Senior Financial Services Representative

7 days ago


Spokane, Washington, United States BECU Full time
About the Role

We are seeking a highly skilled and experienced Member Consultant II to join our team at BECU. As a key member of our financial services team, you will play a critical role in delivering exceptional customer experiences and providing expert financial solutions to our members.

Key Responsibilities
  • Exceptional Member Experience and Sales Consultation: Utilize your 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.

Requirements
  • 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 8:00am and 6:30pm during the week, and 8:00am and 1:30pm on Saturdays


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