MEMBER CONSULTANT II

Seattle, WA

Are you interested in working for a purpose-driven organization that is owned by, and accountable to, its members—not its shareholders? Where you can collaborate with teams that help deliver products and services to over 1.3 million members? Then read on—BECU might just be the right fit for you.

BECU is a national leader among financial institutions. With over $29 billion in assets, we’re among the largest credit unions in the nation. We’ve been in business for over 86 years, serving the financial well-being of our community and helping our members achieve life-long financial goals.

Here’s what else sets us apart:

Our members-first ethos.
Unique benefits, perks and workplace culture.
Philanthropy and community involvement.
Remote, flexible and hybrid work opportunities.

As the nation's largest community credit union, we begin every day focused on delivering superior financial products and services for our 1.3 million members and more than $30 billion in managed assets. Our work has an economic impact as we support our members' financial goals. We are unapologetic about being devoted to our members and the communities we serve. Our business is guided by our people helping people philosophy – which includes our team members.
BECU has been in business for more than 85 years, driven by unwavering core values and a dedication to improving the communities we serve. While we have a rich history, the future of our company, accelerated by business and technology transformation, is even brighter. There's never been a better time to work for BECU.

To learn more visit becu.org/careers.

PAY RANGE

The Target Pay Range for this position is $24.90-$30.38 hourly. The full Pay Range is $20.20-$35.96 hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

BENEFITS

Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Employees have access to disability and AD&D insurance. We also offer health care and dependent care flexible spending accounts, as well as health savings accounts, to eligible employees. Employees are able to enroll in our company’s 401k plan and employer-funded retirement plan. Newly hired employees accrue 6.16 hours of paid time off (PTO) on a per pay period basis based on hours worked (up to a maximum of 160 PTO hours per year) and receive ten paid holidays throughout the calendar year. Additional details regarding BECU Benefits can be found here.

Impact You’ll Make: 

As a Member Consultant II, you will play a key role in delivering a seamless and high-quality member experience. Your expertise in BECU’s products will allow you to identify, diagnose, and address members’ consumer financial needs and refer them to specialized services when necessary. You will serve as a subject matter expert, resolving our members needs and providing expertise in specialized financial services.

What You’ll Do: 

Exceptional Member Experience and Sales Consultation:   

Utilize product knowledge to provide excellent customer service and sales, including areas of business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts. 
Sign all line and loan documents that originate through outbound/inbound call center, ensuring each Member’s needs are fulfilled. 
Member Consultants may be expected to provide notary and medallion signature guarantee services to BECU membership.

Financial Literacy-based Sales:  Deepen and retain member relationships using the Member Advantage and other BECU programs.  Develop new member relationships within the community, including member referrals.

Enhanced Loan Services:  Interview and process business loan applications, forwarding completed applications to Business Services.  Conduct thorough consumer loan interviews, complete applications and necessary documentation, and ensure all members receive prompt, efficient, and professional service.

Branch Operations:  Maintain thorough knowledge of all forms and documentation necessary for each consumer and business loan type.

By applying to this requisition, you have expressed interest in working in a branch within the Central District.

In the Central District, there are pod branches. A pod is a group of branches that are close in proximity to one another. If selected for employment, you may train out of any one of the pod branches.

After completion of training and while awaiting an opening in a pod branch, you will be scheduled to work in any of the pod locations. You must be comfortable with all commutes pertaining to branches within the pod you’re hired into.

The pod you’re applying to includes the following branches:

Ballard, Queen Anne, Broadway, 2nd and Pine, Downtown Seattle Financial Center, South Lake Union

12-Week Training Schedule:

Monday-Friday with flexibility needed to work shifts between the hours of 8:00 am and 6:30pm

After training, Member Consultants are scheduled during any of the branch operating hours:

Monday-Friday between 8:30am-6:15pm

Up to three Saturdays per month from 8:30am-1:30pm

Qualifications:  

Minimum Qualifications: 

Bachelor’s Degree or equivalent related experience 
Minimum two years of experience in a sales-oriented, financial, or retail environment 
Thorough understanding of the sales process and ability to manage a sales pipeline efficiently 
Ability to comply with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO)

Desired Qualifications: 

One year of experience in a financial institution
Strong proficiency and comfort level with learning new systems and programs; with the ability to navigate multiple systems simultaneously
Ability to successfully complete 12-week in-house training program after hire 
Comprehensive understanding and knowledge of Credit Union key objectives, product and service solutions 
Knowledge of state and federal laws and regulations pertaining to membership, deposit, and loan products and services offered. 
Proficient verbal and written communication skills to enable daily communication with Members
Proficient math aptitude and analytical skills 
Problem resolution, negotiating, organization, multi-tasking and peer coaching skills 
Ability to work flexible shifts between the hours of 8:00 am and 6:30pm during the week, and 8:00 am and 1:30 pm on Saturdays

EEO Statement:

BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.