Member Consultant II

BECU•Bainbridge Island, WA

4d•$26 - $32

About The Position

As a Member Consultant II, you will help deliver a seamless, high-quality member experience by using expertise in BECU products to identify, diagnose, and address members’ consumer financial needs, and refer them to specialized services when appropriate. You will serve as a subject matter expert in specialized financial services and resolve member needs. The role is part of a pod of nearby branches in BECU’s Soundview District: Silverdale, Bainbridge Island, and Gig Harbor. You will rotate across all pod branches for up to your first year or more, with assignments based on business needs. New retail 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 in-house training program lasts 12 weeks, Monday through Friday, with variable shifts between 8:00 a.m. and 6:30 p.m. After training, shifts vary Monday through Friday between 8:00 a.m. and 6:30 p.m., with up to three Saturdays per month from 8:30 a.m. to 1:30 p.m. Schedules are typically provided 30 days in advance, but flexibility to adapt to varying schedules and branch assignments is required.

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 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 in business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts.
Sign line and loan documents originating through the outbound or inbound call center to ensure members’ needs are fulfilled.
Support community financial wellness through activities such as financial education, budgeting and debt-management assistance, and access to financial-planning resources.
Identify, diagnose, and address members’ consumer financial needs, referring them to specialized services when necessary.
Work across the pod branches and travel to the Tukwila Financial Center for training as required.