Member Experience Consultant II

BECU; Lakewood (CO); 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 your 401(k)

Medical, Dental and Vision

PTO Program + Exchange Program

Tuition Reimbursement Program

BECU Cares volunteer time off + donor

Job summary

BECU is a member-focused financial cooperative looking for a Member Consultant II to deliver high-quality member experiences and expert guidance on our products and services. You will rotate across POD branches, support financial wellness, and drive service and sales through outbound and inbound activity.

The role requires prior sales or financial services experience, a bachelor’s degree or equivalent, and flexibility for travel between Lakewood, Tacoma Narrows, and University Place branches.

Qualifications

• Bachelor’s Degree or equivalent related experience required.
• 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.
• Problem resolution, negotiating, organization, multi-tasking and peer coaching skills.
• Ability to work flexible shifts.

Responsibilities

• 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.

Skills

Customer service

Sales

Financial products knowledge

Education

Bachelor’s Degree or equivalent related experience

Job description

BECU is a member-focused financial cooperative looking for a Member Consultant II to deliver high-quality member experiences and expert guidance on our products and services. You will rotate across POD branches, support financial wellness, and drive service and sales through outbound and inbound activity.

The role requires prior sales or financial services experience, a bachelor’s degree or equivalent, and flexibility for travel between Lakewood, Tacoma Narrows, and University Place branches.