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BECU

Not-for-profit credit union offering banking services

Member Consultant 2

Retail & Commercial BankingPosted on Nov 6
Full-time$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.
  • Ability to successfully complete the 12-week in-house training program after hire.
  • Ability to understand the sales process and efficiently manage a sales pipeline.
  • Ability to learn new systems and programs and navigate multiple systems simultaneously.
  • Comprehensive understanding of credit union objectives, products, and service solutions.
  • Knowledge of state and federal laws and regulations related to membership, deposit, and loan products and services.
  • Verbal and written communication skills to communicate with members daily.
  • Problem-resolution, negotiating, organizational, multitasking, and peer-coaching skills.
  • Ability to work flexible shifts.
  • Ability to commute among pod branches and to the Tukwila Financial Center for training.

Responsibilities

  • Use product knowledge to provide customer service and sales, including business services, consumer lending, deposit servicing, IRA, POA, and fiduciary accounts.
  • Sign line and loan documents originating through the inbound or outbound call center to ensure members' needs are fulfilled.
  • Support community financial wellness through financial education, budgeting assistance, debt management, or access to financial planning resources.
  • Work across the pod branches for up to a year or more and remain in the role, pod, and schedule for at least one year before pursuing other opportunities within BECU.

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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