Consultant for IT projects in accounting, supporting clients with process analysis and solution development. Working in a hybrid model at Henrichsen4cs with a focus on team collaboration.
About the role
- Member Consultant II providing financial services at BECU, delivering a high-quality member experience and addressing consumer financial needs. Collaborating in financial education programs and specialized services while achieving sales.
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.
- This could involve financial education programs, assistance with 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
- Spanish language fluency highly desirable
- 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 ; with the ability to navigate multiple systems simultaneously
- 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 Member s
- 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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