What are the responsibilities and job description for the Member Consultant II position at BECU?
As the nation's largest community credit union, we begin every day focused on delivering superior financial products and services for our 1.3 million members and more than $30 billion in managed assets. Our work has an economic impact as we support our members' financial goals. We are unapologetic about being devoted to our members and the communities we serve. Our business is guided by our people helping people philosophy – which includes our team members.
BECU has been in business for more than 85 years, driven by unwavering core values and a dedication to improving the communities we serve. While we have a rich history, the future of our company, accelerated by business and technology transformation, is even brighter. There's never been a better time to work for BECU.
To learn more visit becu.org/careers.
PAY RANGE
The Target Pay Range for this position is $24.90-$30.38 hourly. The full Pay Range is $20.20-$35.96 hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.
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. Additional details regarding BECU Benefits can be found here.
Impact You’ll Make:
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.
What You’ll Do:
Exceptional Member Experience and Sales Consultation:
Enhanced Loan Services: Interview and process business loan applications, forwarding completed applications to Business Services. Conduct thorough consumer loan interviews, complete applications and necessary documentation, and ensure all members receive prompt, efficient, and professional service.
Branch Operations: Maintain thorough knowledge of all forms and documentation necessary for each consumer and business loan type.
By applying to this requisition, you have expressed interest in working in a branch within the Coastal District.
In the Coastal District, there are pod branches. A pod is a group of branches that are close in proximity to one another. If selected for employment, you may train out of any one of the pod branches.
After completion of training and while awaiting an opening in a pod branch, you will be scheduled to work in any of the pod locations. You must be comfortable with all commutes pertaining to branches within the pod you’re hired into.
The pod you’re applying to includes the following branches:
Minimum Qualifications:
BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.
BECU has been in business for more than 85 years, driven by unwavering core values and a dedication to improving the communities we serve. While we have a rich history, the future of our company, accelerated by business and technology transformation, is even brighter. There's never been a better time to work for BECU.
To learn more visit becu.org/careers.
PAY RANGE
The Target Pay Range for this position is $24.90-$30.38 hourly. The full Pay Range is $20.20-$35.96 hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.
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. Additional details regarding BECU Benefits can be found here.
Impact You’ll Make:
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.
What You’ll Do:
Exceptional Member Experience and Sales Consultation:
- 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.
- Member Consultants may be expected to provide notary and medallion signature guarantee services to BECU membership.
Enhanced Loan Services: Interview and process business loan applications, forwarding completed applications to Business Services. Conduct thorough consumer loan interviews, complete applications and necessary documentation, and ensure all members receive prompt, efficient, and professional service.
Branch Operations: Maintain thorough knowledge of all forms and documentation necessary for each consumer and business loan type.
By applying to this requisition, you have expressed interest in working in a branch within the Coastal District.
In the Coastal District, there are pod branches. A pod is a group of branches that are close in proximity to one another. If selected for employment, you may train out of any one of the pod branches.
After completion of training and while awaiting an opening in a pod branch, you will be scheduled to work in any of the pod locations. You must be comfortable with all commutes pertaining to branches within the pod you’re hired into.
The pod you’re applying to includes the following branches:
- Lake Stevens, Monroe, Marysville, Smokey Point
- Monday-Friday with flexibility needed to work shifts between the hours of 8:00am and 6:30pm
- Monday-Friday between 8:30am-6:15pm
- Up to three Saturdays per month from 8:30am-1:30pm
Minimum Qualifications:
- Bachelor’s Degree or equivalent related experience
- Minimum two years of experience in a sales-oriented, financial, or retail environment
- Thorough understanding of the sales process and ability to manage a sales pipeline efficiently
- Ability to comply with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO)
- One year of experience in a financial institution
- 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 between the hours of 8:00am and 6:30pm during the week, and 8:00am and 1:30pm on Saturdays
BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.
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