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WECU · 1 day ago

Service Consultant

Mount Vernon, WA, US

Full-time

Onsite

Entry Level

$21/hr - $28.02/hr

1+ years exp

WECU is a not-for-profit financial cooperative seeking a Service Consultant (Teller) to join their Mount Vernon Financial Center. The role involves processing member transactions, providing exceptional service, and achieving sales targets while maintaining product knowledge and compliance with security procedures.

Consumer LendingCreditCredit CardsFinancial Services

Responsibilities

Assess member needs: Engage in meaningful conversations to understand member goals and recommend tailored product solutions to meet their needs

Achieve sales targets: Through adherence to WECU’s sales strategy, consistently meet individual and team sales goals and track referral activity. Prioritize 'Selling through Service' to drive product adoption and long-term relationships

Build trust and engagement: Follow up with members to ensure satisfaction, address any additional needs, and maintain ongoing communication to position WECU as their first choice for future financial products and services

Maintain product knowledge: Continuously enhance expertise in all WECU products and services and actively assist members in obtaining and using them

Demonstrate core values: Show unwavering dedication to WECU’s Core Values and Organizational Behaviors including ‘Show Up to Serve’ by bringing enthusiasm to the role and treating each person professionally, with warmth, courtesy, timeliness and respect

Provide exceptional service: To achieve NPS member loyalty goals, offer personalized advice, clear explanations and accurate service, ensuring members understand the value of WECU and how our products and services fit into their financial plans

Resolve member concerns: Address issues with action and effectiveness, ensuring a positive experience and a continued trusted relationship

Process a wide variety of financial transactions including but not limited to deposits, withdrawals, transfers, loan payments and wire transfers

Able to handle cash transactions quickly and accurately

Process Safe Deposit Box entries

Manage attendance and schedule availability to support branch needs

Perform other member service functions as needed and assist others to complete tasks and work assignments

Perform other duties as assigned

Understand and comply with branch security procedures at all times

Employ sound judgment, maintaining knowledge of and adhering to all accuracy standards described in internal and external policies and procedures

Follow WECU’s policies and all applicable laws and regulations

Qualification

Customer service experienceSales experienceFinancial transactions processingBilingual SpanishCommunication skillsProblem-solving skillsTeam collaboration