Member Consultant II

Boeing Employees' Credit Union•Monroe, LA

23h•Hybrid

About The Position

This role is part of a pod (a group of nearby branches) within BECU’s North District. The Member Consultant II will play a key role in delivering a seamless and high-quality member experience. Your expertise in BECU’s products will allow you to identify, diagnose, and address members’ consumer financial needs and refer them to specialized services when necessary. You will serve as a subject matter expert, resolving our members' needs and providing expertise in specialized financial services. This role requires flexibility to work across all POD branches for up to the first year, with a one-year commitment to the role, POD, and schedule. Training will include travel to the Tukwila Financial Center, and the ability to commute between branches and the training location is required. Schedules are typically given 30 days in advance but may require adaptation to varying schedules and branch assignments based on business needs.

Requirements

Bachelor’s Degree or equivalent related experience
Minimum two years of experience in a sales-oriented, financial, or retail environment
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
Problem resolution, negotiating, organization, multi-tasking and peer coaching skills
Ability to work flexible shifts
The ability to commute between branches & training location is required
Flexibility Required: Schedules are typically given 30 days in advance but you may be asked to adapt to varying schedules and branch assignments based on business needs

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

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.
Assist the community with financial wellness, which could involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources.
Identify, diagnose, and address members’ consumer financial needs.
Refer members to specialized services when necessary.
Serve as a subject matter expert, resolving members' needs and providing expertise in specialized financial services.