Member Consultant II

Company: Boeing Employees Credit Union
Location: Issaquah
Posted on: January 25, 2025

Job Description:

Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits?Our "people helping people" philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference.While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU.PAY RANGEThe Target Pay Range for this position is $25.67-$31.30 hourly. The full Pay Range is $21.11-$37.07 hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.BENEFITSEmployees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Employees have access to disability and AD&D insurance. We also offer health care and dependent care flexible spending accounts, as well as health savings accounts, to eligible employees. Employees are able to enroll in our company's 401k plan and employer-funded retirement plan. Newly hired employees accrue 6.16 hours of paid time off (PTO) on a per pay period basis based on hours worked (up to a maximum of 160 PTO hours per year) and receive ten paid holidays throughout the calendar year. Additional details regarding BECU Benefits can be found .IMPACT YOU'LL MAKE:As a Member Consultant II, you will play a key role in delivering a seamless and high-quality member experience. Your expertise in BECU's products will allow you to identify, diagnose, and address members' consumer financial needs and refer them to specialized services when necessary. You will serve as a subject matter expert, resolving our members' needs and providing expertise in specialized financial services.WHAT YOU'LL DO: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.
    • Member Consultants may be expected to provide notary and medallion signature guarantee services to BECU membership.Financial Literacy-based Sales:Deepen and retain member relationships using the Member Advantage and other BECU programs. Develop new member relationships within the community, including member referrals.Enhanced Loan Services: Interview and process business loan applications, forwarding completed applications to Business Services. Conduct thorough consumer loan interviews, complete applications and necessary documentation, and ensure all members receive prompt, efficient, and professional service.Branch Operations:Maintain thorough knowledge of all forms and documentation necessary for each consumer and business loan type.Ability to comply with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO).By applying to this requisition, you have expressed interest in working in a branch within the East District.In the East District, there are pod branches. A pod is a group of branches that are close in proximity to one another. If selected for employment, you may train out of any one of the pod branches. After completion of training and while awaiting an opening in a pod branch, you will be scheduled to work in any of the pod locations. You must be comfortable with all commutes pertaining to branches within the pod you're hired into.The pod you're applying to includes the following branches:
      • Downtown Bellevue, Newcastle, Issaquah, Factoria
      • Training requirements will involve traveling to and from our Tukwila Financial Center12-Week Training Schedule:
        • Monday-Friday with flexibility needed to work shifts between the hours of 8:00am and 6:30pmAfter training, Member Consultants are scheduled during any of the branch operating hours:
          • Monday-Friday between 8:30am-6:15pm
            • Up to three Saturdays per monthfrom 8:30am-1:30pmWHAT YOU'LL GAIN
              • Community time off: This could mean paid time off specifically designated for volunteering or participating in community service activities.
                • Work-life balance: Policies and practices that support employees in balancing their professional responsibilities with personal activities and commitments.
                  • Assisting the community with financial wellness: This could involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources.QUALIFICATIONS:Minimum Qualifications:
                    • Bachelor's Degree or equivalent related experience
                      • Minimum two years of experience in a sales-oriented, financial, or retail environmentDesired Qualifications:
                        • One year of experience in a financial institution
                          • 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
                            • Thorough understanding of the sales process and ability to manage a sales pipeline efficiently
                              • 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
                                    • Proficient math aptitude and analytical skills
                                      • Problem resolution, negotiating, organization, multi-tasking and peer coaching skills
                                        • Ability to work flexible shifts between the hours of 8:00am and 6:30pmduring the week, and 8:00am and 1:30pm on SaturdaysJOIN THE JOURNEYReady to make an indelible impact? Eager to be a part of a collaborative and innovative team where your ideas and contributions don't just fill a role, but fuel the growth and success of BECU? This is more than a job - it's a chance to elevate your career, skills, and future, all while contributing to the robust technological landscape of BECU.Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let's achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now. #BECU#YourGrowth #BECUJourneyEEO Statement:BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Keywords: Boeing Employees Credit Union, Edmonds , Member Consultant II, Professions , Issaquah, Washington