Member Consultant II: Financial Wellness & Service

BECU; Indiana (PA); On-site; USD 36,000 - 44,000; Part time

Benefits offered by this job

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

4% annual contribution to 401(k)

Medical, Dental and Vision

PTO Program + Exchange Program

Tuition Reimbursement Program

Volunteer time off + donation match

Job summary

BECU is hiring a Part-time Member Consultant II to deliver high-quality member experiences and sales guidance across a range of financial services. You will sign documents, address member needs, and refer to specialized services as appropriate.

You’ll participate in a 12-week in-house training and support the community with financial wellness education and resources, while working flexible shifts in the Tukwila/Monroe training branches. A strong customer-focus is essential to success.

Qualifications

• Bachelor’s Degree or equivalent related experience
• Minimum two years of experience in a sales-oriented, financial, or retail environment
• 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
• Ability to work flexible shifts between the hours of 8:00am and 6:30pm during the week, and 8:00am and 1:30pm on Saturdays

Responsibilities

• 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.
• The listed pay ranges reflect our commitment to both internal equity and market competitiveness: Member Consultant: $26.00 – $28.00 per hour

Skills

Sales experience

Customer service

Spanish language

Communication skills

Financial services knowledge

Multi-system navigation

Problem solving

Education

Bachelor’s degree or equivalent

Tools

CRM systems

Job description

BECU is hiring a Part-time Member Consultant II to deliver high-quality member experiences and sales guidance across a range of financial services. You will sign documents, address member needs, and refer to specialized services as appropriate.

You’ll participate in a 12-week in-house training and support the community with financial wellness education and resources, while working flexible shifts in the Tukwila/Monroe training branches. A strong customer-focus is essential to success.