Member Consultant II (Part-Time)

BECU•Monroe, LA

13d•$26 - $32•Onsite

About The Position

This is a part-time role for a Member Consultant II within the North District, with an initial one-year term. The position is based in Monroe, with training conducted at the Tukwila Financial Center. The role involves delivering a seamless and high-quality member experience by leveraging expertise in BECU's products to identify, diagnose, and address members' consumer financial needs. The Member Consultant II will also serve as a subject matter expert, resolving member needs and providing expertise in specialized financial services. The position requires reliable transportation and the ability to travel to Tukwila and Monroe.

Requirements

Bachelor’s Degree or equivalent related experience
Minimum two years of experience in a sales-oriented, financial, or retail environment
One year of experience in a financial institution
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
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

Nice To Haves

Spanish language fluency highly desirable

Responsibilities

Play a key role in delivering 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 member needs and providing expertise in specialized financial services.
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, assistance with budgeting, debt management, or access to financial planning resources.