Member Consultant II

BECU

Member Consultant II serving BECU members with personalized financial services and consultations. Ensuring seamless member experience with a focus on community financial wellness and product knowledge.

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

ATS Keywords

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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 productsstate and federal regulationsfinancial planning

Soft Skills

customer servicecommunicationproblem resolutionnegotiatingorganizationmulti-taskingpeer coachingadaptabilitysales-orientedteamwork

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

financial institutionconsumer lendingIRAPOAFiduciary accountsfinancial wellnessmembershipdeposit servicingin-house trainingSpanish language fluency

About the role

Key responsibilities & impact

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

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 (desired)
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
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