Member Consultant II

BECU•Lakewood, CO

4d•$26 - $32•Onsite

About The Position

As a Member Consultant II at BECU, you will deliver a seamless, high-quality member experience by using expertise in BECU products to identify, diagnose, and address members’ consumer financial needs. You will resolve member needs as a subject matter expert, provide expertise in specialized financial services, and refer members to specialized services when necessary. The role includes sales consultation and support for business services, consumer lending, deposit servicing, IRA, POA, and fiduciary accounts, as well as community financial wellness assistance. This position is part of a pod of nearby branches in BECU’s Mountain District: Lakewood, Tacoma Narrows, and University Place. You will rotate across all pod branches for up to a year or more, with branch assignments based on business needs. Travel between branches and to training at the Tukwila Financial Center is required. Retail new hires are expected to remain in the role, pod, and schedule for at least one year before pursuing other opportunities at BECU. Training lasts 12 weeks, 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.

Requirements

Bachelor’s degree or equivalent related experience.
At least two years of experience in a sales-oriented, financial, or retail environment.
Ability to successfully complete the 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.
Proficient verbal and written communication skills for daily communication with members.
Skills in problem resolution, negotiating, organization, multitasking, and peer coaching.

Nice To Haves

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

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 or outbound call center, ensuring members’ needs are fulfilled.
Support community financial wellness through activities such as financial education, budgeting assistance, debt management, or access to financial planning resources.
Identify, diagnose, and address members’ consumer financial needs, and refer members to specialized services when appropriate.
Work across the pod branches and travel to the training location as required.