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BECU•Seattle, WA

3d•Hybrid

About The Position

This is a part-time role for one year within the Soundview District. The position focuses on delivering a seamless and high-quality member experience by identifying, diagnosing, and addressing members' consumer financial needs. The role requires expertise in BECU's products and services, including business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts. The Member Consultant II will also assist the community with financial wellness initiatives and serve as a subject matter expert. Training will take place at the Tukwila Financial Center, and the role requires travel to Tukwila and the Lake City branch.

Requirements

Bachelor’s Degree or equivalent related experience
Minimum two years of experience in a sales-oriented, financial, or retail environment
Ability to successfully complete 12-week in-house training program after hire
Comprehensive understanding and knowledge of Credit Union key objectives, product and service solutions
Knowledge of state and federal laws and regulations pertaining to membership, deposit, and loan products and services offered.
Proficient verbal and written communication skills to enable daily communication with Members
Proficient math aptitude and analytical skills
Problem resolution, negotiating, organization, multi-tasking and peer coaching skills
Ability to work flexible shifts between the hours of 8:00am and 6:30pm during the week, and 8:00am and 1:30pm on Saturdays
Reliable transportation and commitment/ability to travel to Tukwila and Lake City

Nice To Haves

One year of experience in a financial institution
Spanish language fluency highly desirable
Thorough understanding of the sales process and ability to manage a sales pipeline efficiently
Strong proficiency and comfort level with learning new systems and programs; with the ability to navigate multiple systems simultaneously

Responsibilities

Utilize product knowledge to provide excellent customer service and sales, including areas of business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts.
Sign all line and loan documents that originate through outbound/inbound call center, ensuring each Member’s needs are fulfilled.
Assist the community with financial wellness, which may include financial education programs, budgeting assistance, debt management, or access to financial planning resources.
Deliver a seamless and high-quality member experience.
Identify, diagnose, and address members’ consumer financial needs.
Refer members to specialized services when necessary.
Serve as a subject matter expert, resolving members' needs and providing expertise in specialized financial services.