Member Experience & Financial Wellness Advisor II

Emploive; Bellevue (WA); Hybrid; USD 36,000 - 44,000; Full time

Benefits offered by this job

401(k) Company Match

Medical, Dental and Vision

PTO Program

Tuition Reimbursement

Volunteer time off + donation match

Job summary

BECU is seeking a Member Consultant II in Bellevue, WA to deliver a seamless, high‑quality member experience and apply product knowledge across banking services.

The role rotates across POD branches (Downtown Bellevue, Eastside Financial Center, Redmond, Sammamish) with training travel to Tukwila. A bachelor’s degree or equivalent, two years in a sales/financial setting, and flexible shifts are required.

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

Customer service

Sales experience

Spanish language

Education

Bachelor's degree

Tools

CRM systems

Banking software

Job description

BECU is seeking a Member Consultant II in Bellevue, WA to deliver a seamless, high‑quality member experience and apply product knowledge across banking services.

The role rotates across POD branches (Downtown Bellevue, Eastside Financial Center, Redmond, Sammamish) with training travel to Tukwila. A bachelor’s degree or equivalent, two years in a sales/financial setting, and flexible shifts are required.