Financial Services Representative

7 days ago


Bonney Lake, Washington, United States BECU Full time
Company Overview
BECU, the nation's largest community credit union, is a people-driven organization dedicated to delivering superior financial products and services. With over 1.3 million members and $30 billion in managed assets, our mission is to serve our community and improve financial well-being.

Salary
The estimated salary for this role is $25-$32 hourly, with a target pay range of $24.90-$30.38 and a full pay range of $20.20-$35.96. Compensation decisions are based on relevant job-related skills, experience, and education or training.

Job Description
Key Responsibilities:
• Deliver exceptional member experiences through sales consultation and product knowledge
• Identify and address consumer financial needs, referring members to specialized services when necessary
• Serve as a subject matter expert, resolving member inquiries and providing expertise in financial services

Required Skills and Qualifications:
• Bachelor's Degree or equivalent experience
• Minimum two years of experience in sales-oriented, financial, or retail environments
• Strong proficiency in learning new systems and programs
• Ability to successfully complete a 12-week in-house training program
• Thorough understanding of the sales process and ability to manage a sales pipeline efficiently
• Proficient verbal and written communication skills
• Math aptitude and analytical skills
• Problem resolution, negotiating, organization, multi-tasking, and peer coaching skills

Benefits:
BECU offers a wide array of employee benefits, including medical, dental, vision, and life insurance coverage. Employees also have access to health care and dependent care flexible spending accounts, as well as health savings accounts. The company provides disability and AD&D insurance, a 401k plan, and employer-funded retirement plans. Newly hired employees accrue 6.16 hours of paid time off (PTO) on a per pay period basis, up to a maximum of 160 PTO hours per year, and receive ten paid holidays throughout the calendar year.

Location and Schedule:
This role is located within the Mountain District, with branches in Puyallup South Hill, Puyallup 176th, and Bonney Lake. Training requirements will involve traveling to the Tukwila Financial Center. The base schedule after training is complete includes four days per week, one of which is variable and subject to change.

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