Member Relationship Consultant (Universal Banker)

Peninsula Credit Union - Port Townsend, WA

Full-time - Entry Level

Port Townsend, WA

Credit Intermediation and Related Activities

About the position

As a Member Relationship Consultant (MRC) at Peninsula Credit Union, you will serve as a financial representative to our members and the public, providing a variety of transaction services including consumer loan interviewing, loan disbursal, opening accounts, and servicing existing accounts. MRCs also perform teller transactions and are integral to supporting our sales and service culture by pursuing product and service opportunities through follow-up calls, referrals, and other methods according to sales expectations. This position is ideal for individuals who are passionate about making a difference in the financial lives of our members and enjoy working in a team-oriented environment.

Responsibilities

• Provide a variety of transaction services to members including loan interviewing, loan disbursal, opening accounts, and servicing existing accounts.
• Perform teller transactions as needed.
• Engage in the cross-sell of deposit and lending products and services, consistently meeting assigned goals.
• Develop valued relationships by establishing rapport to ensure continued financial partnerships.
• Deliver and package support for deposit and consumer loan accounts, business accounts, safe deposit boxes, collections, and wires.
• Participate in and support the credit union's sales and service culture through follow-up calls, referrals, and other methods.

Requirements

• Experience in consumer lending and opening new accounts.
• Strong people skills and ability to work with the public in a professional service environment.
• Proven service skills and ability to effectively promote credit union products and services.
• Cash handling and sales experience preferred.

Benefits

• Generous PTO (Paid Time Off)
• 11 Paid Holidays
• Paid Bereavement Leave
• Paid Jury Duty Leave
• 401k match up to 50% of 8%
• Mortgage Discounts
• Company Paid Long Term Disability & Life Insurance
• Full Medical, Vision, & Dental benefits for the Employee
• Employee Assistant Program (EAP)
• Incentive Opportunities
• Brand Wear Allowance
• Educational Reimbursement Program
• Flexible Spending Accounts (FSA)