Member Consultant II
BECU · Shoreline, WA · 4 wk ago
Consulting$26–$32.12/hrFull-time
We need to output HTML fragment with sections: About the role? Actually we need to use for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include sections only when posting has real specific content. We have content: Pay range, Benefits, Impact you'll make, About this role & pod expectations, What you'll do, Qualifications, etc. Also schedule info: training schedule, post-training schedule, variable shifts, Saturdays. So we can have sections: About the role (maybe combine About This Role & Pod Expectations), Responsibilities (WHAT YOU’LL DO), Qualifications (QUALIFICATIONS), Benefits, Pay, Schedule. Also maybe Impact you'll make could be part of About the role or separate? But we only need to include sections when there is real content. We could have sections: About the role, Responsibilities, Qualifications, Benefits, Pay, Schedule. Ensure we don't repeat job title. Use
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include sections only when posting has real specific content. We have content: Pay range, Benefits, Impact you'll make, About this role & pod expectations, What you'll do, Qualifications, etc. Also schedule info: training schedule, post-training schedule, variable shifts, Saturdays. So we can have sections: About the role (maybe combine About This Role & Pod Expectations), Responsibilities (WHAT YOU’LL DO), Qualifications (QUALIFICATIONS), Benefits, Pay, Schedule. Also maybe Impact you'll make could be part of About the role or separate? But we only need to include sections when there is real content. We could have sections: About the role, Responsibilities, Qualifications, Benefits, Pay, Schedule. Ensure we don't repeat job title. Use for each heading. Use - for lists. Use
for prose.
We must preserve all substantive information, not invent or summarize away detail. Remove boilerplate: EEO statement, navigation, etc. Also remove duplicated lines. Also remove application instructions like "Apply now". Also remove hashtags. Also remove "Impact you'll make" maybe we can incorporate into About the role? But we need to keep content. Could create a section "Impact you'll make" but not in allowed headings list? The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says use those for section headings. Probably we should stick to those headings. So we need to map content to those headings.
About the role: include description of role, purpose, pod expectations, impact you'll make? Could include impact.
Responsibilities: WHAT YOU’LL DO list.
Qualifications: Minimum and Desired qualifications.
Benefits: list.
Pay: pay range.
Schedule: training schedule, post-training schedule, variable shifts, Saturdays.
We must not include placeholder like "commensurate with experience". We have actual pay range.
We must not repeat job title. Not include Job ID.
We must not include EEO statement.
We must not include application instructions like "Apply now", hashtags.
We must preserve all substantive info: e.g., "Your story, perspectives, and lived experiences help shape belonging at BECU..." etc. That's substantive; we need to keep it somewhere. Could be in About the role.
Also "When you join our team, you become part of a purpose-driven organization..." etc.
Also "While we’re proud of our history, we’re even more excited about our future..." etc.
Also "You bring more than your expertise to your role, and that matters here." etc.
Also "Compensation Transparency..." etc.
Also "About This Role & Pod Expectations" details.
Also "Training: Training will include travel to the Tukwila Financial CenterTravel Required: The ability to commute between branches & training location is requiredFlexibility 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 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"
We need to parse that into schedule section.
Also "Impact you'll make" details: "As a Member Consultant II, you will play a key role in delivering a seamless and high-quality member experience..." etc. Could go under About the role or Responsibilities. Probably About the role.
Now produce HTML.
We need to ensure we don't duplicate lines. For 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". There's missing spaces; we need to separate items. Probably each benefit separated by line break? We'll create list items: 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.
Pay: "The Target Pay Range for this position is $26.00 - $32.12 hourly." Also later: "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 preserve both? The first is target pay range for this position; second is more specific for Member Consultant. Since the job is Member Consultant II, we should include both? The instruction: preserve ALL substantive information. So we need to include both statements. Could combine: The Target Pay Range for this position is $26.00 - $32.12 hourly. For Member Consultant role, the range is $26.00 – $28.00 per hour, with offers often made within this range, starting pay typically not exceeding the midpoint.
We'll include that in Pay section.
Schedule: Provide details.
Now produce HTML.
We must not include markdown fences. Just raw HTML.
Let's craft:
About the role
... paragraphs ...
We need to include all prose from posting that is not list.
Let's gather prose for About the role:
- Opening: "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."
- 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."
- 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/ShorelineLocation support based on business needsRotation 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 BECUTraining: Training will include travel to the Tukwila Financial CenterTravel Required: The ability to commute between branches & training location is requiredFlexibility 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 could combine.
We need to ensure we don't have run-on sentences without spaces. We'll add spaces where missing.
Now Responsibilities: WHAT YOU’LL DO list.
We have bullet-like sentences:
"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. 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. Assisting the community with financial wellness: This could involve financial education programs or access to financial planning resources."
We need to turn into list items. Each bullet maybe separate. We'll create - for each duty.
We need to avoid duplication: "Assisting the community with financial wellness:" appears twice; we can combine or keep both? Might be duplicate; we should remove duplicated lines. So keep one.
Thus responsibilities list:
- 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: involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources.
- 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 professional responsibilities with personal activities and commitments.
Now Qualifications: Minimum and Desired.
We'll create 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
Now Benefits: list as earlier.
