Harborstone Credit Union jobs in Lakewood, WA - 27 jobs
Contact Center Representative
Harborstone Credit Union 3.3
Harborstone Credit Union job in Lakewood, WA
Harborstone operates as one of the most committed and passionate credit unions in the state of Washington. Our culture is about people, it's the foundation of everything we do and we work hard to demonstrate our values in every interaction. Our mission is to create a thriving community by helping our members realize their full potential. In order to deliver on this, we hold ourselves accountable to viewing our business from a growth mindset lens, this ensures we stay empathetic and we solve for our membership's real-life financial needs or pain points. We are not out to sell our "banking" products and services, our sole motive is to create a cooperative of people who help people, and provide the relevant products and services that enable our membership to manage their everyday financial needs.
The Member Experience line of business includes all aspects of Member and Branch Experience; Contact Center Experience; Digital Services; Marketing; Community Development; Small Business Member Experience, Cash Management and Business Deposit Team.
Upholds legal, regulatory and compliance requirements unique to the role, in addition to Bank Secrecy Act, Anti-Money Laundering, OFAC, and Information Security policies and procedures. Completes annually required compliance and security awareness related courses as established by Harborstone Credit Union policies and/or practices.
Effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization (Trust, Advocacy, Prosperity, Equity, Empathy, and Simplicity). Consistently advocates for Harborstone's members, offering opportunities for financial equity and prosperity and the tools necessary to help them thrive. Demonstrates value and difference by expertly informing our communities of effective financial products, services, and solutions to help them attain their full potential.
Compensation:
Minimum $20.34/hour
Maximum $34.60/hour
Applicants with a desired mix of knowledge, skills and abilities can expect to be offered the following depending on the level they best fit:
CCRI $20.34 - $29.06
CCRII $22.28 - $31.83
CCRIII $24.22 - $34.60
Responsibilities
* Proactively engage and manage member relationships by putting member's financial needs and goals in the center of the conversation at every interaction.
* Act as a financial coach that helps their members set goals and celebrates when they achieve them.
* Effectively develop and maintain relationships with new and existing members.
* Communicate effectively by member's preferred communication channel, either in person, by phone, or by email.
* Demonstrates excellent problem solving and critical thinking skills by leveraging resources effectively to meet members' needs.
* Deep expertise with lending products and demonstrates the ability to uncover needs and recommend appropriate options.
* Knowledgeable in mortgage products and services with ability to refer members appropriately.
* Demonstrates best level Member Experience behavior expectations, Member Experience relationship skills, and utilizes Member Experience tools.
* Knowledge of Harborstone and Business Partner's/Vendor's/CUSO's partnership and processes.
* Ability to support training efforts within the call center teams, as applicable.
* Understand the process of notary, medallion stamps, and signature guarantee services in order to guide member to the appropriate branch location.
* Ability to understand, leverage, and build upon key strengths to help in the overall success of the cooperative as part of ongoing personal and professional development.
* Understand Harborstone's 5-Year Strategic Plan, yearly Business Plan and Thematic Goal and the strategies required to achieve successful results for the cooperative.
Qualifications
Required Experience/Education:
* Completion of Harborstone's internal training systems as required. Financial Navigator Training Certifications.
* Basic Microsoft Office Skills.
* High school diploma.
Physical Considerations:
* Must be able to effectively read, write, and listen as well as communicate verbally, electronically and in written form with employees, members, board members, vendors, and the general public as required.
* May be asked to handle, move, and/or carry large boxes of supplies weighing up to 50 pounds.
* May require stooping, bending, squatting, and reaching for limited periods of time.
* May require sitting and standing for long periods of time.
Responsibilities • Proactively engage and manage member relationships by putting member's financial needs and goals in the center of the conversation at every interaction. • Act as a financial coach that helps their members set goals and celebrates when they achieve them. • Effectively develop and maintain relationships with new and existing members. • Communicate effectively by member's preferred communication channel, either in person, by phone, or by email. • Demonstrates excellent problem solving and critical thinking skills by leveraging resources effectively to meet members' needs. • Deep expertise with lending products and demonstrates the ability to uncover needs and recommend appropriate options. • Knowledgeable in mortgage products and services with ability to refer members appropriately. • Demonstrates best level Member Experience behavior expectations, Member Experience relationship skills, and utilizes Member Experience tools. • Knowledge of Harborstone and Business Partner's/Vendor's/CUSO's partnership and processes. • Ability to support training efforts within the call center teams, as applicable. • Understand the process of notary, medallion stamps, and signature guarantee services in order to guide member to the appropriate branch location. • Ability to understand, leverage, and build upon key strengths to help in the overall success of the cooperative as part of ongoing personal and professional development. • Understand Harborstone's 5-Year Strategic Plan, yearly Business Plan and Thematic Goal and the strategies required to achieve successful results for the cooperative.
$20.3-34.6 hourly Auto-Apply 23d ago
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Indirect Funding Specialist
Harborstone Credit Union 3.3
Harborstone Credit Union job in Lakewood, WA
The Indirect Funding Specialist is responsible for creating an exceptional member and dealer experience by ensuring accurate and timely processing and funding of all indirect loan applications including auto motorcycle, recreational vehicle, and boat within established service level commitments. The Indirect Loan Processor will collaborate with dealers, members, and internal staff to collect documentation, verify that documents meet underwriting stipulations, audit loan packages for accuracy and complete balancing duties in the loan operating system.
Compensation:
Minimum $22.00
Maximum $31.43
Placement in the pay scale will be determined by experience and qualifications.
Responsibilities
* Contact dealers and/or members within service level agreements to obtain documentation.
* Process Indirect loan applications within established guidelines, policies, procedures, and timelines.
* Provide exceptional experience to our dealer partners, members and staff in alignment with Harborstone's core values.
* Review each loan application to ensure all required information is documented.
* Consistently maintain Service Level Agreements for contacting Dealer Partners and processing of all Indirect Loans.
* Request and review required documentation to meet underwriting stipulations.
* Facilitate clearing of underwriting conditions by working with branch staff, dealers, vendors, and members.
* Research and resolve internal and external member issues promptly and professionally.
* Serve as a lending point of contact for dealers.
* Work as part of a hybrid team using multiple technologies and approaches.
Qualifications
* Excellent verbal, written and interpersonal communication skills with the ability to explain programs, loan terms, features, policies and benefits to members and business partners.
* Strong relationship building and teamwork skills.
* Demonstrates strong analytical and critical thinking abilities with exceptional attention to detail.
* Excellent organizational and time management skills with ability to work independently and manage multiple priorities.
Preferred Skills:
* Multi-lingual capabilities to include Spanish are a plus.
* Additional education and training preferred.
* Experience with Arc Os(i) or CUDL preferred.
Physical Considerations:
* Must be able to effectively read, write, and listen as well as communicate verbally, electronically and in written form with employees, members, board members, vendors, and the general public as required.
* May be asked to handle, move, and/or carry large boxes of supplies weighing up to 50 pounds.
* May require stooping, bending, squatting, and reaching for limited periods of time.
* May require sitting and standing for long periods of time.
