Member Consultant II

How would you like to be a part of an organization that has a passion for education and encourages employee development? Whose culture is vibrant and where creative ideas are put into action on a daily basis. That s Inspirus; where we put our Members first! We re looking for dynamic, passionate, engaged employees who value doing what s right for our members and takes pride in knowing that our success depends on the communities we serve and support. Under the general supervision of the Branch Manager, the Member Consultant II brings world class member service in providing a consultative approach to finding solutions for members financial needs. This member facing position s primary goal is to deepen and manage member relationships. Essential Job Functions Facilitate new loan application process and communicate lending decision Open new member accounts Perform account maintenance on existing member accounts Identify member financial needs and present all appropriate options by working with appropriate business partners (underwriters, lending sales specialists, etc.) Respond to member inquiries and concerns; take ownership of member concerns and provide prompt follow-up/resolution Recognize and refer cross-sell opportunities Perform a variety of financial transactions and maintenance including deposits, withdrawals, transfers, and payments for all account types Ability to independently analyze, research and resolve medium to high complexity problems. Work independently to resolve problems Maintain knowledge of credit union products, services, policies and procedures and communicate them effectively Engage members in the lobby to assist, educate and train members on how to use lobby technology Share the features and benefits of Credit Union products and services Help maintain and foster a positive and fun working environment Serve as resource or Subject Matter Expert for team May train other Personal Financial Representatives Perform other duties as assigned Qualification Required 5+ years of experience in banking/lending with increasing levels of responsibility Proven ability to establish credibility and rapport, friendly and personable and look for ways to benefit the member s financial relationship in person Comfortable asking questions/interviewing members about their financial situation; strong listening skills Advance knowledge of features and benefits of credit union products and services Proven ability to multi-task, handle a wide range of assignments, and work with a sense of urgency A strong attention to detail and accuracy with numbers Intermediate to advanced knowledge regulatory rules and credit union policies Proven proficiency with MS Office Suites Excellent written and verbal communication skills Qualifications Desired College/University degree Working Conditions This job requires the ability to use desktop computers, ability to work in a structured environment for long periods of time. Our employees enjoy many benefits: Competitive salary 200% match on your 401(k) up to 6% of your pay Generous medical, dental, disability and life insurance plans Tuition Reimbursement Free Parking or Free Orca Bus Pass A friendly, professional work environment The opportunity to work at a place of integrity, where member service is emphasized Employment for this role is contingent on background, credit, and reference checks. Equal Opportunity Employer