Member Consultant II
BECU · Lacey, WA · 1 mo ago
Consulting$26–$32.12/hrFull-time
We need to output only HTML fragment, using for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, remove boilerplate like EEO, navigation, legal, duplicated lines, application instructions. Must include sections only when posting has real specific content. Must not include filler like "commensurate with experience". Must not create Pay/Schedule/Benefits sections unless posting actually states them. The posting includes PAY RANGE, BENEFITS, Training Schedule, Post-Training Schedule, etc. So we need sections: About the role (maybe "About This Role & Pod Expectations"?), Responsibilities (WHAT YOU’LL DO), Qualifications (QUALIFICATIONS), Benefits (BENEFITS), Pay (PAY RANGE), Schedule (Training Schedule, Post-Training Schedule). Also maybe "Impact You’ll Make" could be part of About the role or Responsibilities? We'll decide.
We must not include duplicated lines. The posting repeats some lines like "Assisting the community with financial wellness:" appears twice under WHAT YOU’LL DO and What You’ll Gain. We need to preserve all substantive info but not duplicate? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." It doesn't explicitly forbid removing duplicate lines, but says remove duplicated lines. So we can deduplicate.
We need to remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So remove the EEO Statement at end, also remove "Join the journey" maybe considered motivational but it's substantive? It's more like call to action; maybe considered application instruction? It says "Apply now..." That's application instruction, should be removed. Also hashtags etc.
We need to keep the core description: mission statement, pay range, benefits list, impact you'll make, responsibilities, qualifications, schedule details.
Let's extract content:
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 a general intro. We'll put under
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, remove boilerplate like EEO, navigation, legal, duplicated lines, application instructions. Must include sections only when posting has real specific content. Must not include filler like "commensurate with experience". Must not create Pay/Schedule/Benefits sections unless posting actually states them. The posting includes PAY RANGE, BENEFITS, Training Schedule, Post-Training Schedule, etc. So we need sections: About the role (maybe "About This Role & Pod Expectations"?), Responsibilities (WHAT YOU’LL DO), Qualifications (QUALIFICATIONS), Benefits (BENEFITS), Pay (PAY RANGE), Schedule (Training Schedule, Post-Training Schedule). Also maybe "Impact You’ll Make" could be part of About the role or Responsibilities? We'll decide.
We must not include duplicated lines. The posting repeats some lines like "Assisting the community with financial wellness:" appears twice under WHAT YOU’LL DO and What You’ll Gain. We need to preserve all substantive info but not duplicate? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." It doesn't explicitly forbid removing duplicate lines, but says remove duplicated lines. So we can deduplicate.
We need to remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So remove the EEO Statement at end, also remove "Join the journey" maybe considered motivational but it's substantive? It's more like call to action; maybe considered application instruction? It says "Apply now..." That's application instruction, should be removed. Also hashtags etc.
We need to keep the core description: mission statement, pay range, benefits list, impact you'll make, responsibilities, qualifications, schedule details.
Let's extract content:
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 a general intro. We'll put under About the role
with that paragraph.
Next: "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 preserve all substantive info. So we can combine: Pay range $26.00 - $32.12 hourly, with note that Member Consultant range $26.00 – $28.00 per hour, offers often within that range, starting pay typically not exceed midpoint.
We'll put under Pay
with paragraph(s).
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". The formatting is messy; we need to parse into list items.
Probably 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
We'll put under Benefits
with - .
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."
We could put under
About the role
or separate Impact You’ll Make
. But we only have allowed headings list; we can use any of those headings. "Impact You’ll Make" could be part of About the role or Responsibilities. Probably better to put under About the role
as part of description.
Responsibilities (WHAT YOU’LL DO): list:
- 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.
- 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. (duplicate, we can deduplicate)
We'll deduplicate the financial wellness line.
Also "What You’ll Gain" includes community time off and work-life balance; we already have those.
