Member Consultant II

BECU; Seattle (WA); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

401(k) Match

4% employer 401(k) contribution

Medical, Dental and Vision

PTO Program + Exchange Program

Tuition Reimbursement Program

Volunteer time off + donation match

Job summary

BECU is seeking a Member Consultant II in the Seattle area to deliver a seamless, high-quality member experience and drive sales across financial products and services. You will diagnose members’ consumer financial needs, refer to specialized services when needed, and act as a subject matter expert in BECU’s offerings.

The role includes documenting requirements, assisting with financial education, and supporting banking solutions while upholding BECU’s people-first philosophy.

Qualifications

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

Responsibilities

• Exceptional Member Experience and Sales Consultation: Utilize product knowledge to provide excellent customer service and sales across consumer lending, deposits, and fiduciary accounts.
• Sign all line and loan documents that originate through outbound/inbound call center.
• Assist the community with financial wellness through budgeting, debt management, and access to financial planning resources.

Skills

Sales experience

Customer service

Communication skills

Education

Bachelor’s Degree or equivalent related experience

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.

You bring more than your expertise to your role, and that matters here. Your story, perspectives, and lived experiences help shape belonging at BECU and deepen how we connect with and support our employees, our members, and our communities.

PAY RANGE

The Target Pay Range for this position is $26.00 - $32.12 hourly.

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 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 Position

By applying to this role, you're expressing interest in joining the Soundview District.

Travel Expectations

• Training will also take place at our Tukwila Financial Center
• Reliable transportation and commitment/ability to travel to Tukwila and Ballard/Wallingford/Greenwood will be required

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

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
• Proficient math aptitude and analytical skills
• Problem resolution, negotiating, organization, multi-tasking and peer coaching skills
• Ability to work flexible shifts

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.