Member Consultant II
| Company | BECU |
|---|---|
| Location | Snohomish, WA, USA, Everett, WA, USA, Tulalip, WA, USA |
| Salary | $25.67 – $31.3 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Bachelor’s Degree or equivalent related experience
- Minimum two years of experience in a sales-oriented, financial, or retail environment
Responsibilities
- 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.
Preferred Qualifications
- 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