Service Consultant

Job description

WECU is seeking a full-time Service Consultant (Teller) to join our Fountain branch located in Bellingham , WA . This individual will strive to make a meaningful difference in member’s lives as defined by WECU’s mission and vision. This position is responsible for processing a wide variety of member transactions, while consistently referring members for other financial services. RESPONSIBILITIES: Sales Expectations - Assess member needs: Engage in meaningful conversations to understand member goals and recommend tailored product solutions to meet their needs. - Achieve sales targets: Through adherence to WECU’s sales strategy, consistently meet individual and team sales goals and track referral activity. Prioritize "Selling through Service" to drive product adoption and long-term relationships. - Build trust and engagement: Follow up with members to ensure satisfaction, address any additional needs, and maintain ongoing communication to position WECU as their first choice for future financial products and services. - Maintain product knowledge: Continuously enhance expertise in all WECU products and services and actively assist members in obtaining and using them. Service Expectati...