Member Consultant II
BECU · Kent, WA · 1 mo ago
Consulting$26–$32.12/hrFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate like EEO, etc. Must preserve all substantive info.
We need to parse the posting.
Key info:
- Intro paragraph: "Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we’re proud of our history, we’re even more excited about our future. With business and technology transformation on the horizon, there’s never been a better time to be part of BECU. You bring more than your expertise to your role, and that matters here. Your story, perspectives, and lived experiences help shape belonging at BECU and deepen how we connect with and support our employees, our members, and our communities."
That's about the organization, could be "About the role" or maybe "About BECU". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can map.
- Pay range: "PAY RANGE The Target Pay Range for this position is $26.00 - $32.12 hourly." Also later: "Compensation Transparency ... Member Consultant: $26.00 – $28.00 per hour Offers are often made within this range, taking into account experience, skills, and alignment with internal team compensation. Please note that starting pay typically does not exceed the range midpoint."
We need to include Pay section with that info. Should we include both? Probably combine.
- Benefits: list: "401(k) Company Match (up to 3%)4% annual contribution to your 401(k) by BECUMedical, Dental and Vision (family contributions as well)PTO Program + Exchange ProgramTuition Reimbursement ProgramBECU Cares volunteer time off + donation match". Also "Community time off: This could mean paid time off specifically designated for volunteering or participating in community service activities." Also "Work-life balance: Policies and practices that support employees in balancing their professional responsibilities with personal activities and commitments." Also "Assisting the community with financial wellness: This could involve financial education programs or access to financial planning resources." That's repeated.
We need to include Benefits section with bullet list.
- Schedule: details: "Training Schedule 12 weeks, Monday–FridayVariable shifts between 8:00 AM – 6:30 PM Post-Training Schedule Variable shifts between Monday–Friday: 8:00 AM – 6:30 PMUp to 3 Saturdays per month: 8:30 AM – 1:30 PM". Also "Flexibility Required: Schedules are typically given 30 days in advance but you may be asked to adapt to varying schedules and branch assignments based on business needs". Also "Rotation Required: You’ll work across all POD branches for up to your first year or more - this is a core expectation of the roleOne-Year Commitment: All Retail new hires are expected to remain in this role, POD, and schedule for a minimum of one year before pursuing other opportunities within BECU". That's schedule/commitment.
We can include Schedule section with those details.
- Responsibilities: "IMPACT YOU’LL MAKE: As a Member Consultant II, you will play a key role in delivering a seamless and high-quality member experience. Your expertise in BECU’s products will allow you to identify, diagnose, and address members’ consumer financial needs and refer them to specialized services when necessary. You will serve as a subject matter expert, resolving our members' needs and providing expertise in specialized financial services." Also "WHAT YOU’LL DO: Exceptional Member Experience and Sales Consultation: 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." Also "Assisting the community with financial wellness: This could involve financial education programs or access to financial planning resources." (duplicate). Also "Community time off: This could mean paid time off specifically designated for volunteering or participating in community service activities." (maybe benefit). Also "Work-life balance: Policies and practices that support employees in balancing their professional responsibilities with personal activities and commitments." (benefit). So responsibilities: delivering member experience, product expertise, SME, refer, sign documents, assist community with financial wellness, etc.
- Qualifications: list: Minimum Qualifications: Bachelor’s Degree or equivalent related experience; Minimum two years of experience in a sales-oriented, financial, or retail environment. Desired Qualifications: 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 Members; Problem resolution, negotiating, organization, multi-tasking and peer coaching skills; Ability to work flexible shifts.
- Skills: Could be extracted from qualifications: problem resolution, negotiating, organization, multi-tasking, peer coaching, communication, etc. But we may not need separate Skills section if qualifications cover. The instruction says prefer few substantive sections over many thin ones. So we could combine Qualifications and Skills into one Qualifications section, or have Qualifications and Skills separate if there is distinct content. Since qualifications already include skills, we could just have Qualifications section.
- About the role: we have intro paragraph about BECU and purpose. Could be "About the role" or "About BECU". Use About the role heading.
We must not include boilerplate like EEO statement, etc. Also remove duplicated lines.
We need to output only HTML fragment, no /, no markdown fences.
Thus produce something like:
.
Qualifications: list each bullet.
Minimum Qualifications:
- Bachelor’s Degree or equivalent related experience
- Minimum two years of experience in a sales-oriented, financial, or retail environment
Desired Qualifications:
- 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 Members
- Problem resolution, negotiating, organization, multi-tasking and peer coaching skills
- Ability to work flexible shifts
We'll put all in
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate like EEO, etc. Must preserve all substantive info.
We need to parse the posting.
Key info:
- Intro paragraph: "Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we’re proud of our history, we’re even more excited about our future. With business and technology transformation on the horizon, there’s never been a better time to be part of BECU. You bring more than your expertise to your role, and that matters here. Your story, perspectives, and lived experiences help shape belonging at BECU and deepen how we connect with and support our employees, our members, and our communities."
That's about the organization, could be "About the role" or maybe "About BECU". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can map.
- Pay range: "PAY RANGE The Target Pay Range for this position is $26.00 - $32.12 hourly." Also later: "Compensation Transparency ... Member Consultant: $26.00 – $28.00 per hour Offers are often made within this range, taking into account experience, skills, and alignment with internal team compensation. Please note that starting pay typically does not exceed the range midpoint."
