Member Consultant II

BECU

. Deliver a seamless and high-quality member experience .

Posted 9/21/2026full-timeSpokane Valley • Washington • United StatesJuniorMid-Level💰 $26 - $32 per hourWebsite

Core Competencies

Role fit

Core Competencies

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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 state and federal regulations.

Highest-signal resume keywords

Bachelor's DegreeSales Process ManagementFinancial Institution ExperienceSpanish Language FluencyProblem Resolution Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Consumer LendingDeposit ServicingIRA ManagementFiduciary AccountsFinancial PlanningBudgetingDebt ManagementSales Pipeline ManagementKnowledge of State and Federal RegulationsFinancial Education

Soft Skills

Verbal CommunicationWritten CommunicationNegotiatingOrganizationMulti-taskingPeer Coaching

Tools & Technologies

Call Center SystemsFinancial Software

Industry Keywords

Credit UnionConsumer Financial NeedsMember ExperienceSales-oriented EnvironmentFinancial Services

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
Resolve members’ needs
Provide 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
Support community financial wellness through financial education, budgeting, debt management, or financial planning resources
Work across all POD branches for up to the first year or more
Attend 12 weeks of Monday–Friday training, including travel to the Tukwila Financial Center
Work variable weekday shifts and 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; 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
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
Community time off
Work-life balance