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Member Associate III

Member Associate III

KCUPoulsbo, WA, US
30+ days ago
Job type
  • Full-time
Job description

Member Associate III

Kitsap Credit Union is a not-for-profit, member-owned financial cooperative with more than 300 employees and 14 branches throughout Western Washington. We have a passion for making a positive difference. As a $2 + billion-asset credit union, we are deeply committed to our members' financial wellbeing and the prosperity and quality of life in the communities we serve. We are proud to be led by individuals with the experience and skills to drive our organization towards our goals for strategic growth and operational excellence. Our KCU Cares Foundation program focuses on providing resources and support for those struggling with homelessness or hunger and improving the financial well-being of the people in our communities. And beyond monetary efforts, we have provided thousands of hours in staff volunteerism and in-kind support.

At Kitsap Credit Union, our success is built on trust-based relationships and personalized service. We understand our employees are key to our success. They provide the personalized service to our members and contribute to the communities where we live. We are committed to providing a supportive, mission-driven, and inclusive culture where employees can grow their careers.

Kitsap Credit Union is hiring a full-time hourly Member Associate III to work in-person out of our Poulsbo location. This position is responsible for assisting members with financial transactions and new accounts as well as offering and demonstrating all-digital, remote, and self-serve options.

Reports to : Branch Manager

Employment Type : Full-time, hourly, non-exempt, in-person

Salary Range : $23.77 - $28 an hour depending on experience

Bonus Target : 5% potential incentive of base pay

Working Hours : Monday - Thursday 9am - 5, Friday 9am - 6pm, Saturday 9am - 1pm

Grade : 6BC

Industry : Banking

Job Functions : Tellering, Teller, Banker, Banking, Member Representative

Essential Duties and Responsibilities :

  • 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 of financial institution experience with new accounts and consumer lending experience (HE / HELOC experience preferred but not required).
  • 1 year of cash handling, customer service, and / or retail sales experience.
  • Must be able to work Saturdays and extended business hours.
  • Identify and contribute new ideas and methods to improve efficiencies and effectiveness of processes and procedures.
  • 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.
  • 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 :

    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 floating 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-owned cooperative. Our un-bank-like structure ensures that we remain all about people : our members, our employees, and the people in the communities where we live and work. We work hard to provide a collaborative and inclusive environment where you can grow and excel in your career.

    We are dedicated to serving our members by providing personalized experiences, convenient access, and highly competitive products and services. But it goes much deeper than that. For more than 86 years, we have been relentless about making a positive difference in our communities. We understand that when our members and communities succeed, we all succeed, and that success can't happen without great employees.

    Employment is contingent upon satisfactory background check. Kitsap Credit Union is an Equal Opportunity Employer. All qualified applicants for employment will receive consideration without regard to sex, marital status, race, color, religion, national origin, age, veteran status, disability, genetic information, or any other protected status.

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    Associate Iii • Poulsbo, WA, US

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