Member Consultant II
About The Position
The Member Consultant II delivers a seamless, high-quality member experience by using expertise in BECU products to identify, diagnose, and address members’ consumer financial needs, referring them to specialized services when needed. The role serves as a subject matter expert in specialized financial services and resolves member needs. The position is based in the Soundview District. Training takes place at the Tukwila Financial Center and lasts 12 weeks, Monday through Friday, with variable shifts between 8:00 AM and 6:30 PM. Reliable transportation and the ability to travel to Tukwila and Ballard, Wallingford, or Greenwood are required. After training, shifts vary 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.
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 work flexible shifts.
- Reliable transportation and ability to travel to Tukwila and Ballard, Wallingford, or Greenwood.
- 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.
- Proficient math aptitude and analytical skills.
- Problem-resolution, negotiating, organizational, multitasking, and peer-coaching skills.
Nice To Haves
- One year of experience in a financial institution.
- Spanish language fluency is highly desirable.
Responsibilities
- Use product knowledge to provide excellent customer service and sales in 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 and debt-management assistance, or access to financial-planning resources.
- Identify, diagnose, and address members’ consumer financial needs and refer them to specialized services when appropriate.
- Resolve member needs and provide expertise in specialized financial services.
Benefits
- 401(k) company match up to 3%.
- Annual 4% contribution to the employee’s 401(k) by BECU.
- Medical, dental, and vision coverage, including family contributions.
- PTO program and exchange program.
- Tuition reimbursement program.
- BECU Cares volunteer time off and donation match.
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What This Job Offers
Job Type
Full-time
