- Utilize product knowledge to provide excellent customer service and sales, including areas of business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts.
- Sign all line and loan documents that originate through outbound/inbound call center, ensuring each Member's needs are fulfilled.
- Member Consultants may be expected to provide notary and medallion signature guarantee services to BECU membership.
- Tacoma Narrows, University Place
- Monday-Friday with flexibility needed to work shifts between the hours of 8:00am and 6:30pm
- Monday-Friday between 8:30am-6:15pm
- Up to three Saturdays per month from 8:30am-1:30pm
- Bachelor's Degree or equivalent related experience
- Minimum two years of experience in a sales-oriented, financial, or retail environment
- Thorough understanding of the sales process and ability to manage a sales pipeline efficiently
- Ability to comply with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO)
- One year of experience in a financial institution preferred
- Strong proficiency and comfort level with learning new systems and programs; with the 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, productand 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
- Proficient math aptitude and analytical skills
- Problem resolution, negotiating, organization, multi-tasking and peer coaching skills
- Ability to work flexible shifts between the hours of 8:00am and 6:30pm during the week, and 8:00am and 1:30pm on Saturdays
-
Member Solution Consultant I
1 week ago
The Police Credit Union of California San Mateo, United StatesThe Police Credit Union is seeking self-starters who share our commitment to provide excellent service and education at every opportunity. We offer generous benefits, competitive compensation and career development opportunities throughout our organization. · Benefits include: · ...
-
Change Management Consultant
1 week ago
Ryzen Solutions Palo Alto, United StatesQualifications and Requirements · - Change Management certified (e.g. Prosci, or other change management methodology) · - Ability to work collaboratively - with project manager, project team members and leaders, etc. · - Ability to work in a matrix organization supporting various ...
-
Client Service Specialist, Hair Color Bar
2 weeks ago
Madison Reed Hair Color Bar Palo Alto, United States**Client Service Specialist, Hair Color Bar** · As the Madison Reed Hair Color Bar Client Service Specialist, you will be actively participating in the client experience from arrival to departure. This role is important to our clients' Hair Color Bar experience and helps navigate ...
-
Genetic Counselor
1 day ago
Lucile Packard Children's Hospital Palo Alto, United States**Psychology&Social Science** · **1.0 FTE, 8 Hour Day Shift - 6 Month Fixed Term** · At Stanford Children's Health, we know world-renowned care begins with world-class caring. That's why we combine advanced technologies and breakthrough discoveries with family-centered care. It's ...
-
Sutter Health Palo Alto, United States**Organization**: · PAMF-Palo Alto Medical Foundation PAD · **Position Overview**: · Performs general registration duties by interviewing patients or their representatives. Enters accurate information onto appropriate forms and computer system. Collects appropriate co-payments, a ...
-
Relief Case Manager Ii
5 days ago
Lucile Packard Children's Hospital Palo Alto, United States**CRONA** · **0.3 FTE, 8 Hour Day Shift** · At Stanford Children's Health, we know world-renowned care begins with world-class caring. That's why we combine advanced technologies and breakthrough discoveries with family-centered care. It's why we provide our caregivers with conti ...
-
Head of Us Legal
2 weeks ago
SmartNews Palo Alto, United States**About SmartNews**: · SmartNews is a leading global information and news discovery company committed to providing quality information to millions of users worldwide. Leveraging our unique machine-learning technology and partnerships with over 3,000 global publisher partners, we ...
-
Lucile Packard Children's Hospital Palo Alto, United States**Information Technology** · **1.0 FTE, 8 Hour Day Shift** · At Stanford Children's Health, we know world-renowned care begins with world-class caring. That's why we combine advanced technologies and breakthrough discoveries with family-centered care. It's why we provide our care ...
-
Director Toxicology
1 week ago
Jazz Pharmaceuticals Palo Alto, United StatesOverview: · Position Profile: · **Brief Description**: · The Director, Toxicology is accountable for managing the global nonclinical regulatory and investigative toxicology of assigned Jazz portfolio products, and likewise to support his/her reports overseeing those products. The ...
-
Unit Secretary
1 day ago
Lucile Packard Children's Hospital Palo Alto, United States**United Health Workers** · **0.6 FTE, 8 Hour Day Shift** · At Stanford Children's Health, we know world-renowned care begins with world-class caring. That's why we combine advanced technologies and breakthrough discoveries with family-centered care. It's why we provide our careg ...
-
Euc - Director Commercial Global Lead
1 week ago
VMware Palo Alto, United StatesSearch Jobs · **Job Description**: · EUC - Director Commercial Global Lead · Job Role - Overview · **Responsibilities**: · - Supervise commercial legal resources for the global EUC Commercial Legal team, which is responsible for drafting, reviewing and negotiating agreements with ...
