B

BECU

Not-for-profit credit union offering banking services

Member Consultant 2

Retail & Commercial BankingConfirmed live in the last 24 hours
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.
  • The role requires the ability to complete the 12-week in-house training program after hire.
  • The role requires knowledge of credit union objectives and product and service solutions.
  • The role requires knowledge of state and federal laws and regulations related to membership, deposit, and loan products and services.
  • The role requires verbal and written communication skills for daily member interactions.
  • The role requires problem resolution, negotiating, organization, multitasking, and peer coaching skills.
  • The role requires flexibility to work varying shifts and branch assignments, including up to three Saturdays per month.
  • Employees are expected to remain in the role, pod, and schedule for at least one year before pursuing other opportunities within BECU.
  • The role requires commuting between pod branches and the Tukwila Financial Center for training.

Responsibilities

  • Use product knowledge to provide customer service and sales in business services, consumer lending, deposit servicing, individual retirement accounts, power of attorney, and fiduciary accounts.
  • Sign line and loan documents originating through the outbound or inbound call center to fulfill members' needs.
  • 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 more, based on business needs.

Desired Qualifications

  • One year of experience in a financial institution is desirable.
  • Spanish language fluency is highly desirable.
  • A thorough understanding of the sales process and the ability to manage a sales pipeline efficiently are desirable.
  • Proficiency and comfort learning new systems and programs, including navigating multiple systems simultaneously, are 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

Recently Posted Jobs

Explore more opportunities at BECU

See more jobs