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Principal Technical Consultant leading the technical delivery of Intapp's innovative solutions. Collaborating with Principal Consultant to ensure successful implementation and client satisfaction.
About the role
- 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.
- 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.
- Assisting the community with financial wellness : 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
- 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 Members
- Proficient math aptitude and analytical skills
- Problem resolution, negotiating, organization, multi- tasking and peer coaching skills
- Ability to work flexible shifts
Benefits
- Employees 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.
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