FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
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 and financial education. Proficient in managing sales processes and navigating multiple systems to address member needs effectively.
Highest-signal resume keywords
Bachelor's DegreeSales Process ManagementFinancial Institution ExperienceSpanish Language FluencyCredit Union Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ExpertiseConsumer LendingDeposit ServicingIRA ManagementPOA ManagementFiduciary AccountsProblem ResolutionNegotiatingMulti-TaskingSales Pipeline Management
Soft Skills
Customer ServiceCommunication SkillsOrganizationPeer CoachingFlexibility
Industry Keywords
Financial WellnessBudgetingDebt ManagementState and Federal RegulationsMember Experience
About the role
Key responsibilities & impact- Deliver a seamless, high-quality member experience
- Use expertise in BECU products to 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 financial expertise
- 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 Downtown Bellevue, Eastside Financial Center, Redmond, and Sammamish pod branches based on business needs
- Attend 12 weeks of Monday–Friday training with variable shifts between 8:00 AM and 6:30 PM
- Work post-training variable Monday–Friday shifts between 8:00 AM and 6:30 PM, plus up to three 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 (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 Tukwila Financial Center training location
- Ability to work across all POD branches for up to the first year or more
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 policies and practices
