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Community Member Consultant - Yakima Valley

Role overview

Qualifications

  • Minimum of 1–2 years in a financial services or community engagement role
  • Fluent in both English and Spanish
  • Strong interpersonal, presentation, and customer service skills
  • Bachelor’s degree preferred, particularly in business, finance, social sciences, or related fields

Responsibilities

  • Build and maintain relationships with local organizations, schools, and nonprofits
  • Lead financial education workshops and community events
  • Provide expert guidance on financial products and services
  • Support CDFI-related initiatives and impact tracking

Key facts

Other skills

  • Customer Service
  • Strategic Thinking
  • Social Skills
  • Problem Solving
  • Relationship Management
  • Microsoft Office
  • Communication
  • Teamwork
  • Reliability
  • Adaptability

About the company

Seattle Credit Union logo

Seattle Credit Union

We’re Seattle’s credit union, and whether you’re a local or new to Seattle, we’re your partner in growth and prosperity. We’ve been part of Seattle since 1933, investing in our collective future, helping fuel the economy, and supporting our diverse communities through boom and bust. We’re here for the long haul, helping individuals and families thrive, and small businesses flourish. Whether you’re saving for college or retirement, buying a home or a car, or ready to be a U.S. citizen, we’re here. We have a history of supporting underserved and low-income communities, believing inclusion improves and strengthens our city. As a credit union member, your interest is our interest. We’re member-owned, and you elect our board of directors and supervisory committee, which in turn oversee our professional staff. Stop by any branch to learn about our competitive products, low fees, higher savings rates, and how our personalized service can help you with your financial strategy. We’re proud of our northwest roots, and we’ll continue to seed your hopes and dreams with the ideal of helping the entire Puget Sound region prosper. Federally insured by NCUA | Equal Housing Opportunity Lender

Company details

Company size51 - 200

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Job description

Seattle Credit Union is dedicated to helping our members achieve financial prosperity by providing education and banking services that meet their personal goals. We are Inclusive, Inventive and Invested. We are Seattle Credit Union - we build strong and trusting relationships in service of our Mission. Seattle Credit Union is proud to be intentional in recruiting, hiring, and promoting a workplace that is inclusive.



JOB TITLE: Community Member Consultant (Yakima Valley)

FLSA Status: Non-Exempt


WHY JOIN US?

Seattle Credit Union is proud to be an employer committed to the growth and prosperity of its employees, members, and the community. We work in a culture where voices are amplified to drive meaningful change and generate non-stop impact. We offer a comprehensive total rewards package, such as employee-paid medical benefits, 401k matching, and generous time off, such as for volunteering and even to celebrate your birthday! We provide opportunities for employees to learn and grow while fostering an inclusive work culture, and we have a tremendously diverse workforce that drives our ability to innovate and maintain excellence.


We are an Equal Opportunity/Affirmative Action Employer that celebrates our collective differences and encourages all to apply, including those with different backgrounds, disability, ages, ethnicities, races, religions, gender identities, sexual orientations, national origins, or veteran status’ protected by applicable federal, state, or local law.


ABOUT THE ROLE:

This role will serve dual functions as both a community-facing advisor and a member-centric consultant within our financial cooperative. Drive community engagement, foster financial empowerment, and deliver exceptional member service—supporting organizational goals and mission.


This position is ideal for individuals passionate about community impact and dedicated to fostering financial well-being. It offers the unique opportunity to shape both institutional strategy (through CDFI/community programs) and individual member experiences—driving meaningful change at scale and at the personal level.


WHAT YOU WILL DO

Community Development:

  • Build and maintain relationships with local organizations, schools, and nonprofits.
  • Lead financial education workshops and community events.
  • Support CDFI-related initiatives and impact tracking.
  • Represent the organization at public forums and outreach activities.
  • Participate in mobile branch deployments.
  • Flexibility is expected to accommodate travel and event schedules across Yakima Valley.

Member Consulting:

  • Provide expert guidance on financial products and services.
  • Assist members with account openings, loans, and digital banking.
  • Meet service and sales goals while maintaining compliance.
  • Supports the operations of the Mobile Branch facility, assists with equipment and software updates, maintenance, service, and repairs.
  • Operates the Mobile Branch, including travel to designated locations and returning to Admin building each day.

Additional Expectations:

  • Deliver high-quality work on time and adapt to changing priorities.
  • Demonstrate integrity, critical thinking, and flexibility in decision-making.
  • Communicate effectively, both verbally and in writing, with internal and external audiences.
  • Foster collaboration across teams and contribute to a positive, member-focused culture.
  • Identify opportunities for process improvements and automation.
  • Maintain punctual and reliable attendance.


WHAT YOU WILL BRING

Basic Qualifications:

  • Minimum of 1–2 years in a financial services or community engagement role.
  • Fluent in both English and Spanish is a requirement for this position.
  • Comfortable working in mobile environments and adapting to changing locations.
  • Strong interpersonal, presentation, and customer service skills.
  • Local travel within Yakima Valley is required, including visits to community partners, schools, and event venues.
  • Occasional travel to headquarters for training, team meetings, or cross-functional collaboration.
  • Must have reliable transportation. If using your own vehicle, mileage reimbursement is provided per company policy.
  • Interpersonal & Communication: Strong written/oral skills—comfortable presenting to groups or individuals.
  • Customer-Centric Approach: Empathy, listening skills, problem-solving, and relationship-based service.
  • Strategic Thinking: Initiative-taking, creative problem-solving, and ability to challenge status quo.
  • Sales & Service Orientation: Proven ability to meet goals while prioritizing member well-being and ethical standards.
  • Reliability & Teamwork: Dependable, collaborative, and able to support back-office operations when needed.


Preferred Qualifications:

  • Bachelor’s degree preferred, particularly in business, finance, social sciences, or related fields.
  • Experience with CDFI or community-focused initiatives a strong plus.
  • Skilled in Microsoft Office applications, financial planning tools, and CRM systems.
  • Must complete and pass a credit-union paid driver training within 60 days of hire.
  • Experience in, familiarity with, and comfortable driving large vehicles (40’ long).



Working Conditions:

  • This is a hybrid role with work performed priimarily in an office and/or branch environment in Central Washington. Community events are frequent and require in person presence that may expand throughout Washington State.
  • Team members may attend special off-hour meetings and seminars.
  • The nature of work may include prolonged periods sitting at a desk and working on a computer.


Benefits:

Seattle Credit Union supports and invests in our employees. We offer many great benefits including zero contribution medical, dental, and vision plans for our employees. Additionally, SCU offers a generous paid time off program as well as a 401k plan with a dollar-for-dollar employer match up to 5%.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skills and/or abilities required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.



Compensation is based on the candidate's geographical location, calculated based on an adjustment factor from Seattle area market compensation.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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