Responsibilities · Contact dealers and/or members within service level agreements to obtain documentation. · Process Indirect loan applications within established guidelines, policies, procedures, and timelines. · Provide exceptional experience to our dealer partners, members and staff in alignment with Harborstone's core values. · Review each loan application to ensure all required information is documented. · Consistently maintain Service Level Agreements for contacting Dealer Partners and processing of all Indirect Loans. · Request and review required documentation to meet underwriting stipulations. · Facilitate clearing of underwriting conditions by working with branch staff, dealers, vendors, and members. · Research and resolve internal and external member issues promptly and professionally. · Serve as a lending point of contact for dealers. · Work as part of a hybrid team using multiple technologies and approaches.
$35k-43k yearly est. Auto-Apply 15d ago
Vice President Chief of Staff to the Office of the President/CEO
BECU 4.5
Tukwila, WA job
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference.
While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU.
PAY RANGE
The Target Pay Range for this position is $225,000 - $305,000 annually. 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 - because
people helping people
starts with supporting
you
401(k) Company Match (up to 3%)
4% annual contribution to your 401(k) by BECU
Medical, Dental and Vision (family contributions as well)
PTO Program + Exchange Program
Tuition Reimbursement Program
BECU Cares volunteer time off + donation match
IMPACT YOU'LL MAKE
The Vice President, Chief of Staff to the Office of the President/CEO serves as a strategic partner and trusted advisor, ensuring priorities advance with clarity and momentum. Acting as an extension of the President/CEO, you'll establish effective organizational rhythms, strengthen cross functional collaboration, coordinate high impact initiatives, and ensure readiness for key internal and external engagements. You'll‑ also lead the executive support team, oversee special projects, and help create the alignment and preparedness needed for the Office of the President/CEO to deliver meaningful impact for BECU's members, teams, and ‑communities.
WHAT YOU'LL DO
Guide Enterprise Strategy: Work closely with the President/CEO to advance credit union-wide priorities by translating strategy into clear actions, milestones, and measurable outcomes.
Lead High Impact Initiatives: Drive special projects and cross functional efforts assigned by the President/CEO or EMT, ensuring seamless coordination and timely progress.
Serve as liaison between the CEO and the EMT, ensuring alignment on priorities, facilitating effective communication and driving accountability across enterprise initiatives.
Elevate Executive Communications: Partner with Communications and Strategic Planning to shape messaging, materials, and updates that strengthen executive visibility and alignment.
Streamline Operational Rhythms: Manage and continuously improve the operating cadence for the Office of the President/CEO, ensuring the right information, people, and decisions come together at the right time.
Solve and Coordinate Proactively: Organize, troubleshoot, and coordinate initiatives on behalf of the President/CEO to keep work flowing smoothly.
Optimize Executive Time: Oversee and enhance the President/CEO's calendar strategy and prioritization so their time aligns with the organization's most important needs.
Strengthen External Engagements: Coordinate external commitments, such as board activities, industry events, and key stakeholder engagements, ensuring high-quality preparation and follow through.
Prepare Leaders for Success: Ensure the President/CEO is fully prepared for meetings, briefings, and presentations, and support EMT and senior leaders with planning and facilitation.
Represent Executive Leadership: Act as a liaison between the President/CEO and internal/external stakeholders and represent them in meetings or initiatives when appropriate.
Lead and Develop Teams: Coach and develop the executive support team, fostering strong performance, collaboration, and service excellence.
QUALIFICATIONS
Minimum Qualifications
Typically requires a bachelor's degree in business administration or related field, or equivalent experience.
Typically requires 10 years of people leadership experience
Desired Qualifications
Demonstrated ability to influence without authority and maintain confidentiality.
Experience managing executive offices or enterprise operations.
Strong organizational, communication, and presentation skills.
Proven ability to influence and align stakeholders across complex, cross functional teams to drive outcomes without formal authority.
Experience leading strategic enterprise initiatives and programs
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.
$225k-305k yearly Auto-Apply 2d ago
Mortgage Advisor - Pierce County
BECU 4.5
Puyallup, WA job
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference.
While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU.
PAY RANGE
The Target Pay Range for this position is $26.35-$32.12 hourly. The full Pay Range is $21.65-$38.03 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. 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 - because
people helping people
starts with supporting
you
401(k) Company Match (up to 3%)
4% annual contribution to your 401(k) by BECU
Medical, Dental and Vision (family contributions as well)
PTO Program + Exchange Program
Tuition Reimbursement Program
BECU Cares volunteer time off + donation match
IMPACT YOU'LL MAKE:
You'll play a pivotal role in helping members achieve one of life's biggest milestones-homeownership. As a Mortgage Advisor - Primary Market, you'll deepen trusted relationships with new and existing members, guide them through complex mortgage decisions, and expand BECU's mortgage presence within your assigned community.
Your expertise won't stop at loans-you'll be a go-to resource, mentor, and advocate, helping teammates grow their mortgage knowledge while ensuring members feel informed, confident, and supported from application through funding. Through your work, you'll directly shape meaningful member experiences, strengthen community connections, and drive BECU's continued growth in the mortgage space.
WHAT YOU'LL DO:
Be a trusted mortgage guide: Serve as the primary point of contact for mortgage products, services, and processes-supporting members from application through funding with clarity and confidence.
Build lasting member relationships: Deepen and retain mortgage relationships by listening closely, understanding financial goals, delivering tailored solutions, and following through every step of the way.
Drive results together: Contribute to individual and team goals by enhancing the member experience, supporting referral generation, and collaborating across centers and branches.
Grow referral partnerships: Maintain and expand mortgage referral relationships with members, employees, business development managers, and third-party partners.
Coach and elevate teams: Mentor and coach branch and center teams to identify mortgage opportunities, improve processes, and confidently serve member needs.
Educate and empower colleagues: Share knowledge with Member Consultants and Managers on mortgage identification, servicing, and continuous process improvement.
Represent BECU in the community: Actively participate in community organizations and events to generate new mortgage business, deepen relationships, and educate others about BECU's mortgage solutions.
Negotiate with care and confidence: Work with members to negotiate loan terms and conditions while aligning with credit union policies and procedures.
Support underwriting success: Review loan files using automated underwriting systems, correct deficiencies when possible, and partner with underwriters on non-approved loans.
Ensure regulatory excellence: Stay current on federal and state lending regulations-especially mortgage and home equity-and support staff awareness of compliance updates.
Leverage product expertise: Maintain thorough knowledge of mortgage and consumer loan offerings to generate leads and recommend appropriate solutions.
Master mortgage systems: Understand loan origination systems (LOS), underwriting, processing, guidelines, and tracking tools to coach and support consultants effectively.
Collaborate across BECU: Build strong partnerships with mortgage and internal departments to enhance the member experience and improve production outcomes.
Stay market-aware: Keep informed on mortgage industry trends and local real estate market developments.
Prospect with purpose: Generate new mortgage relationships through proactive prospecting and lead generation.
Resolve with care: Serve as an escalation point for member issues, ensuring concerns are addressed thoughtfully and effectively.
Communicate for success: Maintain open, effective communication with credit union employees to support shared goals and coordinated efforts.
Continuously improve: Contribute to ongoing process and service quality improvements in support of credit union objectives.
Flex when needed: Perform additional duties as assigned to support team and organizational success.
This isn't just about ticking off tasks on a list. It's about making a significant, positive change in BECU's journey, where your contributions are valued, and your growth is continually fostered.
WHAT YOU'LL GAIN:
The opportunity to be a trusted mortgage expert influencing meaningful financial milestones for members
A role where your voice matters, and your ideas help improve processes and experiences
Ongoing opportunities to coach, mentor, and lead others, strengthening your leadership presence
Strong community connections and the ability to represent BECU beyond the branch
A career within a mission-driven credit union committed to long-term member and employee success
QUALIFICATIONS:
Minimum Qualifications:
Bachelor's degree or equivalent work or education related experience.
Minimum two years of experience in mortgage loan production, including conventional, FHA, and VA products.
Minimum two years of mortgage loan sales experience, and/or consultative sales experience in financial services or a financial institution required.
Compliance with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO).
Desired Qualifications:
Ability to take initiative and be self-motivated.
Effective relationship management, problem resolution and customer service skills.
Strong sales, prospecting and follow-up skills.
Excellent interpersonal skills to ensure issues are handled in a fair and consistent manner.
Ability to contribute both independently and as a team member in multi-priority fast paced environment.
Proficient with Microsoft Office Products.
Excellent time management skills. Ability to adapt to evolving work priorities.
Excellent verbal and written skills to effectively communicate.
Proficient math skills, with a high degree of accuracy. Ability to perform complex income analysis.
Ability to exercise confidentiality and discretionary judgment.
Ability to use discretion in decision making and sound judgment in problem solving.
Ability to adapt to change within working responsibilities, be it internal, market or regulatory driven.
JOIN THE JOURNEY:
Ready to make an indelible impact? Eager to be a part of a collaborative and innovative team where your ideas and contributions don't just fill a role, but fuel the growth and success of BECU? This is more than a job - it's a chance to elevate your career, skills, and future, all while contributing to the robust technological landscape of BECU.
Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let's achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now. #BECU #YourGrowth #BECUJourney
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.
$26.4-32.1 hourly Auto-Apply 17d ago
Network Architect
Harborstone Credit Union 3.3
Harborstone Credit Union job in Lakewood, WA
As a teammate of Harborstone, you are expected to embody our mission and values through your daily actions and interactions. You are a vital ambassador of our commitment to build dreams and change lives for generations to come. Commitment, Dependability, Kindness, and Ownership are essential. You are encouraged to live our Ten Essentials, fostering a culture of accountability and collaboration that empowers everyone to thrive and contribute to Harborstone's success.
The Network Architect designs, plans, and implements Harborstone's overall logical and technical network, ensuring the stability of robust and scalable network solutions to support business objectives. This position converts business, security and compliance requirements into detailed, actionable network strategies. Additionally, the role has direct engagement in the installation, monitoring, maintenance, support, and optimization of all network and telecommunications hardware, software, and infrastructure.
Compensation:
Minimum $115,000
Maximum $140,000
Responsibilities
Strategy & Planning
· Design robust and scalable networks (WAN, LAN, wireless, UPS, cloud, etc.) to provide capacity aligned with business objectives and projected growth.
· Coordinate with internal stakeholders and external partners/vendors to evaluate and select solutions that align architecture to business strategies.
Operational Excellence & System Reliability
· Assess and deploy network monitoring tools to proactively identify and implement measures to optimize performance and service delivery.
· Plan for redundancy, failover, and disaster recovery testing to maximize uptime.
· Conduct traffic modeling, capacity forecasting, and performance tuning for peak loads; monitor network health and implement preventive measures.
Security & Compliance
· Architect and enforce network security protocols (firewalls, VPNs, IDS/IPS, encryption) to safeguard sensitive data (PII, financial transactions).
· Ensure compliance with financial regulations (PCI DSS, SOX, GLBA) through secure design, segmentation, and monitoring.
· Enforce network security policies and procedures to protect infrastructure from external threats and internal vulnerabilities.
Learning & Career Development
· Mentor network engineers and administrators, supporting professional growth.
· Monitor new networking technologies and trends, evaluate their impact, and recommend solutions to enhance cost efficiency and network adaptability.
Qualifications
· Bachelor's degree in computer science, engineering, or 10 years of related experience.
· Five years' experience in a high security environment (ex. healthcare/government/financial).
· Proven experience as a network engineering or architect with increased responsibilities.
· Excellent problem-solving skills and the ability to work under pressure.
· Strong communication and leadership skills.
· Strong understanding of network infrastructure services, routing protocols, telephony, and wireless networking design.
· ITILv4 foundations certification and CCIE, ACDX, CCA, CCSP or other network certification.
$115k-140k yearly Auto-Apply 55d ago
Sr Product Manager - Digital
BECU 4.5
Tukwila, WA job
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference.
While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU.
PAY RANGE
The Target Pay Range for this position is $156,200.00-$190,800.00 annually. The full Pay Range is $121,200.00 - $225,800.00 annually. 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 - because
people helping people
starts with supporting
you
401(k) Company Match (up to 3%)
4% annual contribution to your 401(k) by BECU
Medical, Dental and Vision (family contributions as well)
PTO Program + Exchange Program
Tuition Reimbursement Program
BECU Cares volunteer time off + donation match
IMPACT YOU'LL MAKE:
As a Senior Product Manager, you'll shape the future of BECU's digital banking experience. Your strategic vision will guide the selection of platforms, define priorities, and influence how millions of members interact with their finances. From leading vendor evaluations to crafting a roadmap for mobile-first solutions, you'll be at the center of innovation-ensuring every decision enhances member experience and drives business growth.
WHAT YOU'LL DO:
Own the Vision and Strategy: Define and lead the roadmap for digital banking capabilities, focusing on mobile-first experiences that meet member needs.
Drive Vendor Selection: Manage the RFP process, evaluate solutions, and collaborate with stakeholders to select the right platform for BECU's future.
Lead Cross-Functional Collaboration: Partner with teams across Marketing, Payments, Fraud Ops, Cybersecurity, and more to align priorities and deliver impactful solutions.
Analyze and Innovate: Use data insights and member feedback to identify pain points, improve adoption, and enhance overall user experience.
Manage Performance: Establish and monitor key metrics, ensuring products meet business goals and deliver measurable outcomes.
Champion Continuous Improvement: Capture lessons learned and adjust strategies to keep BECU ahead in the digital banking space.
This isn't just about ticking off tasks on a list. It's about making a significant, positive change in BECU's journey, where your contributions are valued, and your growth is continually fostered.
WHAT YOU'LL GAIN:
Strategic Impact: Influence major decisions that shape BECU's digital banking future.
High Visibility: Work directly with senior leadership and cross-functional teams on critical initiatives.
Innovation at Scale: Drive mobile-first solutions for a growing member base.
Professional Growth: Expand your expertise in digital banking strategy and vendor management.
Collaborative Culture: Join a team that values autonomy, creativity, and results.
QUALIFICATIONS:
Minimum Qualifications:
Bachelor's degree or equivalent experience in technology, business, or related discipline.
7+ years of experience in product management or product development roles.
Experience managing and maintaining vendor relationships.
