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Customer Support
Customer Service Representative
Wingate, NC

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Now viewing: Member Consultant II - Retail Banking. Job in Wingate Gr8Jobs
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BECU

Member Consultant II - Retail Banking. Job in Wingate Gr8Jobs

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Job Description

As a Member Consultant II at BECU, you'll deliver member-first financial guidance in a branch and digital environment. You will open and service accounts, process transactions, and help members select savings, checking, loan, and credit products that fit their goals. You'll educate members on digital banking, resolve complex service issues, and ensure compliance with regulations and BECU policies. In this role, you'll collaborate with teammates, support community-focused initiatives, and contribute to a culture of integrity, inclusivity, and financial wellness. Responsibilities Provide consultative financial guidance to members based on their goals and needs Open, service, and maintain consumer accounts, loans, and banking products Educate members on digital banking tools and self-service options Resolve member issues, transactions, and inquiries accurately and efficiently Identify opportunities to deepen relationships through appropriate product recommendations Adhere to regulatory, compliance, and risk management standards Collaborate with team members to meet branch and member satisfaction goals Participate in community and financial education initiatives aligned with BECU's mission Required Skills Retail banking operations Consumer deposit products Consumer lending and loan processing KYC/AML and regulatory compliance Member or customer relationship management (CRM) Digital and mobile banking platforms Cash handling and transaction processing Cross-selling financial products Financial needs analysis Problem resolution and de-escalation