Member Experience and Financial Solutions 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

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.