Member Relationship Consultant; Universal Banker
Listed on 2025-12-31
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Finance & Banking
Bank Customer Service, Financial Sales
Join to apply for the Member Relationship Consultant (Universal Banker) role at Peninsula Credit Union
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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.
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.
Responsibilities & Duties- Perform consumer loan interviewing, loan disbursal, opening new accounts, servicing existing accounts, and teller transactions.
- Deliver and package support for deposit and consumer loan accounts, business accounts, safe deposit boxes, collections and wires.
- 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.
- Strong people skills and enjoyment of working with the public in a professional service environment.
- Proven service skills and the ability to effectively promote credit union products and services.
- Cash handling and sales experience preferred.
- Actively engages in the cross-sell of deposit and lending products and services; consistently meeting assigned goals.
- Provides a variety of transaction services to members including loan interviewing, loan disbursal, opening accounts, and servicing existing accounts.
- Assists members to complete transactions (i.e., deposits, withdrawals, loan payments, and transfers) including cash handling.
- Generous PTO (Paid Time Off)
- 11 Paid Holidays
- Paid Bereavement Leave
- Paid Jury Duty Leave
- 401(k) 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)
Entry level
Employment TypeFull-time
Job FunctionBusiness Development and Sales
We listen, we serve, we educate, we care...always. That's our mission statement, and we live by it here are 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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