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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consumer financial services, providing high-quality member experiences through effective communication and problem resolution. Proficient in managing sales pipelines and understanding financial products, regulations, and member needs.
Highest-signal resume keywords
Bachelor's DegreeSales Pipeline ManagementFinancial Institution ExperienceSpanish Language FluencyFinancial Wellness Education
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Consumer Financial Needs AssessmentProduct Knowledge in Financial ServicesLoan Document SigningBudgeting and Debt ManagementFinancial Planning Resources
Soft Skills
Verbal CommunicationWritten CommunicationProblem ResolutionNegotiatingOrganization
Tools & Technologies
Multiple Systems NavigationSales Systems
Industry Keywords
Credit Union ObjectivesState and Federal RegulationsMember ServicesDeposit ProductsLoan Products
About the role
Key responsibilities & impact- Deliver 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 in specialized financial services
- Utilize product knowledge to provide excellent customer service and sales across business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts
- Sign line and loan documents originating through outbound/inbound call center
- Assist the community with financial wellness, including financial education, budgeting, debt management, and access to financial planning resources
- Work across all POD branches for up to the first year or more based on business needs
- Attend 12 weeks of Monday–Friday training at the Tukwila Financial Center
- Adapt to varying schedules and branch assignments
- Work variable Monday–Friday shifts and up to 3 Saturdays per month
Requirements
What you’ll need- 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
- Spanish language fluency highly desirable
- 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 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
- Problem resolution, negotiating, organization, multi-tasking and peer coaching skills
- Ability to work flexible shifts
- Ability to commute between branches and training location
Benefits
Comp & perks- 401(k) Company Match (up to 3%)
- 4% annual contribution to your 401(k) by BECU
- Medical, Dental and Vision (family contributions as well)
- PTO Program + Exchange Program
- Tuition Reimbursement Program
- BECU Cares volunteer time off + donation match
- Community time off
- Work-life balance