Contact Center Member Consultant (Personal Banker)

Posted:
1/2/2025, 9:48:49 AM

Location(s):
Olympia, Washington, United States ⋅ Washington, United States ⋅ Yakima, Washington, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Consulting ⋅ Customer Success & Support ⋅ Sales & Account Management

Workplace Type:
Hybrid

Want your job to feel rewarding and fun? Join our dynamic Contact Center team of Member Consultants for an opportunity to create exceptional member experience through financial needs consulting! In this role, you’ll have the privilege of diving deeper into members’ borrowing needs and understanding their holistic financial picture. You’ll recommend lending solutions, account products, and counsel on credit wellness. Our Contact Center is a unique one! You will not be rushed, you’ll take as much time as the member needs, understanding their journey and advocating for them. You’ll take care of our members, and we will take care of you! Apply now!
 

Your day might include:

  • Working with members to understand their financial and lending needs
  • Making consumer loan product recommendations that align with the member’s goals
  • Meeting members where they’re at: conveying complex information to members in a way they understand
  • Creating a positive and low-effort experience for each member
  • Opening new accounts and troubleshooting, as needed
  • Meeting/exceeding your sales goals, while always keeping the member’s best interest front and center
  • Rolling with change in a dynamic atmosphere
  • Working with Windows PC and multiple web-based applications

What you bring to the team:

  • One (1) year minimum customer service or contact center experience
  • A passion for delivering top-notch service
  • Strong interpersonal and conflict resolution skills: courteous, professional, friendly, empathetic, level-headed and composed
  • Ability to use open-ended questions to obtain information to be able to present, explain and refer products and services to meet the needs of members
  • Ability to calculate figures and percentages

Bonus Points if you have:

  • Six (6) months WSECU Contact Center experience or equivalent
  • Six (6) months of Consumer Lending experience
  • Two (2) years of college and/or contact center experience with a financial background
  • Credit Union experience and understanding of financial regulations

Competitive Base Pay: $23.29 - $34.94 per hour, dependent on relevant qualifications, plus an annual discretionary incentive plan and benefits package

  • The target starting pay for this position is $23.29 - $29.12 per hour, typically within the first half of the range. Actual offers will be based on individual qualifications relevant to the role and will not take an applicant’s pay history into account.
  • The range above allows our employees room for growth through annual merit and other pay increase during their tenure in the position.
     

Position location: 400 Union Ave SE Olympia, WA. Employee must reside and perform all work in the state of Washington. This is a work from home/hybrid position with the exception of occasional on-site training, meetings and specific organization events.

When you’d work: Monday-Friday, between the hours of 7:00 am - 7:00 pm and Saturday 9:00 am - 2:00 pm. Hours vary based on needs of the department and flexible hours are necessary to meet service needs

Working from home/hybrid requirements: 

  • Reliable, high-speed home internet connection
  • Private, confidential workspace, away from distractions and other people
  • Suitable desk/surface and desk chair
     

Perks: Here are a few benefits and perks we offer:

  • Medical, Dental, Vision, and Life Insurance with Premiums paid by WSECU
  • Full-Time Regular employees accrue general leave and sick leave, on a monthly basis
  • Part-Time employees accrue general leave, on a monthly basis
  • 11 Paid Holidays
  • Employer paid Long Term Disability & Long-Term Care plan for Full-Time employees
  • Employer paid Long Term Care plan for Part-Time employees
  • 401(K) with 8.5% Contribution by WSECU to begin 1st quarter after 1 year of service
  • Paid Volunteer Leave
  • Tuition Assistance
  • Employee Assistance Program & Employee Discounts
  • And, you get to work with some awesome people!
     

WSECU is honored to be recognized as the number one credit union in in the state on Forbes magazine’s list of best credit unions in Washington. Members are at the heart of everything we do. Their feedback helps us determine our path and knowing that same member feedback led to this recognition is incredibly rewarding.

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#LI-Hybrid

We look forward to reviewing your application!

All applicants must include a resume.
Visa sponsorship not available.
Contact us at 1.800.562.0999 x11111 with any questions.

We champion our employees’ unique differences because we believe diversity is critical to the success of our members and the communities we serve. We’re proud to provide a workplace based on equality and do not discriminate based on race, color, religion, creed, national origin, ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, or any other legally recognized protected basis under federal, state or local law.


Accommodations are available for applicants with disabilities. If you are an individual with a disability and require a reasonable application to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 800.562.0999 x11111 or email us for assistance.