Jobs · Consulting · Washington

Member Consultant II

BECU · Lynnwood, WA · 4 wk 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. We must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate like EEO, application instructions, etc. Must preserve all substantive info. We need to parse the posting. Key content: - Intro paragraph about BECU, mission, etc. That's about the role? Could be "About the role" or maybe "About BECU". But we need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have: - Pay range: $26.00 - $32.12 hourly. Also later: "Member Consultant: $26.00 – $28.00 per hour". There's some duplication. We need to preserve all substantive info. So we can include Pay section with both statements? The posting says: "PAY RANGE The Target Pay Range for this position is $26.00 - $32.12 hourly." Then later: "Compensation Transparency ... Member Consultant: $26.00 – $28.00 per hour". So we need to include both. - 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 Also later: "What You’ll Gain Community time off: ... Work-life balance: ...". Those could be considered benefits as well. But we already have benefits list; we can include those as part of Benefits section. - Schedule: Training Schedule 12 weeks, Monday–Friday Variable shifts between 8:00 AM – 6:30 PM Post-Training Schedule Variable shifts between Monday–Friday: 8:00 AM – 6:30 PM Up to 3 Saturdays per month: 8:30 AM – 1:30 PM Also earlier: "Rotation Required: You’ll work across all POD branches for up to your first year or more - this is a core expectation of the role One-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 Training: Training will include travel to the Tukwila Financial Center Travel Required: The ability to commute between branches & training location is required 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". So schedule section includes training schedule, post-training schedule, rotation, one-year commitment, travel, flexibility. - Responsibilities / What you'll do: "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 earlier: "Assisting the community with financial wellness: This could involve financial education programs or access to financial planning resources." (duplicate). Also "What You’ll Gain Community time off: This could mean 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." That's more benefits. - Qualifications: "QUALIFICATIONS: 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, ability to work flexible shifts, proficiency with systems, etc. But we may combine qualifications and skills. However we need separate sections only if there is real specific content. We could have Qualifications section (minimum and desired) and Skills section (list of skills). But the qualifications already include many skill-like items. To avoid duplication, we could put all under Qualifications and not create Skills unless there is distinct skill list separate. The posting does not have a separate "Skills" heading; it's within qualifications. So we may omit Skills section. - About the role: Could be the introductory paragraphs about BECU mission, purpose-driven organization, etc. Also "About This Role & Pod Expectations" section. That seems like About the role. So we can have About the role section containing: mission statement, purpose-driven, future excitement, pod expectations, rotation, one-year commitment, training location, travel required, flexibility. We need to avoid repeating job title as heading. No job title heading. We must not include boilerplate: EEO statement, application instructions, hashtags, etc. Remove those. We must preserve all substantive info. So we need to include everything else. Let's structure:

About the role

... (mission, purpose-driven, future excitement, pod expectations, rotation, one-year commitment, training, travel, flexibility)

Responsibilities

  • ... list items

Qualifications

  • ... Minimum Qualifications ...
  • ... Desired Qualifications ...
Maybe also separate Minimum and Desired as subheadings? Not required but could be

with bold? But we must use

  • for any list of duties/requirements/benefits. So for qualifications we can use
    • . For Benefits:
      • ...
      For Pay: maybe

      with details. For Schedule:

      • ...
      We need to ensure we don't create sections with filler like "commensurate with experience". We have real content. Let's extract precise text. About the role content: From posting: "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." Then later: "About This Role & Pod Expectations This role is part of a pod (a group of nearby branches) within BECU’s Soundview District. Additional details provided if moved forward in the hiring process. Pod Branches: Ballinger/Lynnwood/Shoreline Location support based on business needs Rotation Required: You’ll work across all POD branches for up to your first year or more - this is a core expectation of the role One-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 Training: Training will include travel to the Tukwila Financial Center Travel Required: The ability to commute between branches & training location is required 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" We can combine. Responsibilities content: From "IMPACT YOU’LL MAKE:" and "WHAT YOU’LL DO:" and maybe "Assisting the community with financial wellness:" etc. Let's list: - Play a key role in delivering a seamless and high-quality member experience. - Use expertise in BECU’s products 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. Also maybe "Assisting the community with financial wellness: This could involve financial education programs or access to financial planning resources." (duplicate). We'll keep one. Qualifications content: 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 Benefits content: From "BENEFITS – Because People Helping People Starts With Supporting You": - 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 Also from "What You’ll Gain": - 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. We could include those as benefits as well. Pay content: - PAY RANGE The Target Pay Range for this position is $26.00 - $32.12 hourly. - Compensation Transparency: Member Consultant: $26.00 – $28.00 per hour. Offers are

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