Member Consultant II

BECU

Member Consultant II providing high-quality financial solutions and customer service at BECU. Engage with members and assist them in meeting their financial needs in a collaborative environment.

Posted 6/10/2026full-timeAuburn • Washington • 🇺🇸 United StatesJuniorMid-Level💰 $26 - $32 per hourWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial educationbudgetingdebt managementsales processsales pipeline managementfinancial planningknowledge of state and federal lawsknowledge of deposit productsknowledge of loan productscustomer service

Soft Skills

problem resolutionnegotiatingorganizationmulti-taskingpeer coachingverbal communicationwritten communicationcustomer experienceadaptabilityteam collaboration

Tools & Technologies

call center systemsfinancial softwareCRM systemsdata management systemscommunication platformstraining programssales tracking toolsbudgeting toolsfinancial planning softwaremember management systems

Certifications & Qualifications

Bachelor's Degreefinancial services certificationcustomer service certificationsales certificationcredit union certificationfinancial planning certificationdebt management certificationbudgeting certificationnegotiation certificationpeer coaching certification

Industry Keywords

credit unionconsumer lendingdeposit servicingIRA accountsPOA accountsfiduciary accountsfinancial wellnesssales-oriented environmentfinancial institutionmember services

About the role

Key responsibilities & impact

Deliver a seamless and high-quality member experience
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
Assist the community with financial wellness including financial education programs, assistance with budgeting, debt management, or access to financial planning resources

Requirements

What you’ll need

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 highly desirable
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 Members
Problem resolution, negotiating, organization, multi-tasking and peer coaching skills
Ability to work flexible shifts

Benefits

Comp & perks

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