Member Consultant II

BECU • Bothell, WA

96d • $26 - $28

About The Position

As a Member Consultant II, you 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.

Requirements

• Bachelor’s Degree or equivalent related experience.
• Minimum two years of experience in a sales-oriented, financial, or retail environment.

Nice To Haves

• One year of experience in a financial institution.
• 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.
• 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.
• Proficient math aptitude and analytical skills.
• Problem resolution, negotiating, organization, multi-tasking and peer coaching skills.
• Ability to work flexible shifts.

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.

Benefits

• Medical, dental, vision and life insurance coverage.
• Disability and AD&D insurance.
• Health care and dependent care flexible spending accounts.
• Health savings accounts.
• 401k plan and employer-funded retirement plan.
• Accrue 6.16 hours of paid time off (PTO) on a per pay period basis (up to a maximum of 160 PTO hours per year).
• Receive ten paid holidays throughout the calendar year.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees