Member Relationship Consultant

1 week ago

Port Townsend, Washington, United States Peninsula Credit Union Full time

This position runs congruent with the MSR position in Port Townsend. We will be recruiting for both MSR and MRC positions and will only be filling one.

Are you ready to join an organization where you can make a difference in your members' financial lives every day? Do you have experience in consumer lending and opening new accounts? If you are looking for a career in a team-oriented environment and your passions are aligned with Peninsula Credit Union's mission of "We listen, we serve, we educate, we care....Always" then this is the position for you

Our Member Relationship Consultant (MRC), sometimes called a Universal Banker, performs as a Credit Union financial representative to the membership and public by providing a variety of transaction services including consumer loan interviewing, loan disbursal, opening accounts, and servicing existing accounts. MRC's also perform teller transactions. MRC's participate in and support PCU's sales and service culture by pursuing product and service opportunities through follow-up calls, referrals, and other methods according to sales expectations.

Qualified candidates must possess strong people skills and enjoy working with the public in a professional service environment. Proven service skills and the ability to effectively promote credit union products and services are essential. Cash handling and sales experience preferred.

As a Member Relationship Consultant with Peninsula Credit Union, you will have the opportunity to:

  • 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 CU sales and service culture through follow-up calls, referrals, and other methods, according to sales expectations.

Knowledge, Skills, and Abilities desired:

  • Actively engages in the cross-sell of deposit and lending products and services; consistently meeting assigned goals.
  • Provide a variety of transaction services to members including loan interviewing, loan disbursal, opening accounts, and servicing existing accounts.
  • Assist members to complete transactions (i.e. deposits, withdrawals, loan payments, and transfers) including cash handling.

Peninsula Credit Union strives to provide excellent benefit options to meet our employee's long and short term goals. We offer benefit packages to our employees that work 35 or more hours per week including:

  • 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)

We listen, we serve, we educate, we

That's our mission statement, and we live by it here at Peninsula. We're conscious of our roots, mindful of our responsibilities, and energized by our mission to help our members navigate an increasingly complex financial world.

Peninsula Credit Union is an equal opportunity employer. All qualified applicants for employment will receive consideration without discrimination because of sex, marital status, race, color, religion, national origin, age, military status, disability, genetic information or any other protected status.

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