What are the responsibilities and job description for the Member Consultant III position at BECU?
As the nation's largest community credit union, we begin every day focused on delivering superior financial products and services for our 1.3 million members and more than $30 billion in managed assets. Our work has an economic impact as we support our members' financial goals. We are unapologetic about being devoted to our members and the communities we serve. Our business is guided by our people helping people philosophy – which includes our team members.
BECU has been in business for more than 85 years, driven by unwavering core values and a dedication to improving the communities we serve. While we have a rich history, the future of our company, accelerated by business and technology transformation, is even brighter. There's never been a better time to work for BECU.
BECU has been in business for more than 85 years, driven by unwavering core values and a dedication to improving the communities we serve. While we have a rich history, the future of our company, accelerated by business and technology transformation, is even brighter. There's never been a better time to work for BECU.
To learn more visit becu.org/careers.
PAY RANGE
The Target Pay Range for this position is $26.59-$32.45 hourly. The full Pay Range is $20.63-$38.41 hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.
BENEFITS
Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Employees have access to disability and AD&D insurance. We also offer health care and dependent care flexible spending accounts, as well as health savings accounts, to eligible employees. Employees are able to enroll in our company’s 401k plan and employer-funded retirement plan. Newly hired employees accrue 6.16 hours of paid time off (PTO) on a per pay period basis based on hours worked (up to a maximum of 160 PTO hours per year) and receive ten paid holidays throughout the calendar year. Additional details regarding BECU Benefits can be found
here
.
SUMMARY
The Member Consultant III provides a seamless delivery of member service, focusing on complex issues, and delivers a high quality member experience while using their knowledge of multiple products to maximize member engagement. This position serves as subject matter expert in the areas of business, consumer loans, mortgage loans, and deposit products, including but not limited to fiduciary, POA and IRA accounts. The Member Consultant III serves as a trusted advisor to both members and Member Consultants, creating an outstanding member experience by resolving member service needs and delivering expertise in specialized financial services.
RESPONSIBILITIES
- Perform all responsibilities in accordance with BECU Competencies, compliance, regulatory and Information Protection requirements.
- Serve as a subject matter expert in the areas of business services, consumer lending and deposit servicing; including IRA, POA, and Fiduciary accounts.
- Serve as an escalation point on moderate to highly complex service issues.
- Ensure all members receive prompt, efficient, courteous and professional service and that member problems/complaints are resolved promptly and courteously, with follow through to resolution.
- Conduct thorough consumer loan interviews necessary to obtain a lending decision. Ensure consumer loan applications are complete.
- Maintain a comprehensive understanding and knowledge of Credit Union key objectives, product and service solutions to clearly communicate appropriate recommendations to uncover and address member needs.
- Deepen and retain member relationships utilizing all aspects of the Member Advantage program and other BECU programs that ensure the full sales experience cycle is achieved.
- Interview and enter business loan applications for business LOC and Visa products and forward all completed loan applications to Business Services.
- Maintain and effectively leverage a thorough knowledge of all forms and documentation necessary for each consumer and business loan type.
- Develop new member relationships through community involvement and existing member referrals by providing members with service excellence. Actively participate in all sales and service activities, goals and responsibilities as requested.
- Maintain signing authority for BECU’s release of interest on title vehicles Guarantee signatures in accordance with the STAMP program for the sale or transfer of members’ stocks and securities.
- Perform additional duties as assigned.
QUALIFICATIONS
- Bachelor’s Degree or equivalent related experience required.
- Minimum three years of work experience in sales-oriented or retail environment or equivalent education required, with at least two years in a financial institution.
- Successful completion of in-house training program.
- Excellent problem resolutions, negotiating, and peer coaching skills with the ability to exercise confidentiality and discretion.
- Thorough knowledge of state and federal laws and regulations that pertain to all membership, deposit and loan products and services offered including all forms, interest rates and necessary documentation.
- Thorough understanding of the sales process and manage a sales pipeline efficiently.
- Proficient verbal and written skills required to effectively communicate in the English language.
- Excellent organizational skills, with the ability to handle multiple tasks by prioritizing job responsibilities.
- Effective analytical skills with proficient math aptitude required.
- Ability to work a shifting/flexible schedule; that may require evenings, nights or weekends is required.
- Full-time hours required, with additional hours as necessary.
- Comply with Safe Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO).
EEO Statement:
BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.
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