Pay: paragraph.
Schedule: we need to detail.
We have: 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: "Training: Training will include travel to the Tukwila Financial CenterTravel Required: The ability to commute between branches & training location is requiredFlexibility 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'll combine.
Schedule section: maybe include paragraphs and list.
We'll produce
for prose and
for list of schedule details.
Now ensure we don't include any boilerplate like EEO statement, hashtags, "Apply now", "Join the journey", etc.
Also remove duplicated lines like "
- for lists. Use
for prose. We must preserve all substantive information, not invent or summarize away detail. Remove boilerplate: EEO statement, navigation, etc. Also remove duplicated lines. Also remove application instructions like "Apply now". Also remove hashtags. Also remove "Impact you'll make" maybe we can incorporate into About the role? But we need to keep content. Could create a section "Impact you'll make" but not in allowed headings list? The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says use those for section headings. Probably we should stick to those headings. So we need to map content to those headings. About the role: include description of role, purpose, pod expectations, impact you'll make? Could include impact. Responsibilities: WHAT YOU’LL DO list. Qualifications: Minimum and Desired qualifications. Benefits: list. Pay: pay range. Schedule: training schedule, post-training schedule, variable shifts, Saturdays. We must not include placeholder like "commensurate with experience". We have actual pay range. We must not repeat job title. Not include Job ID. We must not include EEO statement. We must not include application instructions like "Apply now", hashtags. We must preserve all substantive info: e.g., "Your story, perspectives, and lived experiences help shape belonging at BECU..." etc. That's substantive; we need to keep it somewhere. Could be in About the role. Also "When you join our team, you become part of a purpose-driven organization..." etc. Also "While we’re proud of our history, we’re even more excited about our future..." etc. Also "You bring more than your expertise to your role, and that matters here." etc. Also "Compensation Transparency..." etc. Also "About This Role & Pod Expectations" details. Also "Training: Training will include travel to the Tukwila Financial CenterTravel Required: The ability to commute between branches & training location is requiredFlexibility 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 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" We need to parse that into schedule section. Also "Impact you'll make" details: "As a Member Consultant II, you will play a key role in delivering a seamless and high-quality member experience..." etc. Could go under About the role or Responsibilities. Probably About the role. Now produce HTML. We need to ensure we don't duplicate lines. For 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". There's missing spaces; we need to separate items. Probably each benefit separated by line break? We'll create list items: 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. Pay: "The Target Pay Range for this position is $26.00 - $32.12 hourly." Also later: "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 preserve both? The first is target pay range for this position; second is more specific for Member Consultant. Since the job is Member Consultant II, we should include both? The instruction: preserve ALL substantive information. So we need to include both statements. Could combine: The Target Pay Range for this position is $26.00 - $32.12 hourly. For Member Consultant role, the range is $26.00 – $28.00 per hour, with offers often made within this range, starting pay typically not exceeding the midpoint. We'll include that in Pay section. Schedule: Provide details. Now produce HTML. We must not include markdown fences. Just raw HTML. Let's craft:
About the role
... paragraphs ...
We need to include all prose from posting that is not list. Let's gather prose for About the role: - Opening: "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." - 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." - 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/ShorelineLocation support based on business needsRotation 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 BECUTraining: Training will include travel to the Tukwila Financial CenterTravel Required: The ability to commute between branches & training location is requiredFlexibility 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 could combine. We need to ensure we don't have run-on sentences without spaces. We'll add spaces where missing. Now Responsibilities: WHAT YOU’LL DO list. We have bullet-like sentences: "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. 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. Assisting the community with financial wellness: This could involve financial education programs or access to financial planning resources." We need to turn into list items. Each bullet maybe separate. We'll create- for each duty.
We need to avoid duplication: "Assisting the community with financial wellness:" appears twice; we can combine or keep both? Might be duplicate; we should remove duplicated lines. So keep one.
Thus responsibilities list:
- 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: involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources.
- 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 professional responsibilities with personal activities and commitments.
Now Qualifications: Minimum and Desired.
We'll create 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
Now Benefits: list as earlier.
Pay: paragraph.
Schedule: we need to detail.
We have: 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: "Training: Training will include travel to the Tukwila Financial CenterTravel Required: The ability to commute between branches & training location is requiredFlexibility 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'll combine.
Schedule section: maybe include paragraphs and list.
We'll produce
for prose and
- for list of schedule details.
Now ensure we don't include any boilerplate like EEO statement, hashtags, "Apply now", "Join the journey", etc.
Also remove duplicated lines like "
- for each duty.
We need to avoid duplication: "Assisting the community with financial wellness:" appears twice; we can combine or keep both? Might be duplicate; we should remove duplicated lines. So keep one.
Thus responsibilities list:
- 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: involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources.
- 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 professional responsibilities with personal activities and commitments.
Now Qualifications: Minimum and Desired.
We'll create 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
Now Benefits: list as earlier.
Pay: paragraph.
Schedule: we need to detail.
We have: 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: "Training: Training will include travel to the Tukwila Financial CenterTravel Required: The ability to commute between branches & training location is requiredFlexibility 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'll combine.
Schedule section: maybe include paragraphs and list.
We'll produce