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Successful Member Service Representative act as trusted financial partners to help members exercise smart financing plans and set savings goals to manage their everyday banking to achieve financial wellbeing. Proudly advocates for the success of our cooperative by proactively doing what’s right for the member, the cooperative achieves financial success, and can put that profit back in to our membership and communities. Inherently understands the connection of how referring Harborstone products and services to consumer and business members allows us to create thriving communities.
Upholds legal, regulatory and compliance requirements unique to the role, in addition to Bank Secrecy Act, Anti-Money...
This position is eligible for a hybrid work arrangement with 2 or 3 days in office once minimum standards have been achieved.
Supports the business lenders in performing analysis on diverse types of borrowers (both individuals and businesses) and completes credit memorandums for new and existing credit union relationships. Assists lenders in determining the most appropriate loan structure and provides information and assistance to the Vice President Chief Credit Officer as needed.
Compensation:
Minimum:...
As a Personal Banker, you will serve as a dependable consultant for our members, assisting them in reaching their financial goals by opening and providing tailored financial solutions. You will establish trusting relationships with members, understand their financial needs, and recommend appropriate products and services to satisfy their wants and needs. A suitable candidate will have a strong sales background, be passionate about providing outstanding member service, and have excellent communication skills.
A Personal Banker upholds legal, regulatory and compliance requirements unique to the role, in addition to Bank Secrecy Act, Anti-Money Laundering, OFAC, and Information Security policies and procedures. Completes annually...
As a Personal Banker, you will serve as a dependable consultant for our members, assisting them in reaching their financial goals by opening and providing tailored financial solutions. You will establish trusting relationships with members, understand their financial needs, and recommend appropriate products and services to satisfy their wants and needs. A suitable candidate will have a strong sales background, be passionate about providing outstanding member service, and have excellent communication skills.
A Personal Banker upholds legal, regulatory and compliance requirements unique to the role, in addition to Bank Secrecy Act, Anti-Money Laundering, OFAC, and Information Security policies and procedures. Completes annually...
Provides effective quality service through telephone or electronic interactions with members by using effective listening skills to identify financial needs. Offers solutions to account problems or concerns, troubleshoots complex account issues, and accurately and efficiently completes transactions. Demonstrates ability to make quality referrals and maintains extensive product knowledge on a full range of financial products and services. Interviews and accurately processes a variety of consumer loan products.
Effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization (Trust, Advocacy, Prosperity, Equity,...
As a teammate of Harborstone, it is expected that you will embody our mission and values through your daily actions and interactions. You are a vital ambassador of our commitment to build dreams and change lives for generations to come. We expect you to demonstrate dependability by consistently delivering on your promises and following through on your commitments, fostering trust with both members and other teammates.
Kindness is essential in our workplace; and you will be expected to treat everyone with respect and consideration, making a conscious effort to be friendly and approachable. This aligns with our aspiration to be the friendliest credit union in the Pacific Northwest.
Harborstone operates as one of the most committed and passionate credit unions in the state of Washington. Our culture is about people, it’s the foundation of everything we do and we work hard to demonstrate our values in every interaction. Our mission is to create a thriving community by helping our members realize their full potential. In order to deliver on this, we hold ourselves accountable to viewing our business from a growth mindset lens, this ensures we stay empathetic and we solve for our membership’s real-life financial needs or pain points. We are not out to sell our “banking” products and services, our sole motive is to create a cooperative of people who help people, and provide the relevant products and services that enable our...
Proactively leads a successful branch by being knowledgeable in all areas and leveraging each day to support member success, team member growth, and achievement of organizational goals. 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. Coaches and leads team members to likewise develop relationships that supports members’ financial empowerment by putting member’s financial needs in the center of the conversation at every interaction. Teaches members how to effectively utilize the financial tools needed to manage their everyday money management and personal finance...
Develop new dealer relationships and maximize business from existing dealer partners through impactful dealer interactions. We rely on you to find ways to outperform our competition and maintain Harborstone’s positive image. To succeed in this role, it’s essential to be an exceptional communicator who can build strong relationships with our dealer partners. We’re also looking for someone who demonstrates strategic thinking, a sharp analytical mindset, and strong problem-solving skills. You will take an active role in managing Harborstone’s dealer account relationships, resolving issues as they arise to ensure seamless collaboration. Ultimately, your focus will be on maintain strong, lasting relationships that enhance our brand reputation and...
Position Summary:
The Loan Processing Specialist is responsible for creating an exceptional member experience by processing loan documents for Direct Consumer Loans, including, Home Equity Loans in a timely and accurate manner. The Loan Processing Specialist will collaborate with Members and staff from all channels including the branches, contact center and online to collect documents, verify that documents meet underwriting stipulations and create closing documents. High volume, faced-paced, dynamic office environment. Must be able to work a flexible schedule Monday thru Saturday. The job routinely uses standard office equipment such as computers, phones, printers, copiers, fax machines and filing...