Financial Services Representative

1 day ago

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

BECU is seeking a highly skilled Member Consultant II to join our team. As a key member of our team, you will play a vital role in delivering a seamless and high-quality member experience. Your expertise in BECU's products will enable you to identify, diagnose, and address members' consumer financial needs and refer them to specialized services when necessary.

Key Responsibilities:
  • Provide exceptional 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.
  • Deepen and retain member relationships using the Member Advantage and other BECU programs.
  • Develop new member relationships within the community, including member referrals.
  • 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.
Requirements:
  • Bachelor's Degree or equivalent related experience.
  • Minimum two years of experience in a sales-oriented, financial, or retail environment.
  • 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.
  • Ability to comply with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO).
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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