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BECU

Not-for-profit credit union offering banking services

Member Consultant 2

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

About the Job

Requirements

  • A bachelor's degree or equivalent related experience is required.
  • At least two years of experience in a sales-oriented, financial, or retail environment is required.
  • The candidate must be able to complete the 12-week in-house training program after hire.
  • The candidate must understand the sales process and be able to manage a sales pipeline efficiently.
  • The candidate must be comfortable learning new systems and programs and navigating multiple systems simultaneously.
  • The candidate must understand credit union objectives, products, and service solutions.
  • The candidate must know state and federal laws and regulations pertaining to membership, deposit, and loan products and services.
  • The candidate must have verbal and written communication skills for daily communication with members.
  • The candidate must have problem-resolution, negotiating, organization, multitasking, and peer-coaching skills.
  • The candidate must be able to work flexible shifts.

Responsibilities

  • Use product knowledge to provide customer service and sales in business services, consumer lending, deposit servicing, IRA, POA, and fiduciary accounts.
  • Sign line and loan documents originating through the outbound and inbound call center to ensure members' needs are fulfilled.
  • Support community financial wellness through financial education, budgeting and debt-management assistance, or access to financial-planning resources.

Desired Qualifications

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

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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