Member Consultant II

Boeing Employees' Credit Union•Bainbridge Island, WA

3d•Onsite

About The Position

As a Member Consultant II at BECU, you deliver a seamless, high-quality member experience by using expertise in BECU products to identify, diagnose, and address members’ consumer financial needs, resolve service issues, and refer members to specialized services when appropriate. The role includes providing expertise in specialized financial services and supporting members with products and services such as business services, consumer lending, deposit servicing, IRA, POA, and fiduciary accounts. It also includes signing line and loan documents originating through the inbound or outbound call center and supporting community financial wellness through activities such as financial education, budgeting, and debt-management assistance. This position is part of a pod of nearby branches in BECU’s Soundview District: Silverdale, Bainbridge Island, and Gig Harbor. The employee will rotate across all pod branches for up to a year or more, based on business needs, and must be able to commute between branches and the Tukwila Financial Center for training. Retail new hires are expected to remain in the role, pod, and schedule for at least one year before pursuing other opportunities within BECU. Training 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 successfully complete the 12-week in-house training program after hire.
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 knowledge 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.
Problem resolution, negotiating, organization, multitasking, and peer-coaching skills.
Ability to work flexible shifts and adapt to varying branch assignments.
Ability to commute between pod branches and the Tukwila Financial Center for training.
Commitment to remain in the role, pod, and schedule for a minimum of one year before pursuing other BECU opportunities.

Nice To Haves

One year of experience in a financial institution.
Spanish language fluency.

Responsibilities

Deliver excellent member service and provide sales consultation using knowledge of BECU products.
Identify, diagnose, and address members’ consumer financial needs and refer them to specialized services when necessary.
Provide expertise in 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, including financial education, budgeting, debt management, or access to financial planning resources.
Work across all branches in the assigned pod based on business needs.