Member Consultant II

2 weeks ago

Tacoma, Washington, United States BECU Full time


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.



BECUhas 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

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.


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.



BECUhas 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

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
BECUBenefits 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 Consultant

s

may be expected to provide

notary and medallion signature guarantee services to
BECUmembership.
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 Mountain District.
In the Mountain 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:
Tacoma Narrows, University Place

12-Week Training Schedule:
Monday-Friday with flexibility needed to work shifts between the hours of 8:00am 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

preferred

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

Member

s

Proficient math aptitude and analytical skills

P

roblem resolution, negotiating, organization, multi-

tasking

and peer coaching

skills

Ability to work flexible shifts between the hours of 8:00am and 6:30pm

during the week, and 8:00a

m

and 1:30p

m

on

Saturdays

EEO Statement:

BECUis 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.

About Us

Job Alerts:

If you would like to be kept informed of new potential opportunities,

click here

. You will be asked to create an account if you do not already have one.
From our very beginning,
BECUhas been about people helping people.

As a financial services cooperative, our purpose has and always will be the same:

we work together to best serve our members and improve the financial well-being of our community.

More than 80 years and one million members later, we're still rooted in our values, practices and mission - and even more passionate about our future.

As one of the nation's leading credit unions, we're not driven by profit. We're owned by our members and their interests are at the core of everything we do. Now we're growing faster than ever beforebut we'll never forget our roots. To continue doing right by our members, we believe we must first do right by our people. Here, you'll receive the resources and support you need to learn, grow and build a meaningful career. Because we know it's our people who make us special.

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