The Member Consultant II is 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 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. This individual will be agile and service focused, thrive in a dynamic team environment, and possess exceptional ability with interactive communication, decision making and problem solving.

We know it is more than just a job

Verity has always been committed to maintaining a positive work culture and making sure people come first. Some ways we help employees live their best lives:

• Competitive based pay, strategic bonuses available
• Full insurance benefits with no cost for employee only coverage
• Paid time off, combined vacation and sick leave starts accruing immediately and is available to all employees who work 20+ hours per week
• Up to 8 hours of paid volunteer time off each year
• 11 paid holidays each year

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

QUALIFICATIONS AND REQUIREMENTS

Education and Experience

• Minimum of a High School diploma or equivalent
• Bachelors degree in marketing, business, finance, communication, management or equivalent years of related experience
• Minimum 3 years of financial industry experience
• Community/Business development experience preferred

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

PHYSICAL CONSIDERATIONS

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 an 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.