Member Consultant II

2 weeks ago

Seattle, Washington, United States BECU Full time
Deliver Exceptional Member Experience

As a Member Consultant II at BECU, you will play a vital role in providing seamless and high-quality member experiences. Your expertise in BECU's products will enable you to identify, diagnose, and address members' consumer financial needs, referring them to specialized services when necessary.

Key Responsibilities:
  • 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. Ability to comply with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO)

**Note:** As a Member Consultant II, you will be working in a branch within the Central District. You may train out of any one of the pod branches and 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.

What You'll Gain:
  • Community time off: This could mean paid time off specifically designated for volunteering or participating in community service activities.
  • Work-life balance: Policies and practices that support employees in balancing their professional responsibilities with personal activities and commitments.
  • Assisting the community with financial wellness: This could involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources.

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.

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