Business Analyst focusing on Digital projects and technology initiatives in a team environment. Identifying business needs and determining solutions while maintaining a focus on customer satisfaction.
About the role
- Member Consultant II delivering high-quality member experience and expertise in financial services at BECU. Identifying consumer financial needs and facilitating access to specialized services.
Responsibilities
- Deliver a seamless and high-quality member experience
- Identify, diagnose, and address members’ consumer financial needs and refer them to specialized services when necessary
- Serve as a subject matter expert, resolving our members' needs and providing expertise in specialized financial services
- Utilize product knowledge to provide excellent customer service and sales in various areas including business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts
- Sign all line and loan documents that originate through outbound/inbound call center
- Assist the community with financial wellness including financial education programs, budgeting, debt management, or access to financial planning resources
Requirements
- 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 (desired qualification)
- 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
- 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
- Proficient math aptitude and analytical skills
- Problem resolution, negotiating, organization, multi-tasking and peer coaching skills
- Ability to work flexible shifts
Benefits
- 401(k) Company Match (up to 3%)
- 4% annual contribution to your 401(k) by BECU
- Medical, Dental and Vision (family contributions as well)
- PTO Program + Exchange Program
- Tuition Reimbursement Program
- BECU Cares volunteer time off + donation match
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