Member Consultant II

Boeing Employees Credit Union; Burlington (WA); On-site; USD 74,501,000 - 91,693,000; Full time

Benefits offered by this job

401(k) match (up to 3%)

4% annual 401(k) contribution

Medical/Dental/Vision

PTO program

Tuition Reimbursement

Volunteer time off + donation match

Job summary

Boeing Employees Credit Union (BECU) in Burlington, WA is seeking a Member Consultant II to deliver an outstanding member experience across POD branches. The role includes traveling between Burlington and Stanwood, with rotation across all POD branches for up to the first year and a mandatory one-year commitment to the role and schedule.

Responsibilities include applying product knowledge to assist with business services, consumer lending, deposits, IRA and Fiduciary accounts, and signing

Qualifications

• Bachelor's degree or equivalent related experience.
• Minimum two years of experience in a sales-oriented, financial, or retail environment.
• Strong knowledge of financial products and services.
• Ability to manage a sales pipeline effectively.
• Willingness to travel between branches within the POD.

Responsibilities

• Provide excellent customer service and sales across business services, consumer lending, deposits, IRA, POA, and Fiduciary accounts.
• Sign line and loan documents originated through the call center, ensuring member needs are met.
• Assist the community with financial wellness through education, budgeting, debt management, or planning resources.
• Collaborate with team across POD branches to ensure consistent member experience.

Skills

Customer service

Sales skills

Communication

Financial products knowledge

Spanish language (desirable)

Education

Bachelor's degree or equivalent

Tools

CRM software

Job description

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 $26.00 - $32.12 hourly.

BENEFITS

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.

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 often 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 Role & Pod Expectations

This role is part of a pod (a group of nearby branches) within BECU's North District. Additional details provided if moved forward in the hiring process.

• Pod Branches: Burlington, Stanwood
  • Location support based on business needs
• Rotation Required: You'll work across all POD branches for up to your first year or more - this is a core expectation of the role
• One-Year Commitment: All Retail new hires are expected to remain in this role, POD, and schedule for a minimum of one year before pursuing other opportunities within BECU
• Training: Training will include travel to the Tukwila Financial Center
• Travel Required: The ability to commute between branches & training location is required
• Flexibility Required: Schedules are typically given 30 days in advance but you may be asked to adapt to varying schedules and branch assignments based on business needs

Training Schedule

• 12 weeks, Monday-Friday
• Variable shifts between 8:00 AM - 6:30 PM

Post-Training Schedule

• Variable shifts between Monday-Friday: 8:00 AM - 6:30 PM
• Up to 3 Saturdays per month: 8:30 AM - 1:30 PM

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.

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 or access to financial planning resources.

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
• Spanish language fluency highly desirable
• 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
• 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.

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.