Member Experience Consultant II

becu; Renton (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 your 401(k)

Medical, Dental and Vision

PTO Program + Exchange Program

Tuition Reimbursement Program

BECU Cares volunteer time off + donor

Job summary

BECU is seeking a Member Consultant II to deliver top-notch member experiences and sales across multiple branches in the Central District. The role includes rotating through pod branches, traveling to training and locations, and committing to one year in the role and pod assignments.

You will engage members with product knowledge, sign documents, and support financial wellness through education and planning resources, while maintaining flexible schedules.

Qualifications

• Bachelor's Degree or equivalent related experience.
• Minimum two years of experience in a sales-oriented, financial, or retail environment.

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

Sales experience

Customer service

Financial products

Education

Bachelor's Degree or equivalent related experience

Job description

BECU is seeking a Member Consultant II to deliver top-notch member experiences and sales across multiple branches in the Central District. The role includes rotating through pod branches, traveling to training and locations, and committing to one year in the role and pod assignments.

You will engage members with product knowledge, sign documents, and support financial wellness through education and planning resources, while maintaining flexible schedules.