Wellness Consultant

Job Overview Verity is hiring for a Member Consultant II at our Alderwood Branch. At Verity, we empower our member’s financial lives and create vibrant communities. Since 1933, Verity has been a local member‑owned credit union. We are also the only financial institution in the Pacific Northwest that is a part of the Global Alliance for Banking on Values (GABV). How You Can Make a Difference The Member Consultant II is responsible for enhancing our members’ lives by creating trusted relationships. This position will bring our experience standards to life in every interaction by making it easy to do business, finding ways to say “yes”, and valuing our members’ time. The Member Consultant II is primarily responsible for all member engagement including loan and account origination, new member onboarding, and cross‑selling additional products and services to empower our members’ financial lives. This position will also assist with in‑branch transactions and member service requests to ensure a seamless member experience. This individual will be agile and service‑focused, thrive in a dynamic team environment, and possess exceptional interactive communication, decision‑making and problem‑solving skills. Compensation and Benefits Base Pay: Salary range $26.61 to $39.92, midpoint $33.27. Commission / Incentive Pay: Eligible for monthly and quarterly bonuses. Paid Time Off: 11 paid holidays per year; PTO accrues immediately at 20 days per year. Benefits: Medical, dental, vision, and basic life insurance with a no‑cost option for employee‑only coverage. Eligible for 401(k) plan with employer match up to 6%. Other Benefits: Annual cash bonuses up to 1% and a 1% profit‑sharing bonus to 401(k) accounts based on company performance. Great Perks: Wellness subsidy, transportation reimbursement, and education reimbursement. Essential Job Functions Adhere to the Verity Experience Process in every member interaction. Listen to the member to understand their goals and help them build a plan to take action. Originate, process, and onboard new members. Originate, process and fund consumer, mortgage, and business loans. Capture relevant member information and input it into our CRM system. Protect our members’ confidence by adhering to security and compliance procedures. Value members’ time by accurately and efficiently processing transactions including wires, payments, and IRA distributions. Assists with branch operations, audits, and opening/closing procedures. Collaborates with branch team to achieve individual and team goals. Perform other job‑related duties as assigned. Qualifications and Requirements Minimum of a high school diploma or equivalent. Minimum of 2 years experience in a financial institution. Minimum of 3 years of customer service experience. Knowledge, Skills and Abilities Communication Proficiency: Clear verbal and written communication, ability to break down complex ideas, actively listen, and paraphrase effectively. Analytical Thinking: Carefully review and analyze situations, data, and documents to identify opportunities and potential risks. Problem Solving: Anticipate, identify, and define problems; seek root causes and implement practical solutions. Social Intelligence: Demonstrate empathy, emotional intelligence, and self‑awareness in interactions with advanced cross‑selling and relationship‑building abilities. Initiative: Actively seek opportunities to contribute, work independently with purpose and ownership. Collaborative: Collaborate with teammates, offer assistance for mutual improvement with a pursuit of common missions, vision, values, and mutual goals. Member‑focused: Committed to providing an excellent member experience, anticipate and understand member needs to provide sound recommendations. Detail‑oriented: Accurately follow procedures, identify improvements. Technical Skills: In‑depth understanding of systems for transactions, research, and issue resolution, with ability to assist members and peers. Integrity: Prioritize honesty, respect member confidentiality, inspire trust. Self‑Management: Accountable for time and task organization, stress management, and positive relationship maintenance. Advanced Sales and Cross‑Selling: Anticipate needs and identify opportunities to share the benefits of our products and refer members to additional products based on those needs. Physical Considerations Effectively communicate with diverse staff, members, and vendors. Ability to travel within a assigned market. Ability to lift and carry 50 pounds. Working Conditions Sitting or standing for long periods of time. Working on computers for a long period of time in an office environment. At‑Will Employment Statement Washington is an At‑Will Employment State. Your employment is “at will”, meaning you are free to resign at any time, for any reason, with or without notice. Verity Credit Union is also free to conclude the employment relationship with you at any time, for any reason, with or without notice. No statement or promise by a credit union representative or board member may be interpreted as a change in the “at will” policy, nor would it constitute an employment or other contractual agreement. #J-18808-Ljbffr