Member Consultant II — Financial Wellness Advisor

Socket.dev; Spokane Valley (WA); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

401(k) Company Match (up to 3%)

4% annual contribution to 401(k) by BE

Medical, Dental and Vision

PTO Program + Exchange Program

Tuition Reimbursement Program

Volunteer time off + donation match

Job summary

BECU's Spokane Valley pod seeks a Member Consultant II to deliver high‑quality member experiences, leveraging product knowledge across business services, consumer lending, and deposit products. You will engage with members to identify needs and refer specialized services as appropriate.

You will sign documents originated through the call center and support financial education initiatives, budgeting, debt management and planning resources for community members.

Qualifications

• Bachelor’s Degree or equivalent related experience.
• Minimum two years of experience in a sales-oriented, financial, or retail environment.
• Spanish language fluency highly desirable.
• Thorough understanding of the sales process and ability to manage a sales pipeline efficiently.
• Strong proficiency with learning new systems and programs; ability to navigate multiple systems simultaneously.

Responsibilities

• Utilize product knowledge to provide excellent customer service and sales across 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 through budgeting, debt management, or access to financial planning resources.

Skills

Sales experience

Spanish language

Communication skills

Problem solving

Negotiation

Organizational skills

Multi-tasking

Education

Bachelor’s degree or equivalent

Job description

BECU's Spokane Valley pod seeks a Member Consultant II to deliver high‑quality member experiences, leveraging product knowledge across business services, consumer lending, and deposit products. You will engage with members to identify needs and refer specialized services as appropriate.

You will sign documents originated through the call center and support financial education initiatives, budgeting, debt management and planning resources for community members.