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BECU

Not-for-profit credit union offering banking services

Member Consultant 2

Retail & Commercial BankingUpdated on Nov 10
Full-timeSeattle, WA, USA$26 - $32.12 /hr

About the Job

Requirements

  • A bachelor's degree or equivalent related experience.
  • At least two years of experience in a sales-oriented, financial, or retail environment.
  • Ability to complete the 12-week in-house training program after hire.
  • Thorough understanding of the sales process and ability to manage a sales pipeline efficiently.
  • Proficiency and comfort learning new systems and programs, including navigating multiple systems simultaneously.
  • Comprehensive understanding of credit union objectives, products, and service solutions.
  • Knowledge of state and federal laws and regulations pertaining to membership, deposit, and loan products and services.
  • Verbal and written communication skills to enable daily communication with members.
  • Math aptitude and analytical skills.
  • Problem resolution, negotiation, organization, multitasking, and peer coaching skills.
  • Ability to work flexible shifts.

Responsibilities

  • Use product knowledge to provide customer service and sales in business services, consumer lending, deposit servicing, IRA, power of attorney, and fiduciary accounts.
  • Sign line and loan documents originating through the outbound or inbound call center to ensure members' needs are fulfilled.
  • Support community financial wellness through financial education programs, budgeting assistance, debt management, or access to financial planning resources.
  • Identify, diagnose, and address members' consumer financial needs and refer them to specialized services when necessary.
  • Serve as a subject matter expert in specialized financial services and resolve members' needs.
  • Work across all pod branches for up to the first year or longer, with location support based on business needs.
  • Attend training at the Tukwila Financial Center and commute between branches and the training location.

Desired Qualifications

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

About the Company

BECU

Not-for-profit credit union offering banking services

BECU is a not-for-profit credit union that serves members with checking and savings, loans, mortgages, and credit cards. Members open accounts or loans online or in branches, fund accounts, transfer money, borrow, and manage finances with a mobile app. As a member-owned cooperative, it aims to reinvest in members with lower fees and better terms, and it offers cobranded products and partnerships like Boeing Visa, Seattle Sounders discounts, and financial education programs. Its goal is to help people achieve financial well-being and stability through affordable services and education.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Tukwila, WA
Founded
1935

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