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Member Consultant II at BECU - ApplyBlast

Member Consultant II

BECU

4 months ago

3.1 on Glassdoor

Mill Creek, WA

Onsite

Full Time

Senior

0 applicants

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About this role

As a Member Consultant II at BECU, a credit union focused on member service rather than profit, you will serve as a subject matter expert delivering seamless financial experiences. You will utilize deep product knowledge to identify, diagnose, and resolve consumer financial needs while guiding members through specialized services like lending and fiduciary accounts. This role involves rotating across local branches to support the community with financial wellness, including education, budgeting assistance, and debt management.

Responsibilities

Identify and diagnose members' consumer financial needs and refer to specialized services
Utilize product knowledge to provide excellent customer service and sales
Assist the community with financial wellness through education and budgeting
Handle outbound and inbound loan document origination processes
Navigate multiple banking systems simultaneously to manage complex member accounts