Member Specialist
Kitsap Credit Union

Job Info

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About Us

Kitsap Credit Union is a not-for-profit, member-owned financial cooperative with more than 300 employees and 16 branches throughout Western Washington. We have a passion for making a positive difference. As a $2 + billion-asset credit union, we are deeply committed to our members' financial wellbeing and the prosperity and quality of life in the communities we serve. We are proud to be led by individuals with the experience and skills to drive our organization towards our goals for strategic growth and operational excellence. Our KCU Cares Foundation program focuses on providing resources and support for those struggling with homelessness or hunger and improving the financial well-being of the people in our communities. And beyond monetary efforts, we have provided thousands of hours in staff volunteerism and in-kind support.

At Kitsap Credit Union, our success is built on trust-based relationships and personalized service. We understand our employees are key to our success. They provide the personalized service to our members and contribute to the communities where we live. We are committed to providing a supportive, mission-driven, and inclusive culture where employees can grow their careers. To learn more, visit kitsapcu.org.

About the Role

Kitsap Credit Union is hiring a full-time Member Specialist to work in-person out of our Poulsbo branch location. This position is responsible for creating member loyalty by providing exceptional service and deepening member relationships by cross-selling all products and services, and demonstrating digital and self-serve options.

Quick Facts

Reports to: Branch Manager

Employment Type: Full-time, hourly, non-exempt, in-person

Salary Range: $25.15 - $33.54/hr depending on experience

Bonus Target: 5% potential incentive of base pay

Working Hours: Monday-Thursday 9AM-5PM, Friday 9AM-6PM, Saturday 9AM-1PM

Grade: 7BC

Industry: Banking

What you will do

• Authentically engage members and visitors through asking relevant and meaningful questions, identifying their needs and making appropriate product and service recommendations. Perform daily branch operations, including teller transactions, lending, new accounts and assist members with their financial needs.
• Proactively generate new loan and membership business through branch sales activities, network with local businesses and participate in community events.
• Build market position by locating, developing and closing business relationships. Must have the ability to open Business accounts, referring to Member Business Lending for business lending needs.
• Process loan applications for all consumer lending products as well as Home Equity and Mortgage loans.
• Promote and effectively demonstrate digital, self-service and assisted self-serve options, with continual education as new products and digital services are introduced.
• Act as a lead in absence of branch manager by assisting and directing the workflow, act as a resource for staff and members to answer complex questions and or resolve non-routine problems that may arise. Perform teller cash audits, review and approve transaction exceptions.

This role may be right for you if you enjoy connecting with people in a customer service environment and enjoy meeting customer needs with tailored service solutions. You pride yourself on your ability to meet each person as an individual, meet personal sales goals, and contribute to team goals. Your previous employers praise your keen eye for detail, and your previous co-workers talk about your ability to see opportunities and act on them. Your friends consider you welcoming, and your family is proud of your ability to coach others in their financial aspirations.

REQUIRED Qualifications and Education

• High school diploma or GED

• One year of experience in a financial institution performing teller, new accounts and account maintenance
• One year of consumer lending (personal, Auto and Credit Cards) experience
• Availability during Saturdays and extended business hours

Preferred Qualifications

• Excellent interpersonal communication skills including effective listening, speaking and writing

• An understanding of credit fundamentals and underwriting criteria preferred.
• Must be registered with the Nationwide Mortgage Licensing System (NMLS) within 30 days of hire and comply with the SAFE Act regulations
• Ability to present, explain and refer products and services
• Proficient in Microsoft Office applications. Learn and maintain strong level of Kitsap Credit Union's core operating systems and self-service technology (iPhones, Androids, etc.)

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:

Careers | Kitsap Credit Union (kitsapcu.org)

• Free onsite parking
• Annual time off and sick time accrued
• 11 Paid holidays
• 1 Personal 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
• Paid Care.com membership

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. If this is the kind of organization, you're looking for.

****** Employment is contingent upon satisfactory credit, background, and reference checks. 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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