Member Consultant II

Boeing Employees Credit Union Burlington , WA 98233

Posted 2 weeks ago

SUMMARY

The Member Consultant II provides a seamless delivery of member service from routine to complex issues by assisting in a branch environment. The role will be required to deliver a high quality member experience while using their knowledge of multiple products and will identify, diagnose, and act on members' consumer financial needs, including referrals to the appropriate line of business for specialized services. The MC II utilizes their thorough knowledge of credit union products, including business deposit products and small business loans, consumer loans and lines of credit and deposit products (such as IRA products), to provide excellent customer service to the member. The Member Consultant II is responsible for serving as a subject matter expert to members and Member Consultants, creating an outstanding member experience by resolving member service needs, and delivering expertise in specialized financial services.

By applying to this requisition, you have expressed interest in working in a Neighborhood Financial Center within the North District.

In the North District, there are pod branches. A pod is a group of branches that are close in proximity to one another. If selected for employment, the candidate will be hired into a pod. Once the candidate is done with training and a position opens up in their pod, the candidate will be placed into one of the full-time Member Consultant positions within their pod.

The pods are split up as follows:

  • Burlington and Smokey Point

If an interview is scheduled, a recruiter will discuss the preferred pod for the candidate.

RESPONSIBILITIES

  • Perform all responsibilities in accordance with BECU Competencies, compliance, regulatory and Information Protection requirements.

  • 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.

  • Provide notary and medallion signature guarantee services to BECU membership.

  • Utilize thorough knowledge of products to provide excellent customer service, including the areas of business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts.

  • Conduct thorough consumer loan interviews by completing applications and the necessary documentation (e.g., income verification), calculating and providing the correct financial stipulations to obtain a lending decision. Ensure consumer loan applications are complete and that all loan documents are signed with the members for full origination.

  • 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. Serve as an escalation point on all service issues.

  • 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.

  • Sign all line and loan documents that originate through outbound/inbound call center, ensuring each Member's needs are fulfilled.

  • Perform additional duties as assigned.

QUALIFICATIONS

  • Minimum 2 years post-High school education required or equivalent years of experience; 3 or more years post-High school education preferred.

  • Minimum 2 years' experience in a similar role at a Financial Institution, 3 years customer/member/client facing experience in a retail environment may be accepted instead. Combination of above experience totaling 4 years may also be accepted.

  • Experience as a BECU Member Consultant preferred. Experience in business lending, mortgage lending and consumer lending preferred.

  • Successful completion of in-house training program after hire is required.

  • Excellent problem resolutions, negotiating, organization and peer coaching skills with the ability to exercise confidentiality and discretion.

  • Proficient verbal and written skills required to effectively communicate in the English language.

  • Comprehensive understanding and knowledge of Credit Union key objectives, product and service solutions to communicate appropriate recommendations to uncover and address member needs.

  • 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.

  • Effective analytical skills with proficient math aptitude.

  • Ability to work a shifting/flexible schedule; this requires evenings, nights or weekends.

  • Full time hours required; 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.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Team Member

Taco Bell

Posted 3 days ago

VIEW JOBS 10/21/2019 12:00:00 AM 2020-01-19T00:00 live MAS! " You are applying for work with a franchisee of Taco Bell, not Taco Bell Corp. or any of its affiliates. If hired, the franchisee will be your only employer. Franchisees are independent business owners who set their own wage and benefit programs that can vary among franchisees." Our Taco Bell Team Members are the first face that customers see when they walk through the door, or the first voice they hear when they place a Drive thru order, so YOU will set the tone for the bringing the great Taco Bell experience to life. This is the job for a friendly, helpful individual who enjoys working in a fast-paced environment and paying attention to detail. Key positions we offer include preparing food- our FOOD CHAMPIONS-or taking our guests' orders and serving their meal- our SERVICE CHAMPIONS. The entire team works together to accomplish all daily restaurant tasks including but not limited to resolving service or food issues, maintaining food-safety standards and keeping a clean, safe facility environment. A successful candidate will have a clean and tidy appearance, good work habits and positive attitude and teamwork. A key benefit is free meals while on duty, YUM! Taco Bell is a great place to learn, grow and succeed. Our family run business offers both part time and full time positions, and we strongly believe in a grow-from-within career. The minimum age to work with the Northwest Restaurants family of restaurant companies is 16 years or older. Taco Bell Burlington WA

Member Consultant II

Boeing Employees Credit Union