We need to include Pay section with that info. Should we include both? Probably combine.
- Benefits: list: "401(k) Company Match (up to 3%)4% annual contribution to your 401(k) by BECUMedical, Dental and Vision (family contributions as well)PTO Program + Exchange ProgramTuition Reimbursement ProgramBECU Cares volunteer time off + donation match". Also "Community time off: This could mean paid time off specifically designated for volunteering or participating in community service activities." Also "Work-life balance: Policies and practices that support employees in balancing their professional responsibilities with personal activities and commitments." Also "Assisting the community with financial wellness: This could involve financial education programs or access to financial planning resources." That's repeated.
We need to include Benefits section with bullet list.
- Schedule: details: "Training Schedule 12 weeks, Monday–FridayVariable shifts between 8:00 AM – 6:30 PM Post-Training Schedule Variable shifts between Monday–Friday: 8:00 AM – 6:30 PMUp to 3 Saturdays per month: 8:30 AM – 1:30 PM". Also "Flexibility Required: Schedules are typically given 30 days in advance but you may be asked to adapt to varying schedules and branch assignments based on business needs". Also "Rotation Required: You’ll work across all POD branches for up to your first year or more - this is a core expectation of the roleOne-Year Commitment: All Retail new hires are expected to remain in this role, POD, and schedule for a minimum of one year before pursuing other opportunities within BECU". That's schedule/commitment.
We can include Schedule section with those details.
- Responsibilities: "IMPACT YOU’LL MAKE: As a Member Consultant II, you will play a key role in delivering a seamless and high-quality member experience. Your expertise in BECU’s products will allow you to identify, diagnose, and address members’ consumer financial needs and refer them to specialized services when necessary. You will serve as a subject matter expert, resolving our members' needs and providing expertise in specialized financial services." Also "WHAT YOU’LL DO: Exceptional Member Experience and Sales Consultation: 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." Also "Assisting the community with financial wellness: This could involve financial education programs or access to financial planning resources." (duplicate). Also "Community time off: This could mean paid time off specifically designated for volunteering or participating in community service activities." (maybe benefit). Also "Work-life balance: Policies and practices that support employees in balancing their professional responsibilities with personal activities and commitments." (benefit). So responsibilities: delivering member experience, product expertise, SME, refer, sign documents, assist community with financial wellness, etc.
- Qualifications: list: Minimum Qualifications: Bachelor’s Degree or equivalent related experience; Minimum two years of experience in a sales-oriented, financial, or retail environment. Desired Qualifications: 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 Members; Problem resolution, negotiating, organization, multi-tasking and peer coaching skills; Ability to work flexible shifts.
- Skills: Could be extracted from qualifications: problem resolution, negotiating, organization, multi-tasking, peer coaching, communication, etc. But we may not need separate Skills section if qualifications cover. The instruction says prefer few substantive sections over many thin ones. So we could combine Qualifications and Skills into one Qualifications section, or have Qualifications and Skills separate if there is distinct content. Since qualifications already include skills, we could just have Qualifications section.
- About the role: we have intro paragraph about BECU and purpose. Could be "About the role" or "About BECU". Use About the role heading.
We must not include boilerplate like EEO statement, etc. Also remove duplicated lines.
We need to output only HTML fragment, no /, no markdown fences.
Thus produce something like:
About the role
... intro paragraph ...
Responsibilities
- ... ...
Qualifications
- ... ...
Benefits
- ... ...
Pay
...
Schedule
- ... ...
. Responsibilities: combine points: - Play a key role in delivering a seamless and high-quality member experience. - Expertise in BECU’s products allows you to identify, diagnose, and address members’ consumer financial needs and refer them to specialized services when necessary. - Serve as a subject matter expert, resolving members' needs and providing expertise in specialized financial services. - 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: could involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources. We might also include "Assisting the community with financial wellness: This could involve financial education programs or access to financial planning resources." but it's duplicate. We'll list each as
- .
Benefits: list:
- 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
- Community time off: paid time off specifically designated for volunteering or participating in community service activities
- Work-life balance: Policies and practices that support employees in balancing their professional responsibilities with personal activities and commitments
- Assisting the community with financial wellness: could involve financial education programs or access to financial planning resources (maybe duplicate but we can include as benefit)
We'll list each.
Pay: Provide details:
- Target Pay Range for this position is $26.00 - $32.12 hourly.
- Compensation Transparency: Member Consultant: $26.00 – $28.00 per hour; offers often made within this range, taking into account experience, skills, and alignment with internal team compensation; starting pay typically does not exceed the range midpoint.
We'll put in
maybe combine. Schedule: details: - Training Schedule: 12 weeks, Monday–Friday; variable shifts between 8:00 AM – 6:30 PM. - Post-Training Schedule: Variable shifts Monday–Friday: 8:00 AM – 6:30 PM; up to 3 Saturdays per month: 8:30 AM – 1:30 PM. - Flexibility Required: Schedules typically given 30 days in advance but may be asked to adapt to varying schedules and branch assignments based on business needs. - Rotation Required: You’ll work across all POD branches for up to your first year or more - core expectation. - One-Year Commitment