Member Consultant II

BECU•Silverdale, WA

2d•$26 - $32•Hybrid

About The Position

This role is part of a pod (a group of nearby branches) within BECU’s Soundview District. The "people helping people" philosophy guides the organization, emphasizing serving members, communities, and each other. BECU is undergoing business and technology transformation, making it an exciting time to join. The company values the unique perspectives and experiences employees bring to foster belonging and deepen connections. This position requires flexibility to work across multiple branches and adapt to varying schedules based on business needs. A one-year commitment to the role, pod, and schedule is expected for all Retail new hires.

Requirements

Bachelor’s Degree or equivalent related experience
Minimum two years of experience in a sales-oriented, financial, or retail environment
Ability to commute between branches & training location is required
Ability to work flexible shifts
Ability to successfully complete 12-week in-house training program after hire

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
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

Responsibilities

Deliver a seamless and high-quality member experience.
Identify, diagnose, and address members’ consumer financial needs using expertise in BECU’s products.
Refer members to specialized services when necessary.
Serve as a subject matter expert to resolve member needs and provide expertise in specialized financial services.
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.
Assist the community with financial wellness through financial education programs, budgeting assistance, debt management, or access to financial planning resources.