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Member Specialist
Member SpecialistKCU • Puyallup, WA, US
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Member Specialist

Member Specialist

KCU • Puyallup, WA, US
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Member Specialist

Kitsap Credit Union is actively hiring for Member Associate III (teller / personal banker) and Member Specialist (focus on lending) positions all over the Kitsap area, including : Our Puyallup Meridian branch. These positions are responsible for creating exceptional member experience while processing transactions, as well as offering and demonstrating all-digital, remote and self-service options.

Principal Accountabilities

  • Assist members with their financial needs and transactions. Identify, develop, and refer business relationships to build market position
  • Educate and introduce current and new members to new products and services and assist in self-service options
  • Foster and maintain constructive member relationships
  • Review and maintain knowledge of products
  • Understand and recommend products and services based on the member's needs
  • Participate in sales and community events to contribute to branch and credit union goals
  • Use effective sales techniques that result in a positive member experience and meet or exceed sales goals
  • Maintain knowledge and adhere to operational, regulatory, security, and compliance standards
  • Accepts and processes all financial transactions accurately
  • Maintains responsibility and follows proper balancing procedures
  • Promote and effectively demonstrate digital, remote and self-serve options, with continual education as new products and digital services are introduced

Qualifications and Education Requirements

  • High school diploma or GED required
  • 1 Year Financial Institution experience with New Accounts and Consumer Lending experience (HE / HELOC experience preferred but not required)
  • 1 Year Cash handling, customer service and / or retail sales experience
  • Identify and contribute new ideas and methods to improve efficiencies and effectiveness of processes and procedures
  • Must be registered with the Nationwide Mortgage Licensing System (NMLS) within 30 days of hire and comply with the SAFE Act regulations
  • Meet or exceed referral and sales goals
  • Provide guidance, training and support to junior team members
  • Assist members and non-members in opening share, new accounts and basic lending

    • Member Specialist - Focus on Lending

  • $26 - $32 per hour depending on experience

    • Principal Accountabilities

  • Approach, welcome and engage all visitors and members who conduct business with the credit union.
  • Authentically engage members and visitors through asking relevant and meaningful questions, identifying their needs and making appropriate product and service recommendations. Perform daily branch operations, including teller transactions, lending, new accounts and assist members with their financial needs.
  • Enhance organization reputation by accepting ownership for accomplishing new and different requests; explore opportunities to add value to job accomplishments.
  • Proactively generate new loan and membership business through branch sales activities, network with local businesses and participate in community events.
  • Actively contribute in the area of continuous quality improvement, solicit and contribute new ideas and methods to improve efficiencies and effectiveness of processes and procedures.
  • Build market position by locating, developing and closing business relationships. Must have the ability to open Business accounts, referring to Member Business Lending for business lending needs.
  • Process loan applications for all consumer lending products as well as Home Equity and Mortgage loans.
  • Promote and effectively demonstrate digital, self-service and assisted self-serve options, with continual education as new products and digital services are introduced.
  • Contribute to and support a positive work environment to ensure an effective, high performing and cohesive team.
  • Adhere to operational, regulatory and security requirements while minimizing losses.
  • Maintain a high level of confidentiality relative to any information received directly or indirectly at all times.
  • Act as a lead in absence of branch manager by assisting and directing the workflow, act as a resource for staff and members to answer complex questions and or resolve non-routine problems that may arise. Perform teller cash audits, review and approve transaction exceptions.
  • Contribute to effective department and credit union operations by performing other related duties as assigned.

    • Qualifications and Education Requirements

  • High school diploma or GED
  • One year of experience in a financial institution performing teller, new accounts and account maintenance
  • One year of consumer lending (personal, Auto and Credit Cards) experience
  • Availability during Saturdays and extended business hours
  • Excellent interpersonal communication skills including effective listening, speaking and writing
  • An understanding of credit fundamentals and underwriting criteria preferred.
  • Must be registered with the Nationwide Mortgage Licensing System (NMLS) within 30 days of hire and comply with the SAFE Act regulations
  • Ability to present, explain and refer products and services
  • Proficient in Microsoft Office applications. Learn and maintain strong level of Kitsap Credit Union's core operating systems and self-service technology (iPhones, Androids, etc.)

    • All roles have 5% potential incentive of base pay

    These positions do not supervise others.

    Working conditions

  • This position will be required to work in an office environment with moderate noise levels, and, with or without reasonable accommodation is required :
  • Must be able to work Saturdays and extended business hours
  • Ability to work in-person at Branches throughout Kitsap, Mason, and Pierce County
  • Must be able to remain in a stationary position for a minimum of 75% of the time
  • Constantly operates a computer and other office productivity machines
  • The person in this position frequently communicates with peers, supervisors, vendors and employees to exchange accurate information and answer questions
  • Works in an indoor office environment but expected to attend meetings in buildings that require travel in outdoor weather conditions

    • Equal Employment Opportunity / Affirmative Action Statement

    Kitsap Credit Union is firmly committed to equality of opportunity for all employees and applicants for employment in accordance with applicable Equal Employment Opportunity / Affirmative Action laws, directives, and legislation.

    Our Values

  • Integrity : We believe in acting with honesty, trust, and respect which are at the forefront of our daily engagement.
  • Responsibility : We believe that responsibility is holding ourselves accountable for our decisions, actions, and their outcomes.
  • Collaboration : We believe in the power of a diverse group of people working together to achieve a united outcome.
  • Authenticity : We believe activities in actions that demonstrate our commitment to be transparent, dependable, and genuine in every day.

    • What We Offer

    Not only are we one of the largest credit unions in Washington State, and growing, but we are also a company that cares about its employees. We back that up for our employees by offering competitive pay and a benefits package that helps support you and your family's lifestyle. We value our employees, and we strive to keep our benefits comprehensive and affordable. Some of our benefits include :

  • Free onsite parking
  • Annual time off and sick time accrued
  • 11 Paid holidays
  • 1 Personal day
  • Medical, Dental, Vision, Short- and Long-term Disability, Life and AD&D Insurance
  • Employee Assistance Program
  • Choose from a PPO medical plan or a High Deductible with a Health Savings Account
  • 3% KCU funded Safe Harbor Contribution to your 401K
  • KCU will match up to 2% of your 401K contributions
  • All 401K contributions are 100% vested
  • Potential annual incentive in all roles within Kitsap Credit Union
  • Tuition reimbursement
  • 8 hours of paid volunteer time off
  • Discounts on KCU's products and services
  • Enjoy unlimited ORCA transit access through KCU for less than $45 a yearyour cost as an employee

    • We believe in the power of belonging it's in our DNA as a not-for-profit, member-

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    Member Specialist • Puyallup, WA, US

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