Member Consultant II

Boeing Employees' Credit Union • Bellevue, WA

23h • Hybrid

About The Position

Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we’re proud of our history, we’re even more excited about our future. With business and technology transformation on the horizon, there’s never been a better time to be part of BECU. You bring more than your expertise to your role, and that matters here. Your story, perspectives, and lived experiences help shape belonging at BECU and deepen how we connect with and support our employees, our members, and our communities. PAY RANGE The Target Pay Range for this position is $26.00 - $32.12 hourly. This role is part of a pod (a group of nearby branches) within BECU’s East District. Pod Branches: Downtown Bellevue/Eastside Financial Center/Redmond/Sammamish. Rotation Required: You’ll work across all POD branches for up to your first year or more - this is a core expectation of the role. One-Year Commitment: All Retail new hires are expected to remain in this role, POD, and schedule for a minimum of one year before pursuing other opportunities within BECU. Training will include travel to the Tukwila Financial Center. The ability to commute between branches & training location is required. Schedules are typically given 30 days in advance but you may be asked to adapt to varying schedules and branch assignments based on business needs. Training Schedule: 12 weeks, Monday–Friday Variable shifts between 8:00 AM – 6:30 PM. Post-Training Schedule: Variable shifts between Monday–Friday: 8:00 AM – 6:30 PM. Up to 3 Saturdays per month: 8:30 AM – 1:30 PM.

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
• Problem resolution, negotiating, organization, multi-tasking and peer coaching skills
• Ability to work flexible shifts

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.
• Assisting the community with financial wellness: This could involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources.
• Identify, diagnose, and address members’ consumer financial needs and refer them to specialized services when necessary.
• Serve as a subject matter expert, resolving our members' needs and providing expertise in specialized financial services.

Benefits

• 401(k) Company Match (up to 3%)
• 4% annual contribution to your 401(k) by BECU
• Medical, Dental and Vision (family contributions as well)
• PTO Program + Exchange Program
• Tuition Reimbursement Program
• BECU Cares volunteer time off + donation match
• Community time off: This could mean paid time off specifically designated for volunteering or participating in community service activities.
• Work-life balance: Policies and practices that support employees in balancing their professional responsibilities with personal activities and commitments.
• Assisting the community with financial wellness: This could involve financial education programs or access to financial planning resources.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level