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BECU · 16 hours ago

Member Consultant II

Puyallup, WA

Full-time

Onsite

Entry, Mid Level

$21.65/hr - $38.03/hr

2+ years exp

BECU is a financial institution that focuses on serving its members and communities. As a Member Consultant II, you will deliver a high-quality member experience by addressing consumer financial needs and providing expertise in specialized financial services.

Responsibilities

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

Qualification

Sales experienceFinancial institution knowledgeCustomer service skillsSales processAnalytical skillsSpanish fluencyProficient communication skillsProblem resolution skillsMulti-tasking skillsPeer coaching skillsNegotiating skillsOrganizational skills

Required

Bachelor's Degree or equivalent related experience

Minimum two years of experience in a sales-oriented, financial, or retail environment

Ability to successfully complete 12-week in-house training program after hire

Preferred

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

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

Tuition Reimbursement Program

BECU Cares volunteer time off + donation match

Company

BECU

Glassdoor3.7

As a member-owned, not-for-profit financial cooperative, BECU is guided by the credit union philosophy of “people helping people.” In fact, putting people over profit guides our everyday business decisions.

Founded in 1935

Tukwila, Washington, USA

1001-5000 employees

https://www.becu.org/landing/fintech-incubator

Funding

Current Stage

Late Stage

Leadership Team

Nathan Ramachandran

EVP - CTO

Ivan Seda, CFA, CPA

Deputy Chief Financial Officer

Recent News

Business Journals

Seattle Credit Union names BECU vice president to C-level role

2024-04-09

Puget Sound Business Journal

BECU names former Trupanion, Starbucks exec Drew Wolff as CFO

2023-12-13

Puget Sound Business Journal

BECU continues C-suite revamp with former USAA exec

2023-11-28

Company data provided by crunchbase