We'll combine responsibilities and what you'll gain maybe under Responsibilities.
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
We'll put under Qualifications
with - .
Schedule: includes Training Schedule and Post-Training Schedule.
Training Schedule: "12 weeks, Monday–FridayVariable shifts between 8:00 AM – 6:30 PM". Actually text: "Training Schedule 12 weeks, Monday–FridayVariable shifts between 8:00 AM – 6:30 PM". Probably means 12 weeks training, Monday-Friday, variable shifts 8am-6:30pm.
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 note "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". 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 "Travel Required: The ability to commute between branches & training location is required". Also "Training: Training will include travel to the Tukwila Financial Center". Also "Pod Branches: Hawks Prairie/Lacey/TumwaterLocation support based on business needs". Also "Additional details provided if moved forward in the hiring process."
We need to include schedule info under
Schedule
. We'll include bullet points or paragraph.
We must not include filler like "commensurate with experience". Not present.
We must not include application instructions like "Apply now". We'll remove that.
We must not include EEO statement.
We must not include duplicated lines.
Now produce HTML fragment with headings and content.
We'll structure:
About the role
... intro paragraph ...
... Impact you'll make paragraph ...
Responsibilities
- ...
...
Qualifications
- ...
...
Benefits
- ...
...
Pay
...
Schedule
... maybe bullet list
or .
We need to ensure we don't create empty sections.
Let's craft content.
About the role paragraph: combine the intro and impact.
Intro: "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: "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."
We can combine into one or two paragraphs.
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 through financial education programs, assistance with budgeting, debt management, or access to financial planning resources.
- Participate in community time off for paid volunteer or community service activities.
- Benefit from work-life balance policies that support balancing professional responsibilities with personal activities and commitments.
We might also
About the role
or separateImpact You’ll Make
. But we only have allowed headings list; we can use any of those headings. "Impact You’ll Make" could be part of About the role or Responsibilities. Probably better to put underAbout the role
as part of description. Responsibilities (WHAT YOU’LL DO): list: - 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. - 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. (duplicate, we can deduplicate) We'll deduplicate the financial wellness line. Also "What You’ll Gain" includes community time off and work-life balance; we already have those. We'll combine responsibilities and what you'll gain maybe under Responsibilities. 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 We'll put underQualifications
with- .
Schedule: includes Training Schedule and Post-Training Schedule.
Training Schedule: "12 weeks, Monday–FridayVariable shifts between 8:00 AM – 6:30 PM". Actually text: "Training Schedule 12 weeks, Monday–FridayVariable shifts between 8:00 AM – 6:30 PM". Probably means 12 weeks training, Monday-Friday, variable shifts 8am-6:30pm.
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 note "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". 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 "Travel Required: The ability to commute between branches & training location is required". Also "Training: Training will include travel to the Tukwila Financial Center". Also "Pod Branches: Hawks Prairie/Lacey/TumwaterLocation support based on business needs". Also "Additional details provided if moved forward in the hiring process."
We need to include schedule info under
Schedule
. We'll include bullet points or paragraph. We must not include filler like "commensurate with experience". Not present. We must not include application instructions like "Apply now". We'll remove that. We must not include EEO statement. We must not include duplicated lines. Now produce HTML fragment with headingsand content. We'll structure:
About the role
... intro paragraph ...
... Impact you'll make paragraph ...
Responsibilities
- ... ...
Qualifications
- ... ...
Benefits
- ... ...
Pay
...
Schedule
... maybe bullet list
or- .
We need to ensure we don't create empty sections.
Let's craft content.
About the role paragraph: combine the intro and impact.
Intro: "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: "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."
We can combine into one or two paragraphs.
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 through financial education programs, assistance with budgeting, debt management, or access to financial planning resources.
- Participate in community time off for paid volunteer or community service activities.
- Benefit from work-life balance policies that support balancing professional responsibilities with personal activities and commitments.
We might also