Member Consultant II

BECU

. Deliver a seamless, high-quality member experience .

Posted 11/7/2026full-timeTacoma • 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 financial products and services. Proficient in sales processes, problem resolution, and effective communication, while being adaptable to various branch environments.

Highest-signal resume keywords

Bachelor's DegreeSales Process ManagementFinancial Institution ExperienceSpanish Language FluencyCredit Union Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Consumer LendingDeposit ServicingIRA ManagementFiduciary AccountsFinancial EducationBudgetingDebt ManagementLoan Document SigningSales ConsultationFinancial Planning Resources

Soft Skills

Problem ResolutionNegotiatingOrganizationMulti-taskingPeer Coaching

Tools & Technologies

Sales Pipeline Management SystemsFinancial Software

Industry Keywords

Consumer Financial NeedsFinancial WellnessState and Federal LawsMembership RegulationsFlexible Shifts

About the role

Key responsibilities & impact

Deliver a seamless, 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
Provide customer service and sales consultation across business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts
Sign line and loan documents originating through the outbound/inbound call center
Support community financial wellness through financial education, budgeting, debt management, and access to financial planning resources
Work across Lakewood, Tacoma Narrows, and University Place pod branches based on business needs
Travel to the Tukwila Financial Center for training
Complete a 12-week Monday–Friday training schedule
Work flexible Monday–Friday shifts and up to three Saturdays per month after training

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 (desired)
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 is required

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