Member Experience & Financial Solutions Consultant

becu; Shoreline (WA); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

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

4% annual 401(k) contribution by BECU

Medical, Dental and Vision insurance

PTO Program + Exchange Program

Tuition Reimbursement

Volunteer time off + donation match

Job summary

BECU seeks a diligent Member Consultant II to deliver a seamless member experience across POD branches in the Soundview District, including Ballinger, Lynnwood, and Shoreline. You will diagnose consumer financial needs and refer to specialized services while building trusted relationships with members.

The role requires sales focus, travel between branches, and a 12-week in-house training program after hire. A strong background in financial services and bilingual ability are valued assets.

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 is desirable.
• Spanish language fluency highly desirable.
• Thorough understanding of the sales process and ability to manage a sales pipeline efficiently.
• Strong proficiency with learning new systems and programs; ability to navigate multiple systems simultaneously.
• Ability to complete 12-week in-house training after hire.
• Comprehensive understanding of Credit Union objectives, product and service solutions.

Responsibilities

• Exceptional Member Experience and Sales Consultation: 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

Financial services knowledge

Spanish language

Customer service

Education

Bachelor's degree or equivalent

Job description

BECU seeks a diligent Member Consultant II to deliver a seamless member experience across POD branches in the Soundview District, including Ballinger, Lynnwood, and Shoreline. You will diagnose consumer financial needs and refer to specialized services while building trusted relationships with members.

The role requires sales focus, travel between branches, and a 12-week in-house training program after hire. A strong background in financial services and bilingual ability are valued assets.