friday training with variable shifts between 8:00 AM and 6:30 PM.
- After training, work variable Monday–Friday shifts between 8:00 AM and 6:30 PM, plus up to three Saturdays per month.
- Remain in the role, pod, and schedule for at least one year before pursuing other opportunities within .
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