Member Consultant II – Beacon Hill
Verity Credit Union
Region: Seattle, WA (South)
Contact: Lauren Ploskey
Email: [email protected]
Phone: (206) 440-9000
We are hiring for a Member Consultant II at our Beacon Hill Branch that will be responsible for enhancing our members’ lives by creating trusted relationships. This position will bring our experience standards to life in every interaction by making it easy to do business, finding ways to say “yes’, and valuing our members’ time. The Member Consultant II is primarily responsible for all member engagement including loan production and account origination, new member onboarding, and cross-selling additional products and services to empower our members’ financial lives. This position will also assist with in-branch transactions and member service requests to ensure a seamless member experience.
Ideal candidates for this role are flexible, service-focused, results driven, and thrive in a dynamic team environment, .We are looking for candidates that possess exceptional ability with interactive communication, decision making and problem solving.
Who We Are. . .
Verity has been a local member-owned credit union offering a full range of financial products and services to our members since 1933. Verity means truth—and this guides our actions. Honesty may not be the easiest approach, but it is the right one.
We take pride in our work. Our mission and vision guide our daily activities, and we need motivated individuals to lead our success. Verity is committed to being a top employer in Washington and we are honored to be a 2018 National 101 Best & Brightest Company based on our employee’s own reviews.
We Believe. . .
- Trust is earned each day.
- Learning is lifelong; it never stops.
- People come first, before the bottom line.
- Community engagement propels us forward.
- Teamwork is the foundation of our success.
ESSENTIAL JOB FUNCTIONS
- Adhere to the Verity Experience Process in every member interaction.
- Listen to the member to understand their goals and help them build a plan to take action.
- Originate, process, and onboard new members.
- Originate, process and fund consumer, mortgage, and business loans.
- Capture relevant member information and input it into our CRM system.
- Protect our members’ confidence by adhering to security and compliance procedures.
- Value our members’ time by accurately and efficiently processing transactions including wires, payments, and IRA distributions.
- Assists with the branch operations, audits, and opening/closing procedures.
- Collaborates with branch team to achieve individual and team goals.
- Perform other job related duties as assigned.
Experience and Education
- Minimum of a High School diploma or equivalent.
- Higher education in marketing, business, finance, communication, management is preferred.
- Relationship-focused sales and business development experience is highly desired.
- Three years of financial services work experience or more is a plus.
Knowledge, Skills, and Abilities
- Strong sales, networking and business development skills.
- Strong verbal and written communication skills.
- Ability to interpret and analyze financial data.
- Extensive knowledge of financial industry regulations and standards.
- Ability to work independently and with a team.
- Ability to organize and prioritize work in order to meet deadlines.
- Present positive and professional image to staff and members.
- Problem solving skills.
Verity Credit Union is committed to working with its employees to reasonably accommodate them with the physical aspects of the position. The following is a list of physical considerations that are normally encountered in this job:
- Effectively communicate with diverse staff, members, and vendors
- Sitting or standing for long periods of time
- Working on computers for a long period of time in an office environment
- Ability to travel within a assigned market
- Ability to lift and carry 50 pounds
Washington is an At-Will Employment State
Your employment is “at will”, meaning you are free to resign at any time, for any reason, with or without notice. Verity Credit Union is also free to conclude the employment relationship with you at any time, for any reason, with or without notice.
No statement or promise by a credit union representative or board member may be interpreted as a change in the “at will” policy, nor would it constitute an employment or other contractual agreement.