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: Branch Representative (Bilingual Spanish Preferred)

Functional Area: Retail Branch

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 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!

The Branch Representative is responsible for sales, exceptional customer service skills, and helping members achieve their financial goals. As a Branch Representative, you will be responsible for identifying and meeting member needs, driving sales growth, and contributing to the overall success of the branch, with a commitment to serving all our communities.

WHAT YOU WILL DO:

• Provide exceptional service to members by listening to their needs and sharing features and benefits of appropriate products.
• Cross-sells products and services to best meet members’ needs. 
• Achieves or exceeds all sales and service goals.
• Builds progressive knowledge around all member-facing credit union products and services.
• Assist members with account inquiries, transactions, and problem resolution.
• Educate members on digital tools and services to enhance their financial experience.
• Process transactions accurately and efficiently, including deposits, withdrawals, transfers, and loan payments.
• Adheres to all banking regulations, compliance, and reporting. 
• Ensure compliance with Seattle Credit Union policies, procedures, and regulations.
• Effectively adjusts to changing and evolving priorities and expectations.
• Demonstrates commitment to SCU Values and creating a positive impact on underserved communities.
• Focuses efforts on team success and delivering solutions to members. 
• Bring a solution oriented, growth mindset to challenging situations.  Provides recommendations for improvement to management when appropriate. 
• Maintain regular and punctual attendance.
• Other duties as assigned. 

WHAT YOU WILL BRING:

Basic Qualifications:

• High school diploma or GED; additional education or certifications in finance or sales is a plus
• Six months (6)+ of retail/customer service
• Six months (6)+ in a sales oriented role
• Strong interpersonal and communication skills with the ability to build rapport with members.
• Excellent problem-solving and decision-making abilities.
• Ability to work independently and as part of a team
• Proficiency with Microsoft Office applications (Outlook, Word, Excel, PowerPoint, Visio).

Preferred Qualifications:

• Associates degree or more advanced degree.
• Fluent in Spanish. 
• Financial Institution background, especially Credit Union experience.
• Six months (6)+ or more, of previous financial institution experience working with sales goals, referral goals, appointment or member attainment goals or up selling products.
• Comprehensive knowledge of state and federal regulations such as Reg. B, Reg. E, Reg. D, Reg. CC, Reg Z, and the Bank Secrecy Act.

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.
• Team members may attend special off-hour meetings and seminars.
• The nature of work may include prolonged periods sitting at a desk, standing, and working on a computer.

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.