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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 /hrIn-person

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 ability to complete the 12-week in-house training program after hire is required.
  • The role requires knowledge of credit union objectives and product and service solutions.
  • The role requires knowledge of state and federal laws and regulations for membership, deposit, and loan products and services.
  • The role requires verbal and written communication skills for daily communication with members.
  • Problem resolution, negotiating, organization, multitasking, peer coaching, and flexibility to work varied shifts are required.
  • The role requires the ability to commute between branches and the training location and to adapt to varying schedules and branch assignments.

Responsibilities

  • Use product knowledge to provide member service and sales relating to 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.
  • Rotate across the pod branches for up to a year or more and attend training at the Tukwila Financial Center.

Desired Qualifications

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

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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