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BECU

Member Consultant II

BECU

. Deliver a seamless, high-quality member experience .

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

Core Competencies

Role fit
Core 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

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Applicant 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