WECU is seeking a full-time Deposit Account Specialist to join our Contact Center team located in Bellingham, WA. This position is responsible for servicing existing deposit accounts, opening and closing consumer and spe…
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The role is responsible for servicing, opening, and closing various consumer and specialty deposit accounts while ensuring regulatory compliance. It involves handling inbound calls, reviewing digital applications, and utilizing retention techniques to maintain member relationships.
Requirements
A high school diploma or GED is required, and at least one year of experience in a call center or financial institution is preferred. Candidates should be proficient in Microsoft Office and DNA software, with a strong ability to communicate effectively with members.
Full job description
WECU is seeking afull-timeDeposit Account Specialist to join our Contact Center team located in Bellingham, WA. This position is responsible for servicing existing deposit accounts, opening and closing consumer and specialty accounts, and reviewing new account applications submitted through digital channels that require additional due diligence prior to final approval. Using effective communication and problem-solving skills, this individual supports member needs, promotes appropriate products and services, and works to retain relationships whenever possible.
RESPONSIBILITIES:
Contributes to the organization’s mission statement and goals by providing the highest quality of service – treating each member professionally with warmth, courtesy, and respect – and making a personal effort to ensure members feel valued and supported.
Serves as the primary point of contact for inbound calls related to deposit account servicing, including deposit account maintenance, deposit account updates, and general inquiries.
Opens, maintains, and supports consumer and specialty deposit accounts, including Trust, IRA, HSA, Business, Estate, fiduciary, and entity‑based accounts, ensuring accuracy, regulatory compliance, and a positive member experience
Reviews and finalizes deposit account applications submitted through digital channels that require additional due diligence prior to final approval, including documentation verification and adherence to internal policy and regulatory requirements
Processes deposit account closures at member request, using active listening and retention techniques to understand concerns, offer alternatives when appropriate, and preserve the member relationship when possible
Maintains working knowledge of deposit account ownership types, structures, and regulatory requirements to support member decision‑making.
Identifies opportunities to deepen member relationships through appropriate referrals and recommendations aligned with member needs.
Exercises sound judgment and decision-making skills while adhering to internal policies and procedures.
Accurately documents all member interactions, account actions, retention efforts, and due diligence activities in accordance with established standards.
Executes member communication through phone, video, email, chat, DocuSign and mail within established guidelines.
Consistently achieves goals assigned to the Deposit Account Specialist position for referrals and KPI’s.
Actively participates in the Quality Assurance Program and incorporates feedback to continuously improve performance and service delivery.
Understands and complies with all security procedures at all times.
Follow WECU’s policies and all applicable laws and regulations.
Performs other duties as assigned and may assist team members to support department objectives.
QUALIFICATIONS:
High school diploma or general education degree (GED) required.
Minimum of one (1) year experience in a call center, financial institution, or account servicing role preferred; equivalent service experience may be considered.
Experience with account opening, account maintenance, or new account review processes in a financial services environment strongly preferred.
Familiarity with specialty accounts (Trust, IRA/HSA, Business, Estate, etc.)a plus.
Bi-lingual Spanish a plus.
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to write simple correspondence.
Should effectively present information in one-on-one situations to members, prospective members, and other employees of the credit union.
Skilled in software used in credit union such as Microsoft Word, Excel, Outlook, and DNA.
NOTE: Job descriptions are not intended and should not be construed to be exhausted lists of all responsibilities, skills, efforts, or working conditions associated with a job.
COMPENSATION:
The salary range for this position is from $22.58 to $31.87 per hour.
WECU provides a comprehensive benefits package that includes robust medical, dental, and vision benefits with low employee premiums, 401(k) retirement plan with an 8% annual contribution from WECU, bonus plan, two or more weeks of vacation, up to 11 paid holidays, paid life and disability insurance, annual wellness benefit, loan discounts, professional development, and much more.
ABOUT WECU:
WECU is a not-for-profit financial cooperative where members are encouraged to save and borrow responsibly at fair and competitive rates. Headquartered in Bellingham, WA, WECU has over 160,000 members and over $3.0 billion dollars in assets.
It is WECU's mission to make a meaningful difference in the lives of our members. We strive to treat both members and staff with honesty and integrity and to be a socially responsible part of our community. WECU also endeavors to be an employer of choice.
WECU is an Equal Opportunity Employer that is committed to diversity and inclusion in the workplace. We make employment decisions based on merit and qualifications and seek to have the best qualified person in every job. WECU policy prohibits discrimination based on race, color, religion, creed, sex, gender, sexual orientation, gender identity, marital status, age, national origin, or ancestry, physical or mental disability, veteran status, genetic characteristics or information, or any other consideration made unlawful by federal, state, or local laws.
WECU participates in the federal E-Verify program to confirm the identity and employment authorization of all new hires.
Not-for-profit credit union based in Bellingham, Washington offering high quality banking products and personal service.
Industry
Banking
Company size
201-500 employees
Founded
1936
Headquarters
Bellingham, WA
LinkedIn followers
2,608
At WECU, we strive to make a meaningful difference in the lives of our members. That’s why we commit our people, capital, and ideas to help our members, and the communities we serve, grow. Taking care of our members means taking care of our people first. That’s why we strive to be an employer of choice by offering market-leading pay and benefits and fostering a culture that is respectful and supportive.
WECU is not a bank. We’re a not for profit financial cooperative that puts our members first by providing a diverse range of competitive financial tools at fair rates. For more than 80 years, WECU has become one of Northwest Washington’s best-known and best-loved companies. Headquartered in beautiful Bellingham, Washington, WECU has 11 branches, over 125,000 members, and more than two billion dollars in assets.
Offices: 600 E. Holly Street, Bellingham, WA 98225, US
How much do Customer Service & Support jobs in Washington pay?
Based on 1770 listings with disclosed salaries, most customer service & support jobs in Washington pay between $54k–$145k per year. Individual offers vary with seniority, company size, and specialization.
How many Customer Service & Support jobs are open in Washington right now?
There are currently 15,264 open customer service & support positions in Washington listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Washington?
Companies currently hiring include Domino's, Albertsons Companies, Kroger, Starbucks, Costco Wholesale, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Washington?
Yes — 853 of the 15264 open customer service & support positions offer remote or hybrid work (365 remote, 488 hybrid).
How do I apply for Customer Service & Support jobs in Washington?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
Customer Service & Support jobs by city in Washington