Consultant fonctionnel pour N2JSoft, une fintech B2B SaaS digitalisant les processus RH et financiers. Impliquer dans le déploiement et le support fonctionnel de solutions digitales pour clients variés.
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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