Ability to self-direct, identify business and customer needs, and deliver solutions.
Strong communication skills, including writing, editing, and presenting to senior leadership.
Experience with digital banking and mobile platforms.
Desired Qualifications:
Advanced degree preferred.
Familiarity with Agile and Scrum methodologies.
Experience developing user stories and domain expertise.
Strong research, leadership, and negotiation skills.
Product Owner certification.
Knowledge of AI/ML concepts as a plus.
Proficiency in PowerPoint and other presentation tools.
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.
$156.2k-190.8k yearly Auto-Apply 7d ago
Teller (Part-Time)
BECU 4.5
Tukwila, WA job
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference.
While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU.
PAY RANGE
The Target Pay Range for this position is $21.65-$24.23 hourly. The full Pay Range is $21.65-$28.65 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. 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 - because
people helping people
starts with supporting
you
401(k) Company Match (up to 3%)
4% annual contribution to your 401(k) by BECU
Medical, Dental and Vision (family contributions as well)
PTO Program + Exchange Program
Tuition Reimbursement Program
BECU Cares volunteer time off + donation match
IMPACT YOU'LL MAKE:
The part-time Teller role plays a crucial part in providing quality service to our members. With your excellent member service skills and knowledge of credit union policies and procedures, you will ensure that all teller transactions are conducted accurately, professionally, and in a timely manner, making a positive impact on our members' banking experience.
WHAT YOU'LL DO:
Member Advantage Program: Ensure that every interaction with the members reflects our commitment to exceptional service and values.
Information Protection Program: Uphold the highest standards of performance and information security in all aspects of your role.
Member Services: Address member needs promptly and effectively, demonstrating a proactive and helpful approach. Guarantee that all members receive the attention and care they deserve, resolving any concerns or complaints promptly and effectively.
Assisting the community with financial wellness: This could involve financial education programs or access to financial planning resources.
Compensation Transparency:
We believe in fair and equitable pay for all employees. The listed pay ranges reflect our commitment to both internal equity and market competitiveness:
Teller: $21.65 - $22.00 per hour
Offers are made within this range, taking into account experience, skills, and alignment with internal team compensation. Please note that starting pay typically does not exceed the range midpoint.
Position Location: Tukwila Financial Center
Training Schedule (First 5 Weeks - Paid):
Monday to Friday: 9:00 AM - 5:45 PM (Part-Time Training will be Full-Time Hours)
Regular Schedule (After Training):
24 Part-Time Hours within:
-Monday to Friday: 8:00 AM - 5:00 PM
-Every Saturday: 8:45 AM - 1:30 PM
Specific weekly hours will vary based on business needs.
QUALIFICATIONS:
Minimum Qualifications:
Typically requires High School Diploma or associated Certification (GED), and 1 year of customer service or relevant experience.
Minimum of one year of customer service experience.
Desired Qualifications:
Teller or cash handling experience.
Strong attention to detail and accuracy in handling transactions.
Experience in promoting and selling financial products or services.
Knowledge of regulatory requirements related to financial transactions.
Successful completion of in-house teller training program.
Proficient math skills, with the ability to process account transactions accurately.
Ability to multitask.
Good verbal and written communication skills.
Good interpersonal skills to ensure professional handling of member concerns.
Ability to work independently and as a team member, using discretion and sound judgment.
Additional hours as necessary to accomplish objectives and goals.
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.
$21.7-24.2 hourly Auto-Apply 7d ago
Full Time - Member Consultant I or II (Personal Banker)- Martin Way Branch
Washington State Employees Credit Union 4.6
Olympia, WA job
Member Consultants are the heart and soul of WSECU. Every day, you dig deep to listen to what our members need and you go out of your way to make banking not only easy, but downright pleasant! You're the go-to, one-stop shop for our members. Knowledgeable, empathetic and eager to help, you know your members by name and they know you! WSECU is a Co-Op with an all-volunteer board-we are truly accountable to our members, but we couldn't do it without you. Ready to learn more?
Your day might include:
Performing all branch functions including consumer lending, opening new accounts, and providing teller services
Striving for and hitting your sales and service goals, while keeping the member's best interest front and center
Contributing to your teams successes and celebrating along the way
Building and nurturing strong relationships with your members
Understanding your members' journey, offering products and services to meet their unique needs
Showing empathy and lending a hand where your team members and teammates need it most
Having fun!
What you bring to the team:
Current WSECU Member Consultants I, II, or III who apply will be hired in the same tier as you currently hold
For Member Consultant I
Minimum of one (1) year experience in a financial institution or retail/service-related position
Computer experience including proficiency in Microsoft Outlook, Excel and Word
Must be willing to register with the Nationwide Mortgage Licensing System and Registry, including fingerprinting and a national criminal background check, and maintain and renew the registration annually
Competitive pay for MCI: $21.50 - $32.25 per hour, dependent on relevant qualifications, plus an annual discretionary incentive plan and benefits package
The target starting pay for this position is $
21.50 - $26.87
per hour,
typically within the first half of the range. Actual offers will be based on individual qualifications relevant to the role and will not take an applicant's pay history into account.
The range above allows our employees room for growth through annual merit and other pay increases during their tenure in the position.
For Member Consultant II
Minimum of one (1) years' experience in a financial institution processing consumer loans, new accounts and member transactions
Computer experience including proficiency in Microsoft Outlook, Excel and Word
Must be willing to register with the Nationwide Mortgage Licensing System and Registry, including fingerprinting and a national criminal background check, and maintain and renew the registration annually
Competitive pay for MCII: $24.05 - $36.07 per hour, dependent on relevant qualifications, plus an annual discretionary incentive plan and benefits package
The target starting pay for this position is $
24.05 - $30.06
per hour,
typically within the first half of the range. Actual offers will be based on individual qualifications relevant to the role and will not take an applicant's pay history into account.
The range above allows our employees room for growth through annual merit and other pay increases during their tenure in the position.
Bonus points if you have:
Credit Union experience
Two (2) years of college (MC II)
Experience with cash handling, lending, new accounts or a combination
Experience with: Symitar, Meridian Link, Image Center, Application Xtender, and Coconut
Where we're located: 4245 Martin Way E, Olympia, WA 98516
When you'd work: Monday - Friday 8:00 am - 6:00 pm, Saturday 9:15 am -2:30 pm, full time minimum 40 hours per week, with scheduling flexibility required to meet the needs of the branch.
Perks: Here are a few benefits and perks we offer:
Medical, Dental, Vision, and Life Insurance with Premiums paid by WSECU
Full-Time Regular employees accrue general leave and sick leave, on a monthly basis
Part-Time employees accrue general leave, on a monthly basis
11 Paid Holidays
Employer paid Long Term Disability & Long-Term Care plan for Full-Time employees
Employer paid Long Term Care plan for Part-Time employees
401(K) with 8.5% Contribution by WSECU to begin 1st quarter after 1 year of service
Paid Volunteer Leave
Tuition Assistance
Employee Assistance Program & Employee Discounts
And, you get to work with some awesome people!
WSECU was named to the Forbes Best-In-State Credit Union list in 2025, making us the only credit union in Washington to earn this recognition five years in a row!
IND2
We look forward to reviewing your application!All applicants must include a resume.
