Money Management Coach - Personal Banker - Universal Associate
Company: Harborstone Credit Union
Location: Seattle
Posted on: January 13, 2021
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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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