-
Mental Health and Wellness Associate
2 days ago
Palo Alto Unified School District Palo Alto, United States**POSITION: Mental Health and Wellness Associate** · **SALARY RANGE: Range 40 on the Classified Salary Schedule** · **WORK YEAR: 10 Months** · **QUALIFICATIONS**: · **EDUCATION/EXPERIENCE** · - Completion of a Master's Degree in Psychology, Counseling Psychology, or Marriage and ...
-
IT Field Technical Support Consultant Ii
2 weeks ago
Sophus Info Palo Alto, United States**Job Summary**: · **Title : Field Technical Support Consultant II** · **Duration : 6+ Months with possible extension** · **Location: Palo Alto, CA - Field Tech role - must have car and be willing to travel** · This is a team based group of self-starting, technical/mechanical del ...
-
Nurse Coordinator
1 week ago
Stanford Health Care Palo Alto, United States1.0 FTE Full time Day - 10 Hour R Hybrid 71004 NEUROSURGERY Nursing 213 Quarry Rd,PALO ALTO,California · If you're ready to be part of our legacy of hope and innovation, we encourage you to take the first step and explore our current job openings. Your best is waiting to be disco ...
-
Associate Director of Advancement
2 days ago
The Girls' Middle School Palo Alto, United States*** · GMS seeks a passionate, seasoned Associate Director of Advancement professional to work closely with the Director of Advancement to develop and implement strategies aligned with the organization's financial and community engagement goals. The Associate Director of Advanceme ...
-
Utilities Supervisor
1 week ago
City of Palo Alto Palo Alto, United States***: · Reports To: Utilities WGW Operations Manager · Supervises: YES · Purpose of Classification · Incumbents are responsible for performing complex project development activities and supervising subordinate management, professional, technical, and clerical staff. Incumbents als ...
-
Unit Secretary
1 week ago
Stanford Health Care Palo Alto, United States0.8 FTE Part time Evening - 08 Hour R Onsite 61541 BMT E1 Administrative Support 300 Pasteur Dr,PALO ALTO,California · If you're ready to be part of our legacy of hope and innovation, we encourage you to take the first step and explore our current job openings. Your best is waiti ...
-
Administrative Associate 3
2 days ago
Stanford University Stanford, United StatesThe Department of Pediatrics, Division of Neonatal and Developmental Medicine aims to provide optimum state-of -the-art care for critically ill and recovering neonates and infants. We are dedicated to the School of Medicine's mission of advancing and exploring innovative and nove ...
-
Administrative Associate 3
1 week ago
Stanford University Stanford, United StatesThe Division of Cardiovascular Medicine is seeking an experienced Administrative Professional to join our dynamic team as an Administrative Associate 3. This is one of 3 new positions we are hiring as we grow our team. Within this role you will play a key part in supporting world ...
-
Summer Data Science Consultant
1 week ago
Cornerstone Research Menlo Park, United StatesOverview: · **SUMMER DATA SCIENCE CONSULTANT (HYBRID **- SILICON VALLEY**)**: · The Summer Data Science Consultant is a member of the Data Science Center which supports Cornerstone's litigation teams with data wrangling and advanced analytics programming in an environment with mu ...
Member Consultant II - University Place, United States - BECU
Description
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.
To learn more visit
PAY RANGE
The Target Pay Range for this position is $24.90-$30.38 hourly. The full Pay Range is $20.20-$35.96 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.
Impact You'll Make:
As a Member Consultant II, you will play a key role in delivering a seamless and high-quality member experience. Your expertise in BECU's products will allow you to identify, diagnose, and address members' consumer financial needsand refer them to specialized services when necessary. You will serve as a subject matter expert, resolving our members needs and providing expertise in specialized financial services.
What You'll Do:
Exceptional Member Experience and Sales Consultation:
Financial Literacy-based Sales: Deepen and retain member relationships using the Member Advantage and other BECU programs. Develop new member relationships within the community,includingmember referrals.
Enhanced Loan Services : Interview and process business loan applications, forwarding completed applications to Business Services. Conduct thorough consumer loan interviews, complete applicationsand necessary documentation, and ensure all members receive prompt, efficient, and professional service.
Branch Operations: Maintain thorough knowledge of all forms and documentation necessary for each consumer and business loan type.
By applying to this requisition, you have expressed interest in working in a branch within the Mountain District.
In the Mountain District, there are pod branches. A pod is a group of branches that are close in proximity to one another. If selected for employment, you may train out of any one of the pod branches.
After completion of training and while awaiting an opening in a pod branch, you will be scheduled to work in any of the pod locations. You must be comfortable with all commutes pertaining to branches within the podyou're hired into.
The pod you're applying to includes the following branches:
12-Week Training Schedule:
After training, Member Consultants are scheduled during any of the branch operating hours:
Qualifications :
Minimum Qualifications:
Desired Qualifications:
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.