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Money Management Coach - Personal Banker - Universal Associate

Company: Harborstone Credit Union
Location: Seattle
Posted on: January 13, 2021

Job Description:

Overview:Effectively develops relationships with new and existing members by serving with empathy and utilizing the Harborstone Member Money Map to understand member needs, their relationships with money, and their saving and spending habits. Proactively manages member relationships by putting member's financial needs in the center of the conversation at every interaction. Advocates for members' financial empowerment as stated in the Harborstone Commitment Statement to support around everyday spending, building savings, and leveraging credit wisely. Engages members by following Harborstone's 360 Relationship Portfolio Onboarding program (2:2:2) to ensure members realize the most benefits from their Harborstone membership. Supports the mission of creating thriving communities by referring Harborstone products and services to retail and business members. Maintains extensive product knowledge to include those provided through all business units and third parties.This position requires Money Management Coaches to communicate effectively by Member's preferred communication channel, either in person, by phone, or by email. Often times, excellent communication skills by phone or email are required to proactively reach out to members regarding specials and promotions which contribute to their overall financial wellbeing. The job functions are not scripted; it requires strong interviewing, listening, empath, and advocacy skills which are influenced by your unique personality and strengths.The right candidate will possess the ability to interact in person as well make outbound calls to create member interactions and cultivate new opportunities within existing members. The role will manage an assigned portfolio of members and be accountable for revenue retention and growth by building member relationships, assessing solutions for, and expanding the membership portfolio.Maintains focus on the mission and purpose of Harborstone and makes appropriate recommendations and decisions for lending, deposit, and service charge requests that balance the needs of the member with the needs of the membership and promotes a growing financial cooperative. Refers products and services that expressly meet members' goals, financial dreams, and reduce money stresses by considering the long term impact of credit and deposit products to the member. Strategizes and develops plans with Branch Manager to positively impact prosperity for members and businesses in the branch's market. Participates in community events as an ambassador to build recognition and share Harborstone's mission and purpose in the community.Responsibilities:Effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization (Trust, Advocacy, Prosperity, Equity, Empathy, and Simplicity). Consistently advocates for Harborstone's members, offering opportunities for financial equity and prosperity and the tools necessary to help them thrive. Demonstrates value and difference by expertly informing our communities of effective financial products, services, and solutions to help them attain their full potential.Qualifications:* Passionate about Financial Empowerment.* Conducts oneself with professionalism and respect for others.* Advocates for members and the financial cooperative daily.* Intentionally chooses to approach every interaction with empathy and advocacy, prioritizing member's needs always.* Seeks opportunity for learning daily.* Adapts positively and embraces evolving, changing environments.* Supports team members by sharing knowledge and contributing to achievement of Harborstone's Member Experience Expectations in all areas of the branch as needed.* Builds trust by proactively working to do the right things with accuracy.* Knowledge of basic technology, bookkeeping principles, and personal finance practices.* Has business and financial acumen required to make appropriate decisions and recommendations that balance the needs of the member with the needs of the membership and promotes a growing financial cooperative.* Proactive time management to ensure high production and successful results are achieved.* Effectively tracks activities, results, and outcomes.* Thorough understanding and knowledge of everyday life events and the related guidance, products, and services that provide proactive, positive, support to the associated financial impacts.* Seeks opportunity for cross-selling other credit union products and services as appropriate.* Keeps up to date on economic market conditions both locally and nationally to best support the financial success of our members.* Is bondable.Desired Qualifications:* Expert level knowledge of Harborstone and Business Partner's/Vendor's/CUSO's partnership and processes.* Deliberately works to develop and cultivate a growth mindset.* Ability to understand, leverage, and build upon your key strengths to help in the overall success of the cooperative, as part of ongoing personal and professional development.* Understand Harborstone's 5-Year Strategic Plan, yearly Business Plan and Thematic Goal and the strategies required to achieve successful results for the cooperative.

Keywords: Harborstone Credit Union, Seattle , Money Management Coach - Personal Banker - Universal Associate, Accounting, Auditing , Seattle, Washington

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