Visa sponsorship not available.
Contact us at ************ with any questions.
We champion our employees' unique differences because we believe diversity is critical to the success of our members and the communities we serve. We're proud to provide a workplace based on equality and do not discriminate based on race, color, religion, creed, national origin, ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, or any other legally recognized protected basis under federal, state or local law.
Accommodations are available for applicants with disabilities. If you are an individual with a disability and require a reasonable application to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact ************ or email us for assistance.
$21.5-32.3 hourly Auto-Apply 2d ago
Manager Retail Branch I
BECU 4.5
Sammamish, WA job
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference.
While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU.
PAY RANGE
The Target Pay Range for this position is $84,300 - $103,000 annually. 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 - because
people helping people
starts with supporting
you
401(k) Company Match (up to 3%)
4% annual contribution to your 401(k) by BECU
Medical, Dental and Vision (family contributions as well)
PTO Program + Exchange Program
Tuition Reimbursement Program
BECU Cares volunteer time off + donation match
IMPACT YOU'LL MAKE:
As a Manager Retail Branch I, you'll lead a dynamic team in one of BECU's branches, playing a critical role in delivering meaningful financial experiences for our members. You'll create a culture of service excellence and accountability while coaching your team to meet goals and serve members with care, transparency, and integrity. Your leadership will influence everything from sales and service to community engagement and operational performance. By developing talent and driving member-focused strategies, you'll help BECU grow stronger while advancing your own career in a collaborative and purpose-driven environment.
WHAT YOU'LL DO:
Deliver on Performance Goals: Drive branch success through sales performance, service excellence, and community involvement-ensuring member needs are met with proactive and personalized support.
Coach and Develop Your Team: Provide consistent mentorship and career guidance that helps employees grow their skills, meet individual goals, and prepare for future opportunities.
Lead with Feedback and Recognition: Conduct regular performance reviews using BECU competencies and create a culture of appreciation and accountability by recognizing strengths and coaching growth areas.
Ensure Operational Excellence: Oversee day-to-day branch operations and scheduling, ensuring timely, accurate, and consistent service aligned with BECU standards and member expectations.
Build BECU's Brand in the Community: Engage with local communities to expand awareness of BECU's mission and services and create opportunities to grow membership and member value.
Champion Sales and Service Behaviors: Set and model clear expectations for service excellence, reinforcing positive behaviors and offering direct coaching to ensure every member experience exceeds expectations.
Manage Budgets and Branch Performance: Support annual branch budgeting in partnership with the District Director, ensuring expenses align with strategic goals and remain within approved limits.
Foster Relationships Internally and Externally: Build strong partnerships with BECU team members, business partners, and property management teams to ensure seamless branch operations and member experiences.
Drive Talent Acquisition and Culture: Collaborate with Recruiting to bring in top talent and maintain a team aligned with BECU's culture of service, trust, and continuous growth.
Support Cross-Functional Knowledge Sharing: Maintain awareness of credit union operations to ensure accurate and helpful information is shared with both members and staff.
Champion Continuous Improvement: Encourage your team to find better ways of working and improve service by participating in process enhancements and quality initiatives.
Stay Compliant and Brand-Aligned: Ensure the branch meets all regulatory, training, and BECU environmental and branding standards.
Lead Facility Partnerships: Serve as the primary contact for the facilities team and property management, keeping the branch environment safe, inviting, and consistent with BECU's image.
Step In Where Needed: Support additional duties and evolving needs that strengthen the branch and BECU's broader mission.
This isn't just about ticking off tasks on a list. It's about making a significant, positive change in BECU's journey, where your contributions are valued, and your growth is continually fostered.
WHAT YOU'LL GAIN:
This role is ideal for a people-first leader who thrives in a fast-paced, service-focused environment and is passionate about developing others. You'll find satisfaction in creating community impact, leading with purpose, and building a career rooted in values.
The opportunity to shape the member experience and make a local impact
A strong leadership role with high visibility and influence
Professional growth through coaching, development, and collaboration
QUALIFICATIONS:
Minimum Qualifications:
Bachelor's degree or equivalent related experience
Minimum one year of leadership experience
Minimum four years of experience in a sales, retail, or banking environment
Desired Qualifications:
Leading a team of at least four direct reports
Experience in a financial institution
Compliance with SAFE Act legislation (annual registration as a Mortgage Loan Originator)
Ability to plan, organize, and implement projects in a timely manner
Strong attention to detail and ability to multitask effectively
Strong training, mentoring, and sales skills
Excellent conceptual and problem-solving skills with minimal guidance
Ability to exercise confidentiality and discretionary judgment
Effective relationship development and marketing skills
Ability to effectively present information and/or training to individuals and groups
Ability to create a sales/service environment and motivate staff
Effective leadership and negotiation skills
Proficient math skills with a high degree of accuracy
Ability to work a flexible schedule to meet branch needs
JOIN THE JOURNEY
Ready to make an indelible impact? Eager to be a part of a collaborative and innovative team where your ideas and contributions don't just fill a role, but fuel the growth and success of BECU? This is more than a job - it's a chance to elevate your career, skills, and future, all while contributing to the robust technological landscape of BECU.
Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let's achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now.
#BECU #YourGrowth #BECUJourney
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.
$84.3k-103k yearly Auto-Apply 24d ago
Associate Financial Advisor - North King Co/Snohomish Co
Boeing Employees' Credit Union 4.5
Sammamish, WA job
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference.
While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU.
PAY RANGE
The Target Pay Range for this position is $28.27-$34.47 hourly. The full Pay Range is $21.93-$40.77 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. 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 - because
people helping people
starts with supporting
you
401(k) Company Match (up to 3%)
4% annual contribution to your 401(k) by BECU
Medical, Dental and Vision (family contributions as well)
PTO Program + Exchange Program
Tuition Reimbursement Program
BECU Cares volunteer time off + donation match
IMPACT YOU'LL MAKE:
As an Associate Financial Advisor at BECU, you will play a pivotal role in providing personalized investment services and recommendations to our member clients. Your proactive approach to addressing their financial planning needs, conducting portfolio reviews, and making insightful assessments will guide our clients towards achieving their financial goals. Your impact will be measured by the trust, confidence, and satisfaction you foster with each member through your strategic insights and tailored solutions.
***This role will travel between multiple branch locations in the specified market and our Tukwila headquarters, primarily based on scheduled client and team meetings.
WHAT YOU'LL DO:
Partnering for Success: Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches.
Tailored Financial Planning: Offer personalized financial planning and investment advice, including IRAs and 529 plans, while ensuring that the recommended solutions align with the unique needs and risk tolerance of each member.
Business Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support.
Service Enhancement and Sales Growth: Develop and market to the existing book of business, elevating service levels and driving sales to foster enduring client relationships.
Performance Goals Achievement: Strive to meet sales production goals established by BECU Investment Services management by identifying member needs and presenting suitable solutions.
Proactive Member Service and Advocacy: Demonstrate a commitment to delivering exceptional member service, conducting regular reviews, and effectively addressing client challenges within the ambit of BECU Investment Services objectives.
