Member Consultant II

Member Consultant II

Position:
Member Consultant II at BECU.

Target hourly pay range: $26.00 – $32.12. Compensation also includes performance-based incentives.

• 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

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 members' needs and providing expertise in specialized financial services.

• Utilize product knowledge to provide excellent customer service and sales, 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, ensuring each member’s needs are fulfilled.
• Assist the community with financial wellness, including financial education programs, budgeting, debt management, or access to financial planning resources.

• Rotation:
  Work across all POD branches (Factoria, Issaquah, Mercer Island, Newcastle) and Tukwila Financial Center for up to the first year.
• One-Year Commitment:
  All retail new hires remain in this role for a minimum of one year before pursuing other opportunities.
• Training: 12 weeks of in-house training. Travel to Tukwila Financial Center required.
• Flexibility:
  Schedules are typically given 30 days in advance; may require adaptation to varying schedules and branch assignments.

• 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.
• Spanish language fluency highly desirable.
• Thorough understanding of the sales process and ability to manage a sales pipeline efficiently.
• Strong proficiency and comfort with learning new systems and programs; ability to navigate multiple systems simultaneously.
• Ability to successfully complete a 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.
• Problem resolution, negotiating, organization, multi-tasking, and peer coaching skills.
• Ability to work flexible shifts.

BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.