Member Consultant II

2 weeks ago

Bainbridge Island, WA, United States BECU Full time

Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits?

Our "people helping people" philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference.

While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU.

PAY RANGE

The Target Pay Range for this position is $26-28 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 - because people helping people starts with supporting you

  • 401(k) Company Match (up to 3%)
  • 4% annual contribution to your 401(k) by BECU
  • Medical, Dental and Vision (family contributions as well)
  • PTO Program + Exchange Program
  • Tuition Reimbursement Program
  • BECU Cares volunteer time off + donation match
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.
  • Assisting the community with financial wellness: This could involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources.
Compensation Transparency:

We believe in fair and equitable pay for all employees. The listed pay ranges reflect our commitment to both internal equity and market competitiveness:
  • Member Consultant: $26.00 - $28.00 per hour
Offers are made within this range, taking into account experience, skills, and alignment with internal team compensation. Please note that starting pay typically does not exceed the range midpoint.

About This Position:

By applying to this role, you're expressing interest in joining the Soundview District, which includes a POD -a group of nearby branches where you'll rotate based on business needs.

Travel Expectations:
  • You'll work across all branches in your assigned POD for up to a year
  • Pod branches for this role include: Bainbridge Island, Gig Harbor, Silverdale
  • Training will also take place at our Tukwila Financial Center
  • Reliable transportation and commitment/ability to travel to Tukwila and POD locations listed above required
Training Schedule:
  • 12 weeks, Monday-Friday
  • Flexible shifts between 8:00 AM - 6:30 PM
Post-Training Schedule:
  • Flexible shifts between Monday-Friday: 8:00 AM - 6:30 PM
  • Up to 3 Saturdays per month: 8:30 AM - 1:30 PM
QUALIFICATIONS:

Minimum Qualifications:
  • Bachelor's Degree or equivalent related experience
  • Minimum two years of experience in a sales-oriented, financial, or retail environment


Desired Qualifications:
  • One year of experience in a financial institution
  • Thorough understanding of the sales process and ability to manage a sales pipeline efficiently
  • 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


JOIN THE JOURNEY

Ready to make an indelible impact? Eager to be a part of a collaborative and innovative team where your ideas and contributions don't just fill a role, but fuel the growth and success of BECU? This is more than a job - it's a chance to elevate your career, skills, and future, all while contributing to the robust technological landscape of BECU.

Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let's achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now. #BECU #YourGrowth #BECUJourney

EEO Statement:

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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