Hybrid Member Consultant II

at BECU

• Job title: Member Consultant II
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $26 - $28 per hour
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Burlington, United States

About the role

• Member Consultant II delivering seamless member experiences and expertise in financial services at BECU. Your work will help members with their consumer financial needs and guide them effectively.

Responsibilities

• 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.