Workday Success Plans Consultant leveraging web service technologies to drive customer success. Collaborating directly with clients to meet business needs and enhance Workday adoption.
About the role
- Member Consultant II delivering financial services and support to BECU members. Identifying and addressing consumer financial needs while providing expertise in specialized financial services.
Responsibilities
- delivering a seamless and high-quality member experience
- identifying, diagnosing, and addressing members’ consumer financial needs
- referring members to specialized services when necessary
- serving as a subject matter expert, resolving members' needs and providing expertise in specialized financial services
- utilizing product knowledge to provide excellent customer service and sales
- assisting the community with financial wellness through financial education programs, budgeting assistance, 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 is desired
- 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
- medical, dental, vision and life insurance coverage
- disability and AD&D insurance
- health care and dependent care flexible spending accounts
- health savings accounts
- 401k plan
- employer-funded retirement plan
- 6.16 hours of paid time off (PTO) on a per pay period basis (up to a maximum of 160 PTO hours per year)
- ten paid holidays throughout the calendar year
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