External Partnerships and Collaboration: Liaise with mutual fund companies, insurance companies, clearinghouses, and broker/dealers on behalf of clients and prospects to fulfill their unique needs and service requirements.
Operational Integrity and Compliance: Maintain meticulous records of member/client interactions and trade processes to comply with the regulations of FINRA, Office of Supervisory Jurisdiction (OSJ), and Insurance Agency (Agency) regulators.
Professional Development Support: Provide guidance and support to Financial Planner Administrative Assistants or BECU Investment Services employees, sharing valuable resources, and facilitating procedural knowledge.
Knowledge Sharing and Training: Collaborate with Financial Advisor(s) on monthly branch employee training and education, fostering a mentor-mentee relationship to support mutual growth.
Adaptable Role Engagement: Undertake additional responsibilities as and when assigned, displaying a proactive and versatile approach to support the team's objectives.
QUALIFICATIONS:
Minimum Qualifications
Bachelor's degree in a related field or equivalent related experience. Bachelor's degree in business.
Minimum of two years of experience in the financial industry, including customer-facing roles.
Series 7 and Series 66 (or 63 and 65) licenses.
Desired Qualifications
Washington Life, Health, and Disability Insurance License.
Industry certifications/designations, e.g., CFP
Thorough knowledge of all products and services offered by BECU Investment Services, with a general understanding of BECU products.
Proficient PC skills, with a working knowledge of investment company software.
Excellent verbal and written communication skills.
Strong organizational, telephone, time management, and multitasking skills.
Ability to travel moderately by car and/or public conveyance for client appointments.
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.
$28.3-34.5 hourly Auto-Apply 60d+ ago
Sr Marketing Direct Response Channels Manager
Boeing Employees' Credit Union 4.5
Tukwila, WA job
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference.
While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU.
PAY RANGE
The Target Pay Range for this position is $125,700.00-$153,600.00 annually. The full Pay Range is $97,400.00 - $181,800.00 annually. 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 - because
people helping people
starts with supporting
you
401(k) Company Match (up to 3%)
4% annual contribution to your 401(k) by BECU
Medical, Dental and Vision (family contributions as well)
PTO Program + Exchange Program
Tuition Reimbursement Program
BECU Cares volunteer time off + donation match
IMPACT YOU'LL MAKE:
As the Sr. Marketing Direct Response Channels Manager, you'll be at the forefront of BECU's mission to improve financial well-being for our members and communities. You'll lead innovative, data-driven email and direct mail campaigns that spark meaningful engagement and drive growth. Your strategic thinking and creative execution will empower BECU to reach new members and deepen relationships with existing ones. This is your opportunity to shape how we connect, communicate, and create value-making every message matter and every campaign count.
WHAT YOU'LL DO:
Design and implement compelling email and direct mail campaigns that drive member acquisition and product adoption, aligning with BECU's growth and community impact goals.
Develop quarterly and annual channel plans that support broader marketing and business objectives, ensuring your work contributes to the bigger picture.
Manage the full lifecycle of campaigns-from audience segmentation and creative briefing to offer strategy, deployment, and performance optimization.
Partner with analytics teams to define KPIs, build dashboards, and deliver actionable insights that shape future strategies and elevate performance.
Collaborate with data experts to apply predictive models that enhance targeting, improve list quality, and maximize ROI across direct channels.
Work closely with product, brand, content, analytics, and senior leadership to ensure campaigns are consistent, member-centric, and aligned with BECU's values.
Oversee internal and external partners for production, data processing, and deployment-ensuring timelines and budgets are met with precision.
Lead a continuous testing agenda (A/B testing subject lines, creative, offers, targeting criteria) to refine strategies and boost channel efficiency.
Keep up with industry best practices, compliance regulations (like CAN-SPAM and privacy laws), and emerging trends in direct response marketing.
Contribute to budget planning and forecasting for direct channels, ensuring cost-effective member engagement and acquisition.
Prepare clear and effective communication plans for leadership and member-facing teams to support campaign rollouts.
Take on additional duties as needed, contributing your expertise wherever it's most impactful.
This isn't just about ticking off tasks on a list. It's about making a significant, positive change in BECU's journey, where your contributions are valued, and your growth is continually fostered.
WHAT YOU'LL GAIN:
Strategic Thinkers who love connecting data to decisions and driving measurable outcomes
Creative Problem Solvers who enjoy crafting campaigns that resonate and convert
Collaborative Leaders who thrive in cross-functional environments and value teamwork
QUALIFICATIONS:
Minimum Qualifications:
Typically requires a Bachelor's degree in Marketing, Business Administration, or Communications or equivalent work or education-related experience.
Typically requires 7 years of experience in direct response marketing, with hands-on expertise in both email and direct mail channels.
Preferred Qualifications:
Experience in financial services or a regulated industry preferred.
Analytical mindset with experience measuring campaign effectiveness, interpreting results, and optimizing accordingly required.
Project management skills with a strong service focus and ability to manage multiple campaigns and priorities in a fast-paced environment required.
Ability to lead and inspire cross-functional collaboration, relationship building, influence and negotiation preferred.
Excellent written and presentation skills, including presentation development and delivery required.
Familiarity with CRM platforms, marketing automation tools (e.g., Salesforce Marketing Cloud), and data segmentation best practices preferred.
JOIN THE JOURNEY:
Ready to make an indelible impact? Eager to be a part of a collaborative and innovative team where your ideas and contributions don't just fill a role, but fuel the growth and success of BECU? This is more than a job - it's a chance to elevate your career, skills, and future, all while contributing to the robust technological landscape of BECU.
Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let's achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now.
#BECU #YourGrowth #BECUJourney
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.
$125.7k-153.6k yearly Auto-Apply 60d+ ago
Member Service Representative
Harborstone Credit Union 3.3
Harborstone Credit Union job in Kent, WA
Successful Member Service Representative act as trusted financial partners to help members exercise smart financing plans and set savings goals to manage their everyday banking to achieve financial wellbeing. Proudly advocates for the success of our cooperative by proactively doing what's right for the member, the cooperative achieves financial success, and can put that profit back in to our membership and communities. Inherently understands the connection of how referring Harborstone products and services to consumer and business members allows us to create thriving communities.
Upholds legal, regulatory and compliance requirements unique to the role, in addition to Bank Secrecy Act, Anti-Money Laundering, OFAC, and Information Security policies and procedures. Completes annually required compliance and security awareness related courses as established by Harborstone Credit Union policies and/or practices.
Effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization.
Consistently advocates for Harborstone's members, offering opportunities for financial equity and prosperity and the tools necessary to help them thrive. Demonstrates value and difference by expertly informing our communities of effective financial products, services, and solutions to help them attain their full potential.
Compensation:
Minimum $22.28
Maximum $31.83
Placement in the pay scale will be determined by experience and qualifications.
Responsibilities
Makes appropriate recommendations and decisions for lending, deposit, and service charge requests that balance the needs of the member with the needs of the membership and promotes a growing financial cooperative.
Communicate effectively in person, by phone, or by email.
Place and receive phone calls related to member business.
Follow up with prospects and ask for their business.
Participate in branch promotions as assigned.
Support branch operational tasks.
Conduct general account maintenance and ensure member account information is updated and accurate.
