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Retail Experience Specialist
Retail Experience SpecialistKCU • Bremerton, WA, US
Retail Experience Specialist

Retail Experience Specialist

KCU • Bremerton, WA, US
9 days ago
Job type
  • Full-time
Job description

Retail Experience Specialist

Kitsap Credit Union is searching for a Retail Experience Specialist. This role plays a vital role in ensuring consistent, high-quality member experience across all retail locations. This position serves as the subject matter expert for in-person procedural execution, helping branches deliver service excellence and operational consistency. Acting as a bridge between strategic initiatives and frontline execution, the Specialist helps translates vision into everyday practices that drive member satisfaction, operational effectiveness, and revenue growth. This role is highly visible in the branches, conducting on-site assessments, coaching teams, and partnering with the Training department to close gaps and reinforce best practices.

Reports to : Retail Experience Manager

Employment Type : Full-time, hourly, non-exempt, hybrid

Salary Range : $33.62 - $42.03 / hour depending on experience

Bonus Target : 7% potential incentive of base pay

Working Hours : Monday - Friday 8AM - 5PM

Grade : 9BC

Industry : Banking

Key Responsibilities :

  • Enhance branch engagement & member experience.
  • Serve as communication expert for all things retail.
  • Function as an in-person resource across branches, supporting frontline teams in delivering consistent, high-quality member service.
  • Conduct regular branch-level assessments to evaluate procedural execution, service delivery, and operational consistency.
  • Identify gaps and opportunities, providing actionable feedback to the Training department to inform coaching and development.
  • Champion consistent execution of service standards aligned with enterprise member experience goals.
  • Reinforce best practices and ensure alignment with strategic initiatives through hands-on coaching and support.
  • Promote a culture of excellence, helping teams understand and embody the credit union's values in every member interaction.
  • Share success stories and feedback from the field to inform continuous improvement efforts.

Strategic Alignment & Execution :

  • Act as a critical link between strategic goals and frontline operations, translating initiatives into practical, daily actions.
  • Support rollout and adoption of new procedures, tools, and service expectations through in-person guidance and follow-up.
  • Partner with leadership and cross-functional teams (Training, Compliance, Marketing) to ensure consistency in messaging, execution, and member experience.
  • Monitor and report on branch performance trends related to consistency, service quality, and member satisfaction.
  • Help drive outcomes that contribute to revenue growth through improved service delivery and operational excellence.
  • Subject Matter Expertise :

  • Be the go-to expert for procedural execution and service consistency across retail branches.
  • Ensure frontline teams understand and apply procedures correctly, minimizing errors and enhancing member trust.
  • Provide real-time coaching and support to ensure things are done right the first time.
  • Collaborate with Training to refine materials and delivery based on field observations and feedback.
  • Coordinate and respond to Audit
  • Success Measures :

  • Improved consistency in service delivery across all channels.
  • Positive trends in member satisfaction and staff engagement metrics.
  • Successful adoption of new initiatives and operational changes.
  • Documented contributions to revenue growth and operational efficiency.
  • Recognition as a trusted resource and strategic partner by both frontline teams and leadership.
  • Required Qualifications and Education :

  • High School diploma or GED required.
  • Minimum three years of customer service experience.
  • At least two years of experience in a financial institution.
  • Strong verbal and written communication skills.
  • Excellent organizational skills and ability to manage multiple priorities.
  • Ability to build trust and positive relationships with branch teams.
  • Strong analytical skills with the ability to interpret financial and operational data to inform decision-making.
  • Ability to create clear, professional documentation and reports for diverse audiences.
  • Proficient in Microsoft Office applications.
  • Demonstrated ability to model and represent KCU's core values.
  • Preferred Qualifications :

  • Prior experience with Episys, Meridian ink, and Salesforce Financial Services Cloud (FSC).
  • Supervisory Status :

    This position does not supervise others.

    Working Conditions :

  • Ability to work regularly scheduled days in accordance with the needs of the credit union and the branches / department, including Saturdays and extended business hours.
  • Frequent travel to branch locations for assessments, coaching, and meetings.
  • Office and branch environments with moderate noise levels.
  • Must be able to remain stationary for extended periods and move throughout branch locations.
  • Regular use of computers, mobile devices, and office equipment.
  • Frequent communication with peers, supervisors, and frontline staff.
  • Works in an indoor office environment but expected to attend meetings in buildings that require travel in outdoor weather conditions.
  • 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 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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    Retail Specialist • Bremerton, WA, US

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