Senior Member Consultant

Why Join Us? 

Seattle Credit Union is proud to be an employer committed to the growth and prosperity of its employees, members, and the community. We work in a culture where voices are amplified to drive meaningful change and generate non-stop impact. We offer a comprehensive total rewards package, such as employee-paid medical benefits, 401k matching, and generous time off, such as for volunteering and even to celebrate your birthday! We provide opportunities for employees to learn and grow while fostering an inclusive work culture, and we have a tremendously diverse workforce that drives our ability to innovate and maintain excellence. 

Seattle Credit Union is dedicated to helping our members achieve financial prosperity by providing education and banking services that meet their personal goals. We are Inclusive, Inventive and Invested. We are Seattle Credit Union - we build strong and trusting relationships in service of our Mission. Seattle Credit Union is proud to be intentional in recruiting, hiring, and promoting a workplace that is inclusive.  

JOB TITLE: Senior Member Consultant

Department: Member Experience

FLSA Status: Non-Exempt

ABOUT THE ROLE:

We are looking for a Senior Member Consultant who is driven to make a positive impact on the member experience. You are a strategic thinker with a bias towards action. You have a relentless pursuit of excellence while bringing others along. You do not settle for mediocrity and are comfortable with challenging the status quo. If you’re always looking for more efficient and innovative ways to work, and you're thoughtful, intentional, and collaborative, we would love to talk to you!

The Senior Member Consultant will demonstrate exceptional attention to detail and is dedicated to achieving credit union goals and objectives. Comprehensive knowledge of all Credit Union products and services is required, along with a demonstrated commitment to providing beneficial solutions to members. Experience leading projects and/or people while adapting to everyday situations and providing recommendations or solutions to resolve known and perceived problems or issues. This is an exciting opportunity to bring forth new ideas and see those ideas come to life!

WHAT YOU WILL DO:

• Must be proficient in all Member Representative and Member Consultant job functions, duties and responsibilities; will regularly back up these responsibilities as needed.
• Comprehensive knowledge and understanding of all credit union products, services, policies, procedures and channels, including digital banking.
• Comprehensive knowledge and understanding of Individual Retirement Accounts (IRAs), business types, trusts, estates and applicable special account types.
• Advanced technical knowledge and understanding of all engagement channels to effectively support member inquiries received either in-person or via phone call, text, chat or email.
• Interviews members regarding their financial wellness and identifies beneficial products, services, and solutions for their needs.
• Provides financial guidance aimed at educating members on tactics to achieve their financial goals.
• Acts as a resource and mentor to others throughout the credit union while promoting cooperation, collaboration and interdependence amongst branches and departments.
• Independently manages new/complex situations and delivers valuable solutions.
• Demonstrates decisiveness, integrity, flexibility, and critical thinking that advances team, department, and organizational success.
• Regularly provides valuable input and critical thinking/analysis to mitigate potential risks.
• Aligns with key stakeholders prior to implementation of work.
• Identify and pursue new business opportunities within the community.
• Participates in or leads group team building strategies.
• Builds relationships and networks, internally and externally.
• Represents the credit union at community events and networking functions.
• Obtains NMLS and applicable certifications or licenses, if applicable.