Member Consultant II providing financial services and advice to clients at BECU. Collaborating with team members to ensure exceptional member experiences and addressing financial needs.
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.
Assisting the community with financial wellness: This could involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources.
Requirements
Bachelor’s Degree or equivalent related experience
Minimum two years of experience in a sales-oriented, financial, or retail environment
One year of experience in a financial institution (desired qualification)
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
Benefits
401(k) Company Match (up to 3%)
4% annual contribution to your 401(k) by BECU
Medical, Dental and Vision (family contributions as well)
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