Seattle Credit Union is proud to be intentional in recruiting, hiring, and promoting a workplace that is inclusive. We are an Equal Opportunity/Affirmative Action Employer that celebrates our collective differences and encourages all to apply, including those with different backgrounds, disability, ages, ethnicities, races, religions, gender identities, sexual orientations, national origins, or veteran status’ protected by applicable federal, state, or local law. 

JOB TITLE: Member Representative

Department: Member Experience

FLSA Status: Non-Exempt

ABOUT THE ROLE:

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.

We are looking for a Member Representative who is driven to make a positive impact on the member experience. You possess 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 of working, are thoughtful, intentional, and collaborative, we would love to talk to you!

The Member Representative must become knowledgeable of all credit union products and services to best deliver exceptional service during all internal and external interactions. As a Member Representative, you will be responsible for achieving sales goals while generating positive rapport with members, employees, and all individuals within our community. You will identify member needs, drive results, and contribute to the overall success of the branch, with a commitment to serving our communities. This is an exciting opportunity to bring forth new ideas and see those ideas come to life!

WHAT YOU WILL DO:

• Process a high volume of teller transactions, inquiries and requests (maintain cash drawers and daily balance of vaults and branch cash).
• Process transactions accurately and efficiently, including deposits, withdrawals, transfers, and loan payments.
• Assist members with account inquiries, transactions, account maintenance and problem resolution.
• Builds progressive knowledge around all member-facing credit union products and services.
• Provide exceptional service by listening to members’ needs and aligning them with the features, benefits and conveniences of Seattle Credit Union’s products and services.
• Educate members on the features, functions and conveniences that our digital banking platform offers.
• Bring a solution oriented, growth mindset to challenging situations; Provides recommendations for improvement to management when appropriate.
• Uphold the credit union’s values and brand reputation by demonstrating professionalism and integrity while creating a positive impact on surrounding communities.
• Uses sound judgement to help safeguard members and credit union from losses and risk exposure.
• Adheres to all Seattle Credit Union values, policies and procedures, including applicable laws and regulations.
• Effectively adjusts to changing and evolving priorities and expectations.
• Focuses efforts on team success and delivering solutions to members.
• Achieves or exceeds all sales and service goals.
• Provides support for community events.
• Responds positively to feedback and coaching.
• Demonstrates a commitment to SCU Values.
• Maintains regular and punctual attendance.
• Other duties as assigned.

WHAT YOU WILL BRING:

Basic Qualifications:

• High school diploma or GED or equivalent work experience.
• 0-1 years of banking experience.
• Six months (6)+ of retail/customer service.
• Six months (6)+ in a sales oriented role.
• Strong interpersonal and communication skills with the ability to build rapport with members.
• Excellent problem-solving and decision-making abilities.
• Ability to work independently and as part of a team.
• Ability to arrive on time for all scheduled shifts.
• This position requires the ability to work at any assigned credit union branch location.
• Ability to comprehend and apply credit union policy, procedure and protocols.
• Proficiency with Microsoft Office applications (Outlook, Word, Excel, PowerPoint, Visio).

Preferred Qualifications:

• Financial Institution background.
• Six months (6) or more of previous financial institution experience working with sales goals, referral goals, appointment or member attainment goals or up selling products.
• Education or certifications in finance or sales.
• Associates degree or more advanced degree.
• Fluent in Spanish.
• Comprehensive knowledge of state and federal regulations such as Reg. B, Reg. E, Reg. D, Reg. CC, Reg Z, and the Bank Secrecy Act.

Working Conditions:

• This is an in-branch role in the Greater Seattle area of Washington State. We serve members all days of the week except Sunday and limited hours on Saturday.
• Team members may attend special off-hour meetings and seminars.
• The nature of work may include prolonged periods sitting at a desk and working on a computer.

Benefits:

Seattle Credit Union supports and invests in our employees. We offer many great benefits, including low-cost medical contributions and zero contributions for dental and vision plans. Additionally, SCU offers a generous paid time off program and a 401k plan with a dollar-for-dollar employer match up to 5%.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skills and/or abilities required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.