Member Consultant II

Boeing Employees' Credit Union•Federal Way, WA

3d•Onsite

About The Position

As a Member Consultant II at BECU, 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, referring them to specialized services when appropriate. You will serve as a subject matter expert in specialized financial services and help resolve members’ needs. The role includes product consultation and sales in areas such as business services, consumer lending, deposit servicing, IRA, power of attorney (POA), and fiduciary accounts. You will also sign line and loan documents originating through the inbound and outbound call center. Community support may include financial education, budgeting and debt-management assistance, and connecting people with financial-planning resources. The position is part of a pod in BECU’s Mountain District, serving Federal Way Crossings and Federal Way Pavilions. You will rotate among pod branches for up to a year or longer, based on business needs, and 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. Schedules are generally provided 30 days in advance, with flexibility required to accommodate business needs. Training lasts 12 weeks, Monday through Friday, with flexible shifts between 8:00 a.m. and 6:30 p.m. After training, shifts are flexible 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. The target pay range is $26.00–$32.12 per hour. The posting also states that offers are often made within a Member Consultant range of $26.00–$28.00 per hour, taking experience, skills, and internal compensation alignment into account, and that starting pay typically does not exceed the range midpoint.

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.
Proficiency and comfort learning new systems and programs, with the ability to navigate 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, negotiation, organization, multitasking, and peer-coaching skills.
Ability to work flexible shifts, including the stated Saturday schedule.
Ability to commute between pod branches and the Tukwila Financial Center for training.
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.

Responsibilities

Provide excellent member service and sales consultation using knowledge of BECU products, including business services, consumer lending, deposit servicing, IRA, POA, and fiduciary accounts.
Identify, diagnose, and address members’ consumer financial needs, and refer members to specialized services when appropriate.
Serve as a subject matter expert in specialized financial services and resolve members’ needs.
Sign line and loan documents originating through the inbound and outbound call center.
Support community financial wellness through activities such as financial education, budgeting and debt-management assistance, and access to financial-planning resources.
Work across the pod branches and commute to the training location as required.
Adapt to flexible schedules and branch assignments based on business needs.