Jobs · Consulting · Washington

Member Consultant II

BECU · Kirkland, 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. Use
  • for any list of duties/requirements/benefits, and

    for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate etc. Include sections only when posting has real specific content. Must preserve all substantive info. We need to parse the posting. Key content: - Intro paragraph about BECU, people helping people, etc. That's about the organization, maybe "About the role"? Actually "About This Role & Pod Expectations" is a section. Also "Impact You'll Make". Also "What You'll Do". Also "Qualifications". Also "Benefits". Also "Pay Range". Also schedule details. We need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections have content. - About the role: could include description of role, pod expectations, location, rotation, one-year commitment, training, travel, flexibility, training schedule. That seems appropriate. - Responsibilities: "What You'll Do" and "Impact You'll Make" maybe responsibilities. - Requirements: Minimum qualifications, desired qualifications. - Qualifications: maybe same as requirements? But we need separate sections; but we can combine? The instruction: prefer few substantive sections over many thin ones. So we might combine qualifications and requirements into one "Qualifications" section. But we have separate headings allowed; we can include both if they have content. However we should avoid thin sections. Let's see. We have: - 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; 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; Problem resolution, negotiating, organization, multi-tasking and peer coaching skills; Ability to work flexible shifts. These are qualifications/requirements. Could be under "Qualifications" heading. - Skills: maybe we could extract skills from desired qualifications: sales process, learning new systems, navigating multiple systems, communication, problem resolution, negotiating, organization, multi-tasking, peer coaching, flexible shifts. Could be a Skills section. - 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. - Pay: Pay Range: $26.00 - $32.12 hourly. Also compensation transparency: Member Consultant: $26.00 – $28.00 per hour; offers often made within this range; starting pay typically does not exceed the range midpoint. We need to include Pay section only if posting actually states them. Yes. - Schedule: details: 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 flexibility required: schedules given 30 days in advance but may adapt; rotation required; one-year commitment; travel required. Thus schedule section. Now we need to output HTML fragment only, no /, no markdown fences. We'll produce sections with

    headings and content. We must not repeat job title as heading. Job title is Member Consultant II. We'll not use that. We must not include Job ID/requisition numbers. We must remove boilerplate: EEO statement, etc. We must preserve all substantive information. We need to ensure we don't invent or summarize away detail. We need to use
    • for any list of duties/requirements/benefits. For prose use

      . Thus for each section we need to decide if content is list or prose. Let's structure:

      About the Role

      ... description about role, pod expectations, location, rotation, one-year commitment, training, travel, flexibility.

      Maybe we can break into

      for prose and

        for list items like pod branches, rotation required, one-year commitment, training, travel required, flexibility required. But the instruction: Use
        • for any list of duties/requirements/benefits. For other content, use

          . So we can use

            for lists like pod branches, etc. Let's extract list items: - Pod Branches: Kirkland/Kirkland Central - 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 could make each as
          • . Now Responsibilities: Could be from "Impact You'll Make" and "What You'll Do". Let's list duties. Impact You'll Make bullet points: - 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. What You'll Do bullet points (some duplicated): - 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 need to preserve all substantive info, but we can deduplicate? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. Duplicate lines: we should keep them? It says remove duplicated lines. So we should remove duplicated lines. So we need to deduplicate. Thus responsibilities list: - Play a key role in delivering a seamless and high-quality member experience. - Utilize BECU product expertise 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 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. - Provide paid time off designated for volunteering or participating in community service activities (Community time off). - Support work-life balance through policies and practices that help employees balance professional responsibilities with personal activities and commitments. We could combine some. Now Requirements/Qualifications: We'll have a Qualifications section with Minimum and Desired qualifications. We could split into Minimum Qualifications and Desired Qualifications as subheadings? But only allowed headings are the listed ones. Could we use

            for subheadings? The instruction: 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

            for section headings (list). It might be okay to use other headings but better to stick to those. We could embed Minimum and Desired as

            with bold? But we need to use

            • for list. So we can have two lists: Minimum Qualifications and Desired Qualifications each as
                with preceding

                maybe. But we need to avoid creating thin sections. Qualifications section will have content. Skills section: we can extract skills from desired qualifications: sales process, managing sales pipeline, learning new systems, navigating multiple systems, communication, problem resolution, negotiating, organization, multi-tasking, peer coaching, flexible shifts. Also maybe Spanish language fluency. We'll make a Skills section with

                  . Benefits section: list as
                    . Pay section: we can give

                    with pay range details. Schedule section: list schedule details as

                      maybe. Now we need to ensure we don't include boilerplate like EEO statement, navigation, etc. Now produce HTML. Let's craft. First, About the Role:

                      As a Member Consultant II, you will be part of a purpose-driven organization where your work makes a real difference. The role is part of a pod (a group of nearby branches) within BECU’s East District.

                      Then
                        list items. Let's list:
                      • Pod Branches: Kirkland/Kirkland Central
                      • Location support based on business needs
                      • Rotation Required: Work across all POD branches for up to your first year or more (core expectation)
                      • One-Year Commitment: Remain in this role, pod, and schedule for a minimum of one year before pursuing other opportunities within BECU
                      • Training: Includes travel to the Tukwila Financial Center
                      • Travel Required: Ability to commute between branches and training location
                      • Flexibility Required: Schedules given 30 days in advance, with potential to adapt to varying schedules and branch assignments based on business needs
                      • Now Responsibilities:

                        Responsibilities

                        • Play a key role in delivering a seamless and high-quality member experience.
                        • Utilize BECU product expertise 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 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.
                        • Prov

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