Member Consultant II
| Company | BECU |
|---|---|
| Location | Bothell, WA, USA, Kirkland, 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
- 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
- Thorough understanding of the sales process and ability to manage a sales pipeline efficiently
- 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
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
- Member Consultants may be expected to provide notary and medallion signature guarantee services to BECU membership
- Deepen and retain member relationships using the Member Advantage and other BECU programs
- Develop new member relationships within the community, including member referrals
- 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
- Maintain thorough knowledge of all forms and documentation necessary for each consumer and business loan type
- Ability to comply with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO)
Preferred Qualifications
- One year of experience in a financial institution