Hybrid Member Consultant II

at BECU

• Job title: Member Consultant II
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $26 - $28 per hour
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Shoreline, United States

About the role

• Member Consultant II delivering high-quality member experience and expertise in financial services at BECU. Identifying consumer financial needs and facilitating access to specialized services.

Responsibilities

• Deliver a seamless and high-quality member experience
• Identify, diagnose, and address members’ consumer financial needs and refer them to specialized services when necessary
• Serve as a subject matter expert, resolving our members' needs and providing expertise in specialized financial services
• Utilize product knowledge to provide excellent customer service and sales in various areas including business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts
• Sign all line and loan documents that originate through outbound/inbound call center
• Assist the community with financial wellness including financial education programs, 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
• 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)
• PTO Program + Exchange Program
• Tuition Reimbursement Program
• BECU Cares volunteer time off + donation match