Member Consultant II

About the Role

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.

This role is part of a pod (a group of nearby branches) within BECU’s Mountain District. You’ll work across all POD branches for up to your first year or more—this is a core expectation of the role. Pod Branches: Auburn, Covington, Maple Valley. 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 will include travel to the Tukwila Financial Center. The ability to commute between branches and the training location is 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.

Responsibilities

• 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, including financial education programs, budgeting, debt management, or access to financial planning resources.

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; 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

Pay

The target pay range for this position is $26.00 – $32.12 hourly. Offers are often made within the range of $26.00 – $28.00 per hour, taking into account experience, skills, and alignment with internal team compensation. Starting pay typically does not exceed the range midpoint.

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.

Benefits

• 401(k) Company Match (up to 3%)
• 4% annual contribution to your 401(k) by BECU
• Medical, Dental, and Vision (family contributions available)
• PTO Program + Exchange Program
• Tuition Reimbursement Program
• BECU Cares volunteer time off + donation match