BECU

Member Consultant II

BECU

full-time

Posted on:

Location Type: Office

Location: Bothell • Washington • United States

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Salary

💰 $26 - $32 per hour

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.
  • 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
  • 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
  • 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 Member s
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial educationbudgetingdebt managementsales processsales pipeline managementmath aptitudeanalytical skills
Soft Skills
customer serviceproblem resolutionnegotiatingorganizationmulti-taskingpeer coachingverbal communicationwritten communication
Certifications
Bachelor’s Degree