Member Consultant II

BECU

. Deliver a seamless and high-quality member experience .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consumer financial services, providing high-quality member experiences and addressing financial needs through effective communication and problem resolution. Proficient in navigating financial products and services while adapting to varying schedules and branch assignments.

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 Financial Needs AssessmentSales Pipeline ManagementFinancial EducationBudgetingDebt ManagementCredit Union Product KnowledgeState and Federal Regulations KnowledgeLoan Document SigningMulti-System NavigationFinancial Planning Resources Access

Soft Skills

Verbal Communication SkillsWritten Communication SkillsNegotiating SkillsOrganization SkillsPeer Coaching Skills

Industry Keywords

Financial ServicesConsumer LendingDeposit ServicingIRA AccountsPOA AccountsFiduciary AccountsSales-Oriented EnvironmentRetail EnvironmentMember ExperienceFinancial Wellness

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
Resolve members’ needs and provide expertise
Utilize product knowledge to provide customer service and sales across 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 all POD branches for up to the first year or more based on business needs
Complete 12-week Monday–Friday in-house training with travel to the Tukwila Financial Center
Adapt to varying schedules and branch assignments
Work variable Monday–Friday shifts between 8:00 AM and 6:30 PM, with up to 3 Saturdays per month from 8:30 AM to 1:30 PM

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 Tukwila Financial Center 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