Seattle Credit Union is dedicated to helping our members achieve financial prosperity by providing education and banking services that meet their personal goals. We are Inclusive, Inventive and Invested. We are Seattle Credit Union - we build strong and trusting relationships in service of our Mission.
JOB TITLE: Senior Branch Representative
Functional Area: Retail Branch Network
Department: Member Experience
FLSA Status: Non-Exempt
Seattle Credit Union is proud to be intentional in recruiting, hiring, and promoting a workplace that is inclusive. We are an Equal Opportunity/Affirmative Action Employer that celebrates our collective differences and encourages all to apply, including those with different background, disability, age, ethnicity, race, religion, gender identity, sexual orientation, national origin, or veteran status protected by applicable federal, state, or local law.
ABOUT THE ROLE:
Seattle Credit Union is dedicated to helping our members achieve financial prosperity by providing education and banking services that meet their personal goals. We are Inclusive, Inventive and Invested. We are Seattle Credit Union - we build strong and trusting relationships in service of our Mission.
We are looking for a Senior Branch Representative who is driven to make a positive impact on the employee and member experience. You are a forward thinker with a bias for action. You have a relentless pursuit of excellence while bringing others along. You do not settle for mediocrity and are comfortable with challenging the status quo. If you’re always looking for more efficient and innovative ways of working, are thoughtful, intentional, and collaborative, we would love to talk to you!
As a highly motivated Senior Branch Representative you will demonstrate sales, leadership skills, and an unwavering commitment to member service. You have an eye for personal finance and advising others to prosperity. You will be key to the branch's sales success, serve as an informal mentor to more junior staff, and ensure Seattle Credit Union meets its financial performance goals.
WHAT YOU WILL DO:
- Serve as a consultant to members regarding financial wellness by actively listening and identifying appropriate aligned products, knowledge, and solutions.
- Lead by example in promoting and selling credit union products and services, including loans, deposits, CD’s, and estate planning.
- Achieves or exceeds all sales and service goals.
- Ensure compliance with Seattle Credit Union policies, procedures, and regulations.
- Demonstrates commitment to SCU Values.
- Act as an informal mentor and coach for less seasoned teammates to support high performance and professional development.
- Participate in resolution of reported member issues and concerns member escalations.
- Develop and maintain strong relationships with key members and community partners.
- Advocate for and educate members on digital banking tools and services.
- Identify and pursue new business opportunities within the community.
- Represent the credit union at community events and networking functions.
- Efficiently produce quality work with varying levels of difficulty and turnaround times.
- Effectively adjusts to changing and evolving priorities and expectations.
- Establishes and maintains collaborative relationships with all levels of teammates across the organization.
- Maintain regular and punctual attendance.
- Other duties as assigned.
WHAT YOU WILL BRING:
Basic Qualifications:
- High School diploma, GED, or equivalent training/experience.
- One (1)+ year of experience in retail banking or credit union.
- Proven track record with financial sales products.
- Comprehensive knowledge of the state and federal regulations such as Reg. B, Reg. E, Reg. D, Reg. CC, Reg. Z, and the Bank Secrecy Act.
- Exceptional interpersonal and communication skills with the ability to inspire and motivate others.
- Progressive thinker with excellent problem-solving and decision-making abilities.
- Proficiency with Microsoft Office applications (Outlook, Word, Excel, PowerPoint, Visio).
Preferred Qualifications:
- Associate degree, or higher, in business or related field.
- Fluent in Spanish.
- Proficiency in leading or coaching fellow employees.
- Six (6)+ months or more experience within a Credit Union environment.
- Formally trained in equity and inclusion, or equivalent experience.
- Additional financial institution experience.
Working Conditions:
- This is an in-branch role in the Greater Seattle area of Washington State. We serve members all days of the week except Sunday and limited hours on Saturday.
- The nature of work may include prolonged periods sitting at a desk, standing, and working on a computer.
- Team members may attend special off-hour meetings and seminars.
Benefits:
Seattle Credit Union supports and invests in our employees. We offer many great benefits including zero contribution medical, dental, and vision plans for our employees. Additionally, SCU offers a generous paid time off program as well as a 401k plan with a dollar-for-dollar employer match up to 5%.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skills and/or abilities required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.