Member Experience & Financial Services Advisor

BECU; Gig Harbor (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 (family)

PTO Program + Exchange Program

Tuition Reimbursement Program

BECU Cares volunteer time off + donate

Job summary

BECU in Washington state is seeking a Member Consultant II to deliver a seamless, high-quality member experience while selling financial services. You will diagnose consumer financial needs, refer to specialists, and sign documents originated through our call center.

This role operates across POD branches Silverdale, Bainbridge Island, and Gig Harbor, with a 12-week training at Tukwila and travel between branches. A one-year commitment and flexible scheduling are expected.

Qualifications

• Bachelor’s Degree or equivalent related experience.
• 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 services knowledge

Communication

Multitasking

Education

Bachelor’s Degree or equivalent related experience

Two years of related experience in sales/financial/retail

Job description

BECU in Washington state is seeking a Member Consultant II to deliver a seamless, high-quality member experience while selling financial services. You will diagnose consumer financial needs, refer to specialists, and sign documents originated through our call center.

This role operates across POD branches Silverdale, Bainbridge Island, and Gig Harbor, with a 12-week training at Tukwila and travel between branches. A one-year commitment and flexible scheduling are expected.