Member Consultant II (Part-Time)

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

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 part-time 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 part-time role, you're expressing interest in joining the North District as a part-time employee for one year.

TRAVEL EXPECTATIONS:

The branch for this role include: Monroe Training will also take place at our Tukwila Financial Center Reliable transportation and commitment/ability to travel to Tukwila and Monroe listed above required

12-Week Training Schedule:

• 12-Week Training Schedule: Monday-Friday with flexibility needed to work shifts between the hours of 8:00am and 6:30pm
• After training, part-time Member Consultants are typically scheduled an average of 24 hours per week, based on business need.
• Shifts are generally scheduled during branch operating hours and may vary week to week.
• A typical schedule includes: Monday: 10:00 AM - 5:00 PM
• Friday: 10:00 AM - 5:00 PM
• One additional weekday (rotating as needed): 10:00 AM - 5:00 PM
• Saturday (required): 8:30 AM - 1:15 PM

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, assistance with budgeting, debt management, 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
• Proficient math aptitude and analytical skills
• Problem resolution, negotiating, organization, multi-tasking and peer coaching skills
• Ability to work flexible shifts between the hours of 8:00am and 6:30pmduring the week, and 8:00am and 1:30pm on Saturdays

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.

From our very beginning, BECU has been about people helping people. As a financial services cooperative, our purpose has and always will be the same: we work together to best serve our members and improve the financial well-being of our community. With 90 years and over one million members later, we're still rooted in our values, practices and mission - and even more passionate about our future. As one of the nation's leading credit unions, we're not driven by profit. We're owned by our members and their interests are at the core of everything we do. Now we're growing faster than ever before--but we'll never forget our roots. To continue doing right by our members, we believe we must first do right by our people. Here, you'll receive the resources and support you need to learn, grow and build a meaningful career. Because we know it's our people who make us special.