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Member Consultant II (part-time Personal Banker) with $1250 Sign-on Bonus**

Company: Boeing Employees Credit Union
Location: Everett
Posted on: November 22, 2022

Job Description:

Are you interested in working for a purpose-driven organization that is owned by, and accountable to, its members-not its shareholders? Where you can collaborate with teams that help deliver products and services to over 1.3 million members? Then read on-BECU might just be the right fit for you.

BECU is a national leader among financial institutions. With over $29 billion in assets, we're among the largest credit unions in the nation. We've been in business for over 86 years, serving the financial well-being of our community and helping our members achieve life-long financial goals.

Here's what else sets us apart:

* Our members-first ethos.

* Unique benefits, perks and workplace culture.

* Philanthropy and community involvement.

* Remote, flexible and hybrid work opportunities.

To learn more visit becu.org/careers.

Sign-on bonus available! New hires (or rehires over 12 months) are eligible to receive a $1,250 bonus. Ask your recruiter for details!


The 100% on-site part-time 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.

This is a 100% on-site position that pays between $24-28/hr. Eligible sign-on bonus is $250 first paycheck, $500 at three months of employment, $500 at 12 months of employment. Terms and conditions apply.

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

In the Coastal 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, the candidate will be placed into one of the Member Consultant positions within their pod.

The pods are split up as follows:

* Mill Creek, Thrasher's Corner, and Seattle Hill Road

Applicants must be comfortable with all commutes involved. If an interview is scheduled, a recruiter will discuss the preferred pod for the candidate.

10-Week Training Schedule:

* Monday, Tuesday, Thursday, Friday with flexibility to start between 9am-10am for 8 hours (most days end by 5pm)

After Training Schedule:

* Required Days: Monday from 10am-5pm, Friday from 10am-5pm, Every Saturday from 8:30am-1:30pm

* Leadership will add one additional weekday at their discretion: Tuesday, Wednesday, or Thursday from 10am-5pm


* 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.


* 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.

Keywords: Boeing Employees Credit Union, Everett , Member Consultant II (part-time Personal Banker) with $1250 Sign-on Bonus**, Professions , Everett, Washington

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