Complete basic transactional needs as needed to support member experience.
Manage member concerns and understand escalation process when needed.
Maintain foundational understanding of all consumer and business-related products and services to effectively refer products and services to members.
Perform teller transactions and maintain cash drawer within prescribed cash limits and meet cash balancing requirements.
Qualifications
Demonstrates problem solving and critical thinking skills by leveraging resources effectively to meet members' needs.
Well-versed with credit cards and ability to uncover needs and accept applications.
Well-versed with consumer loans and preapproval offers with ability to complete applications and processes.
Knowledgeable in mortgage products and services with ability to refer members appropriately.
Demonstrates Member Experience behavior expectations and utilizes Member Experience tools.
Ability to support training efforts within the branch teams, as applicable.
Understand the process of notary, medallion stamps, and signature guarantee services.
Leverages external financial educational resources.
Knowledge of Harborstone and Business Partner's/Vendor's/CUSO's partnership and processes.
Understand Harborstone's 5-Year Strategic Plan, yearly Business Plan and Thematic Goal and the strategies required to achieve successful results for the cooperative.
Deliberately works to develop and cultivate a growth mindset.
Ability to understand, leverage, and build upon key strengths to help in the overall success of the cooperative as part of ongoing personal and professional development.
Please note that a job description does not in any way identify ALL functions and/or responsibilities of the role. The position will support and/or provide service or value where needed.
Education/Experience/Certification:
Graduated with a high school diploma.
At least one-year experience in retail or customer service field with proficiency in Microsoft Office Suite and other computer related skills.
Physical Considerations:
Must be able to effectively read, write, and listen as well as communicate verbally, electronically and in written form with employees, members, board members, vendors, and the general public as required.
May be asked to handle, move, and/or carry large boxes of supplies weighing up to 25 pounds.
May require stooping, bending, squatting, and reaching for limited periods of time.
May require sitting and standing for long periods of time.
$33k-38k yearly est. Auto-Apply 7d ago
Network Architect
Harborstone Credit Union 3.3
Harborstone Credit Union job in Lakewood, WA
As a teammate of Harborstone, you are expected to embody our mission and values through your daily actions and interactions. You are a vital ambassador of our commitment to build dreams and change lives for generations to come. Commitment, Dependability, Kindness, and Ownership are essential. You are encouraged to live our Ten Essentials, fostering a culture of accountability and collaboration that empowers everyone to thrive and contribute to Harborstone's success.
The Network Architect designs, plans, and implements Harborstone's overall logical and technical network, ensuring the stability of robust and scalable network solutions to support business objectives. This position converts business, security and compliance requirements into detailed, actionable network strategies. Additionally, the role has direct engagement in the installation, monitoring, maintenance, support, and optimization of all network and telecommunications hardware, software, and infrastructure.
Compensation:
Minimum $115,000
Maximum $140,000
Responsibilities
Strategy & Planning
* Design robust and scalable networks (WAN, LAN, wireless, UPS, cloud, etc.) to provide capacity aligned with business objectives and projected growth.
* Coordinate with internal stakeholders and external partners/vendors to evaluate and select solutions that align architecture to business strategies.
Operational Excellence & System Reliability
* Assess and deploy network monitoring tools to proactively identify and implement measures to optimize performance and service delivery.
* Plan for redundancy, failover, and disaster recovery testing to maximize uptime.· Conduct traffic modeling, capacity forecasting, and performance tuning for peak loads; monitor network health and implement preventive measures.
Security & Compliance
* Architect and enforce network security protocols (firewalls, VPNs, IDS/IPS, encryption) to safeguard sensitive data (PII, financial transactions).· Ensure compliance with financial regulations (PCI DSS, SOX, GLBA) through secure design, segmentation, and monitoring.· Enforce network security policies and procedures to protect infrastructure from external threats and internal vulnerabilities.
Learning & Career Development
* Mentor network engineers and administrators, supporting professional growth.
* Monitor new networking technologies and trends, evaluate their impact, and recommend solutions to enhance cost efficiency and network adaptability.
Qualifications
* Bachelor's degree in computer science, engineering, or 10 years of related experience.
* Five years' experience in a high security environment (ex. healthcare/government/financial).
* Proven experience as a network engineering or architect with increased responsibilities.
* Excellent problem-solving skills and the ability to work under pressure.
* Strong communication and leadership skills.
* Strong understanding of network infrastructure services, routing protocols, telephony, and wireless networking design.
* ITILv4 foundations certification and CCIE, ACDX, CCA, CCSP or other network certification.
Responsibilities Strategy & Planning · Design robust and scalable networks (WAN, LAN, wireless, UPS, cloud, etc.) to provide capacity aligned with business objectives and projected growth. · Coordinate with internal stakeholders and external partners/vendors to evaluate and select solutions that align architecture to business strategies. Operational Excellence & System Reliability · Assess and deploy network monitoring tools to proactively identify and implement measures to optimize performance and service delivery. · Plan for redundancy, failover, and disaster recovery testing to maximize uptime. · Conduct traffic modeling, capacity forecasting, and performance tuning for peak loads; monitor network health and implement preventive measures. Security & Compliance · Architect and enforce network security protocols (firewalls, VPNs, IDS/IPS, encryption) to safeguard sensitive data (PII, financial transactions). · Ensure compliance with financial regulations (PCI DSS, SOX, GLBA) through secure design, segmentation, and monitoring. · Enforce network security policies and procedures to protect infrastructure from external threats and internal vulnerabilities. Learning & Career Development · Mentor network engineers and administrators, supporting professional growth. · Monitor new networking technologies and trends, evaluate their impact, and recommend solutions to enhance cost efficiency and network adaptability.
$115k-140k yearly Auto-Apply 5d ago
Indirect Funding Specialist
Harborstone Credit Union 3.3
Harborstone Credit Union job in Lakewood, WA
The Indirect Funding Specialist is responsible for creating an exceptional member and dealer experience by ensuring accurate and timely processing and funding of all indirect loan applications including auto motorcycle, recreational vehicle, and boat within established service level commitments. The Indirect Loan Processor will collaborate with dealers, members, and internal staff to collect documentation, verify that documents meet underwriting stipulations, audit loan packages for accuracy and complete balancing duties in the loan operating system.
Compensation:
Minimum $22.00
Maximum $31.43
Placement in the pay scale will be determined by experience and qualifications.
Responsibilities
· Contact dealers and/or members within service level agreements to obtain documentation.
· Process Indirect loan applications within established guidelines, policies, procedures, and timelines.
· Provide exceptional experience to our dealer partners, members and staff in alignment with Harborstone's core values.
· Review each loan application to ensure all required information is documented.
· Consistently maintain Service Level Agreements for contacting Dealer Partners and processing of all Indirect Loans.
· Request and review required documentation to meet underwriting stipulations.
· Facilitate clearing of underwriting conditions by working with branch staff, dealers, vendors, and members.
· Research and resolve internal and external member issues promptly and professionally.
· Serve as a lending point of contact for dealers.
· Work as part of a hybrid team using multiple technologies and approaches.
Qualifications
· Excellent verbal, written and interpersonal communication skills with the ability to explain programs, loan terms, features, policies and benefits to members and business partners.
