Member Consultant II
About The Position
As a Member Consultant II at BECU, you will deliver 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 appropriate. You will act as a subject matter expert in specialized financial services and help resolve member needs. The position is part of a pod of nearby branches in BECU’s Mountain District: Puyallup 176th, Puyallup South Hill, and Puyallup Frederickson. You will work across all pod branches for up to your first year or longer, based on business needs, and 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. Schedules are typically provided 30 days in advance, though flexibility to adapt to varying schedules and branch assignments is required. The 12-week training schedule is Monday through Friday, with flexible shifts between 8:00 AM and 6:30 PM. After training, shifts are flexible 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.
- Strong proficiency and comfort learning new systems and programs, including navigating multiple systems simultaneously.
- Thorough understanding of the sales process and ability to manage a sales pipeline efficiently.
- Comprehensive understanding of credit union objectives, products, 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.
- Problem-resolution, negotiating, organization, multitasking, and peer-coaching skills.
- Ability to work flexible shifts and commute between pod branches and the training location.
- Commitment to remain in the role, pod, and schedule for at least one year before pursuing other opportunities within BECU.
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 for business services, consumer lending, deposit servicing, IRA, POA, and fiduciary accounts.
- Sign line and loan documents originating through the inbound or outbound call center, ensuring members’ needs are fulfilled.
- Support community financial wellness through financial education programs, budgeting assistance, debt management, or access to financial planning resources.
- Identify, diagnose, and address members’ consumer financial needs, referring them to specialized services when appropriate.
- Resolve members’ needs and provide expertise in specialized financial services.
Benefits
- 401(k) company match up to 3%.
- 4% annual 401(k) contribution from BECU.
- Medical, dental, and vision coverage, with family contributions as well.
- 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
Career Level
Mid Level
