Member Consultant II

BECU•Seattle, WA

11d•$26 - $28

About The Position

By applying to this role, you're expressing interest in joining the Soundview District, which includes a POD —a group of nearby branches where you’ll rotate based on business needs. Travel Expectations: You’ll work across all branches in your assigned POD for up to a year Pod branches for this role include: Ballard, Greenwood, Wallingford Training will also take place at our Tukwila Financial Center Reliable transportation and commitment/ability to travel to Tukwila and POD locations listed above required Training Schedule: 12 weeks, Monday–Friday Flexible shifts between 8:00 AM – 6:30 PM Post-Training Schedule: Flexible 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

Nice To Haves

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

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.