Member Experience & Financial Services Consultant II

BECU; Kirkland (WA); On-site; USD 36,000 - 44,000; Full time

Job summary

BECU in Kirkland, WA is seeking a Member Consultant II to deliver exceptional member experiences and drive sales across financial products. This role requires flexibility for travel between branches within the pod, a 1-year commitment, and participation in a 12-week training program after hire.

You will work in a dynamic, community-focused environment that values member education and financial wellness, with a structured training schedule and rotating branch assignments.

Qualifications

• Bachelor’s Degree or equivalent related experience.
• 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

• Provide excellent customer service and sales across business services, lending, deposits, IRA, POA, and fiduciary accounts.
• Sign all line and loan documents originated through outbound/inbound call center, ensuring member needs are fulfilled.
• Help the community with financial wellness through education, budgeting, debt management, and planning resources.

Skills

Spanish fluency

Sales experience

Customer service

Flexibility

Education

Bachelor's Degree or equivalent experience

Job description

BECU in Kirkland, WA is seeking a Member Consultant II to deliver exceptional member experiences and drive sales across financial products. This role requires flexibility for travel between branches within the pod, a 1-year commitment, and participation in a 12-week training program after hire.

You will work in a dynamic, community-focused environment that values member education and financial wellness, with a structured training schedule and rotating branch assignments.