Member Consultant II at BECU assisting customers with financial needs and providing expertise in specialized services. Responsible for delivering high-quality member experience and sales consultation.
Responsibilities
Play a key role in delivering a seamless and high-quality member experience
Identify, diagnose, and address members’ consumer financial needs
Refer members to specialized services when necessary
Serve as a subject matter expert, resolving members' needs and providing expertise in specialized financial services
Utilize product knowledge to provide excellent customer service and sales in various areas
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)
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 a 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
Proficient math aptitude and analytical skills
Problem resolution, negotiating, organization, multi-tasking and peer coaching skills
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 and employer-funded retirement plan
accrue 6.16 hours of paid time off (PTO) per pay period (up to a maximum of 160 PTO hours per year)
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