Member Consultant II

BECU

Member Consultant II providing financial services and sales consultation at BECU. Identifying and addressing member financial needs while maintaining excellent service standards.

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

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 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

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 & Tools

financial educationbudgetingdebt managementsales processsales pipeline managementCredit Union productsstate and federal lawsloan productsdeposit productsfinancial planning

Soft Skills

customer servicecommunicationproblem resolutionnegotiatingorganizationmulti-taskingpeer coachingsales-orientedflexibilitylearning new systems

Certifications

Bachelor’s Degree