Member Consultant II - NEW LOCATION IN TUMWATER!

About the Role

As a Member Consultant II at our brand new Tumwater Neighborhood Financial Center, 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

• 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

Qualifications

• Bachelor's Degree or equivalent related experience
• Minimum two years of experience in a sales-oriented, financial, or retail environment
• 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

Desired Qualifications

• One year of experience in a financial institution
• Spanish language fluency highly desirable

Pay

The Target Pay Range for this position is $26.00 - $32.12 hourly.

Schedule

• Training: 12 weeks, Monday–Friday, variable shifts between 8:00 AM – 6:30 PM; training includes travel to the Tukwila Financial Center (ability to commute between Tumwater and training location required)
• Post-training: Variable shifts between Monday–Friday: 8:00 AM – 6:30 PM; up to 3 Saturdays per month: 8:30 AM – 1:30 PM
• 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
• All Retail new hires are expected to remain in this role, location, and schedule for a minimum of one year before pursuing other opportunities within BECU

Benefits

• 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
• 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