Member Consultant

BECU•Tukwila, WA

1d•Onsite

About The Position

Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we’re proud of our history, we’re even more excited about our future. With business and technology transformation on the horizon, there’s never been a better time to be part of BECU. PAY RANGE The Target Pay Range for this position is $26.00 - $32.12 hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. About This Position: By applying to this role, you're expressing interest in joining the Flagship District. Travel Expectations: Training will also take place at our Tukwila Financial Center Reliable transportation and commitment/ability to travel to Tukwila will be required Training Schedule: 12 weeks, Monday–Friday Variable shifts between 8:00 AM – 6:30 PM Post-Training Schedule: Variable shifts between Monday–Friday: 8:00 AM – 6:30 PM Up to 3 Saturdays per month: 8:30 AM – 1:30 PM From our very beginning, BECU has been about people helping people. As a financial services cooperative, our purpose has and always will be the same: we work together to best serve our members and improve the financial well-being of our community. With 90 years and over one million members later, we're still rooted in our values, practices and mission - and even more passionate about our future. As one of the nation's leading credit unions, we're not driven by profit. We're owned by our members and their interests are at the core of everything we do. Now we're growing faster than ever before--but we'll never forget our roots. To continue doing right by our members, we believe we must first do right by our people. Here, you'll receive the resources and support you need to learn, grow and build a meaningful career. Because we know it's our people who make us special.

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
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

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.

Responsibilities

Deliver a seamless and high-quality member experience.
Identify, diagnose, and address members’ consumer financial needs.
Refer members to specialized services when necessary.
Serve as a subject matter expert, resolving member needs and providing expertise in specialized financial services.
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.