Member Specialist

Member Specialist

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.

This position is responsible for creating member loyalty by providing exceptional service and deepening member relationships by cross-selling all products and services, and demonstrating digital and self-serve options.

Reports to : Branch Manager

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

Salary Range : $26.47 - $33.09 an hour depending on experience

Bonus Target : 5% potential incentive of base pay

Working Hours : Monday - Friday 9AM - 5PM

Grade : 5BC

Industry : Banking

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

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

Supervisory Status

This position does 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 :

This job description is intended to describe the general nature and level of work being performed by employees in this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required for this position; other duties outside of normal responsibilities may be performed as necessary to meet the needs of the organization. Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.