Member Consultant II

BECU•Federal Way, WA

4d•$26 - $32•Onsite

About The Position

The Member Consultant II delivers a seamless, high-quality member experience by using knowledge of BECU products to identify, diagnose, and address members’ consumer financial needs, and referring members to specialized services when appropriate. The role serves as a subject matter expert in specialized financial services and helps resolve member needs. It also supports financial wellness in the community through activities such as financial education, budgeting assistance, debt management, and access to financial planning resources. This role is part of a pod of nearby branches in BECU’s Mountain District. The pod branches are Federal Way Crossings and Federal Way Pavilions, and branch assignments may depend on business needs. The role rotates across all pod branches for up to a year or more, and retail new hires are expected to remain in the role, pod, and schedule for at least one year before pursuing other opportunities within BECU. Training includes travel to the Tukwila Financial Center, and commuting between branches and the training location is required. The 12-week training schedule is Monday through Friday, with flexible shifts between 8:00 AM and 6:30 PM. After training, shifts are flexible Monday through Friday between 8:00 AM and 6:30 PM, with up to three Saturdays per month from 8:30 AM to 1:30 PM. Schedules are typically provided 30 days in advance, but employees may need to adapt to varying schedules and branch assignments based on business needs. The listed target pay range is $26.00–$32.12 per hour. Compensation information also gives a Member Consultant range of $26.00–$28.00 per hour, noting that offers are often made within that range based on experience, skills, and internal team compensation, and starting pay typically does not exceed the range midpoint.

Requirements

Bachelor’s degree or equivalent related experience.
At least two years of experience in a sales-oriented, financial, or retail environment.
Ability to complete a 12-week in-house training program after hire.
Ability to commute between branches and the training location.
Ability to work flexible shifts and adapt to varying schedules and branch assignments.
Thorough understanding of the sales process and ability to manage a sales pipeline efficiently.
Strong proficiency and comfort learning new systems and programs, including navigating multiple systems simultaneously.
Comprehensive understanding of credit union objectives and product and service solutions.
Knowledge of state and federal laws and regulations pertaining to membership, deposit, and loan products and services.
Proficient verbal and written communication skills for daily communication with members.
Problem-resolution, negotiating, organization, multitasking, and peer-coaching skills.
Commitment to remain in the role, pod, and schedule for at least one year before pursuing other opportunities within BECU.

Nice To Haves

One year of experience in a financial institution.
Spanish language fluency.

Responsibilities

Use product knowledge to provide excellent member service and sales consultation for business services, consumer lending, deposit servicing, IRA, POA, and fiduciary accounts.
Sign line and loan documents originating through the inbound and outbound call center, ensuring members’ needs are fulfilled.
Support community financial wellness through financial education, budgeting assistance, debt management, or access to financial planning resources.
Identify and diagnose members’ consumer financial needs, resolve them, and refer members to specialized services when necessary.
Work across all pod branches and adapt to branch assignments and schedules based on business needs.