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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in delivering high-quality member experiences and addressing consumer financial needs, with a strong understanding of Credit Union products and services. Proficient in sales processes, financial education, and compliance with relevant laws and regulations.
Highest-signal resume keywords
Bachelor's DegreeSales ExperienceFinancial Institution ExperienceSpanish Language FluencyKnowledge of State and Federal Laws
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Process ManagementFinancial EducationBudgetingDebt ManagementCredit Union Products KnowledgeLoan Document SigningConsumer LendingDeposit ServicingIRA ManagementFiduciary Accounts
Soft Skills
Problem ResolutionNegotiatingOrganizationMulti-taskingPeer Coaching
Tools & Technologies
Financial Planning ResourcesSales Pipeline Management Systems
Industry Keywords
Consumer Financial NeedsMember ExperienceFinancial WellnessComplianceRetail Environment
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 BECU products and specialized financial services
- Provide customer service and sales consultation for business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts
- Sign line and loan documents originating through the outbound/inbound call center
- Assist the community with financial wellness, including financial education, budgeting, debt management, and access to financial planning resources
- Work across Factoria, Issaquah, Mercer Island, and Newcastle pod branches for up to the first year or more
- Travel to the Tukwila Financial Center for training
- Adapt to varying schedules and branch assignments based on business needs
- Complete 12 weeks of Monday–Friday training with flexible shifts between 8:00 AM and 6:30 PM
- Work flexible Monday–Friday shifts after training, plus up to three 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 the 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