Member Experience Consultant II — Financial Services & Sales

Socket.dev

Bellevue (WA)

On-site

USD 74,501,000 - 92,037,000

Full time

4 days ago

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Benefits offered by this job

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

4% annual contribution to 401(k) by BE

Medical, Dental and Vision

PTO Program

Tuition Reimbursement Program

Volunteer time off + donation match

Job summary

BECU is seeking a Member Consultant II to deliver exceptional member experiences and sales consultations across our East District pods. You will use product knowledge to assist with consumer lending, deposits, IRAs, POA, and fiduciary accounts while ensuring accuracy in all outbound and inbound workflows.

The role requires willingness to travel between Bellevue, Redmond, Sammamish and other nearby branches for training and coverage, with a 12-week in-house training program and flexible shifts

Qualifications

Bachelor’s Degree or equivalent related experience.
Minimum two years of experience in a sales-oriented, financial, or retail environment.
Spanish language fluency is highly desirable (as an added qualification).
Ability to navigate multiple systems and learn new programs.

Responsibilities

Deliver exceptional member experience and sales consultation, using knowledge of products and services.
Sign all line and loan documents originated through the call center or branches.
Assist the community with financial wellness through education and planning resources.

Skills

Sales experience

Customer service

Communication skills

Problem solving

Education

Bachelor's Degree

Job description

The role requires willingness to travel between Bellevue, Redmond, Sammamish and other nearby branches for training and coverage, with a 12-week in-house training program and flexible shifts

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