Relationship Officer at WECU

Bellingham, Washington, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Sep, 26

Salary

35.58

Posted On

02 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Customer Service, Financial Product Knowledge, Account Maintenance, Loan Processing, Relationship Management, Communication, Notary Public Services, Regulatory Compliance, Problem Solving, Spanish Bilingualism

Industry

Banking

Description

WECU is seeking a Relationship Officer to join our Fairhaven branch in Bellingham, WA. This position is responsible for processing a wide variety of member transactions including opening and maintaining all account types and loan offerings. Through effective communication with prospective and current members, this individual sells credit union products and services to achieve organization goals and better the lives of our membership. RESPONSIBILITIES: Sales Expectations * Assess member needs: Engage in meaningful conversations to understand member goals and recommend tailored product solutions that maximize value through bundling. * 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 to fully understand all WECU products and services and actively assist members in obtaining and using them. Service Expectations * Demonstrate core values: Show unwavering dedication to WECU’s Core Values and Organizational Behaviors including ‘Show Up to Serve’ by bringing enthusiasm to the role and treating each person professionally, with warmth, courtesy, timeliness and respect. * Provide exceptional service: To achieve NPS member loyalty goals, offer personalized advice, clear explanations and accurate service, ensuring members understand the value of WECU and how our products and services fit into their financial plans. * Resolve member concerns: Address issues with action and effectiveness, ensuring a positive experience and a continued trusted relationship. Operational Activities * Along with Service Consultants, support the Financial Center as needed by processing a wide variety of transactions including but not limited to deposits, withdrawals, transfers, loan payments and wire transfers. * Process Safe Deposit Box rental, access, maintenance, and closure. * Provide Notary Public services. * Provide account origination and maintenance services to both consumers and businesses. * Assist members with consumer loan needs including applications and funding. * Manage attendance and schedule availability to support branch appointments and walk-ins. * Perform other member service functions as needed and assist others to complete tasks and work assignments. * Perform other duties as assigned. Security and Regulatory Duties * Understand and comply with branch security procedures at all times. * Employ sound judgment, maintaining knowledge of and adhering to all accuracy standards described in internal and external policies and procedures. * Follow WECU’s policies and all applicable laws and regulations. QUALIFICATIONS: * High school diploma or general education degree (GED) required. Minimum 1 year experience as a WECU Service Consultant or related experience in a similar role at a financial institution or 3 years customer facing sales experience. * Relevant training and/or lending experience in a credit union, bank, or other financial institution preferred. * Bi-lingual Spanish a plus. * Possess and/or obtain a Notary Public License. NOTE: Job descriptions are not intended and should not be construed to be exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job. COMPENSATION: The salary range for this position is from $25.20 to $35.58 per hour. WECU provides a comprehensive benefits package that includes robust medical, dental, and vision benefits with low employee premiums, 401(k) retirement plan with an 8% annual contribution from WECU, bonus plan, two or more weeks of vacation, up to 11 paid holidays, paid life and disability insurance, annual wellness benefit, loan discounts, professional development, and much more. ABOUT WECU: WECU is a not-for-profit financial cooperative where members are encouraged to save and borrow responsibly at fair and competitive rates. Headquartered in Bellingham, WA, WECU has over 160,000 members and over $3.0 billion dollars in assets. It is WECU's mission to make a meaningful difference in the lives of our members. We strive to treat both members and staff with honesty and integrity and to be a socially responsible part of our community. WECU also endeavors to be an employer of choice. WECU is an Equal Opportunity Employer that is committed to diversity and inclusion in the workplace. We make employment decisions based on merit and qualifications and seek to have the best qualified person in every job. WECU policy prohibits discrimination based on race, color, religion, creed, sex, gender, sexual orientation, gender identity, marital status, age, national origin, or ancestry, physical or mental disability, veteran status, genetic characteristics or information, or any other consideration made unlawful by federal, state, or local laws. WECU participates in the federal E-Verify program to confirm the identity and employment authorization of all new hires.

Responsibilities

The Relationship Officer is responsible for processing member transactions, opening accounts, and selling credit union products to meet organizational goals. They provide personalized financial advice and handle operational tasks such as loan applications and notary services.