Member Consultant II
BECU
full-time
Posted on:
Location Type: Hybrid
Location: Everett • Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $26 - $28 per hour
Job Level
JuniorMid-Level
About the role
- 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
- 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)
- PTO Program + Exchange Program
- Remote work eligible positions
- BECU Cares volunteer time off + donation match
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial educationbudgetingdebt managementsales processsales pipeline managementcredit union productsloan productsdeposit productsanalytical skillsmath aptitude
Soft skills
customer servicecommunication skillsproblem resolutionnegotiatingorganizationmulti-taskingpeer coachingsales-orientedflexibilitytraining completion
Certifications
Bachelor’s Degree