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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 through effective communication and problem resolution. Proficient in managing sales pipelines and adapting to various financial products and services, including lending and deposit solutions.
Highest-signal resume keywords
Bachelor's DegreeSales Pipeline ManagementFinancial Institution ExperienceSpanish Language FluencyKnowledge of State and Federal Regulations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Consumer Financial Needs AssessmentSales Process UnderstandingFinancial EducationBudgeting SkillsDebt ManagementLoan Document SigningProduct KnowledgeMulti-System NavigationCredit Union Product SolutionsFinancial Planning Resources
Soft Skills
Verbal CommunicationWritten CommunicationProblem ResolutionNegotiating SkillsOrganizationMulti-TaskingPeer Coaching
Industry Keywords
Consumer LendingDeposit ServicingIRA AccountsPOA AccountsFiduciary AccountsFinancial WellnessSales-Oriented EnvironmentRetail EnvironmentFlexible ShiftsBranch Assignments
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
- Utilize product knowledge to provide excellent 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 through financial education, budgeting, debt management, or financial planning resources
- Work across all POD branches for up to the first year or more
- Attend training at the Tukwila Financial Center
- Adapt to varying schedules and branch assignments based on business needs
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 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