· Strong relationship building and teamwork skills.
· Demonstrates strong analytical and critical thinking abilities with exceptional attention to detail.
· Excellent organizational and time management skills with ability to work independently and manage multiple priorities.
Preferred Skills:
· Multi-lingual capabilities to include Spanish are a plus.
· Additional education and training preferred.
· Experience with Arc Os(i) or CUDL preferred.
Physical Considerations:
· Must be able to effectively read, write, and listen as well as communicate verbally, electronically and in written form with employees, members, board members, vendors, and the general public as required.
· May be asked to handle, move, and/or carry large boxes of supplies weighing up to 50 pounds.
· May require stooping, bending, squatting, and reaching for limited periods of time.
· May require sitting and standing for long periods of time.
$35k-43k yearly est. Auto-Apply 48d ago
Member Consultant II (Part-Time)
Boeing Employees' Credit Union 4.5
Redmond, WA job
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference.
While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU.
PAY RANGE
The Target Pay Range for this position is $26.35-$32.12 hourly. The full Pay Range is $21.65-$38.03 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. 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 - because
people helping people
starts with supporting
you
401(k) Company Match (up to 3%)
4% annual contribution to your 401(k) by BECU
Medical, Dental and Vision (family contributions as well)
PTO Program + Exchange Program
Tuition Reimbursement Program
BECU Cares volunteer time off + donation match
IMPACT YOU'LL MAKE:
As a part-time 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 needs and 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:
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.
Assisting the community with financial wellness: This could involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources.
Compensation Transparency:
We believe in fair and equitable pay for all employees. The listed pay ranges reflect our commitment to both internal equity and market competitiveness:
Member Consultant: $26.00 - $28.00 per hour
Offers are often made within this range, taking into account experience, skills, and alignment with internal team compensation. Please note that starting pay typically does not exceed the range midpoint.
About This Position:
By applying to this part-time role, you're expressing interest in joining the East District as a part-time employee for one year.
Travel Expectations:
The branch for this role include: Redmond
Training will also take place at our Tukwila Financial Center
Reliable transportation and commitment/ability to travel to Tukwila and Redmond listed above required
12-Week Training Schedule:
Monday-Friday with flexibility needed to work shifts between the hours of 8:00am and 6:30pm
After training, part-time Member Consultants are scheduled 24 hours a week during any of the branch operating hours:
Monday-Friday between 8:30am-6:15pm
Every Saturday will be required from 8:30am-1:30pm
WHAT YOU'LL GAIN
Community time off: This could mean paid time off specifically designated for volunteering or participating in community service activities.
Work-life balance: Policies and practices that support employees in balancing their professional responsibilities with personal activities and commitments.
Assisting the community with financial wellness: This could involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources.
QUALIFICATIONS:
Minimum Qualifications:
Bachelor's Degree or equivalent related experience
Minimum two years of experience in a sales-oriented, financial, or retail environment
Desired Qualifications:
One year of experience in a financial institution
Spanish language fluency highly desirable
Thorough understanding of the sales process and ability to manage a sales pipeline efficiently
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, product and 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
JOIN THE JOURNEY
Ready to make an indelible impact? Eager to be a part of a collaborative and innovative team where your ideas and contributions don't just fill a role, but fuel the growth and success of BECU? This is more than a job - it's a chance to elevate your career, skills, and future, all while contributing to the robust technological landscape of BECU.
Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let's achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now. #BECU #YourGrowth #BECUJourney
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.
$26.4-32.1 hourly Auto-Apply 3d ago
Contact Center Representative
Harborstone Credit Union 3.3
Harborstone Credit Union job in Lakewood, WA
Harborstone operates as one of the most committed and passionate credit unions in the state of Washington. Our culture is about people, it's the foundation of everything we do and we work hard to demonstrate our values in every interaction. Our mission is to create a thriving community by helping our members realize their full potential. In order to deliver on this, we hold ourselves accountable to viewing our business from a growth mindset lens, this ensures we stay empathetic and we solve for our membership's real-life financial needs or pain points. We are not out to sell our “banking” products and services, our sole motive is to create a cooperative of people who help people, and provide the relevant products and services that enable our membership to manage their everyday financial needs.
The Member Experience line of business includes all aspects of Member and Branch Experience; Contact Center Experience; Digital Services; Marketing; Community Development; Small Business Member Experience, Cash Management and Business Deposit Team.
Upholds legal, regulatory and compliance requirements unique to the role, in addition to Bank Secrecy Act, Anti-Money Laundering, OFAC, and Information Security policies and procedures. Completes annually required compliance and security awareness related courses as established by Harborstone Credit Union policies and/or practices.
Effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization (Trust, Advocacy, Prosperity, Equity, Empathy, and Simplicity). Consistently advocates for Harborstone's members, offering opportunities for financial equity and prosperity and the tools necessary to help them thrive. Demonstrates value and difference by expertly informing our communities of effective financial products, services, and solutions to help them attain their full potential.
Compensation:
Minimum $20.34/hour
Maximum $34.60/hour
Applicants with a desired mix of knowledge, skills and abilities can expect to be offered the following depending on the level they best fit:
CCRI $20.34 - $29.06
CCRII $22.28 - $31.83
CCRIII $24.22 - $34.60
Responsibilities
• Proactively engage and manage member relationships by putting member's financial needs and goals in the center of the conversation at every interaction.
• Act as a financial coach that helps their members set goals and celebrates when they achieve them.
• Effectively develop and maintain relationships with new and existing members.
• Communicate effectively by member's preferred communication channel, either in person, by phone, or by email.
• Demonstrates excellent problem solving and critical thinking skills by leveraging resources effectively to meet members' needs.
• Deep expertise with lending products and demonstrates the ability to uncover needs and recommend appropriate options.
• Knowledgeable in mortgage products and services with ability to refer members appropriately.
• Demonstrates best level Member Experience behavior expectations, Member Experience relationship skills, and utilizes Member Experience tools.
• Knowledge of Harborstone and Business Partner's/Vendor's/CUSO's partnership and processes.
• Ability to support training efforts within the call center teams, as applicable.
• Understand the process of notary, medallion stamps, and signature guarantee services in order to guide member to the appropriate branch location.
• Ability to understand, leverage, and build upon key strengths to help in the overall success of the cooperative as part of ongoing personal and professional development.
• Understand Harborstone's 5-Year Strategic Plan, yearly Business Plan and Thematic Goal and the strategies required to achieve successful results for the cooperative.
Qualifications
Required Experience/Education:
• Completion of Harborstone's internal training systems as required. Financial Navigator Training Certifications.
• Basic Microsoft Office Skills.
• High school diploma.
Physical Considerations:
• Must be able to effectively read, write, and listen as well as communicate verbally, electronically and in written form with employees, members, board members, vendors, and the general public as required.
• May be asked to handle, move, and/or carry large boxes of supplies weighing up to 50 pounds.
• May require stooping, bending, squatting, and reaching for limited periods of time.
• May require sitting and standing for long periods of time.
$20.3-34.6 hourly Auto-Apply 10d ago
Member Service Representative
Harborstone Credit Union 3.3
Harborstone Credit Union job in Issaquah, WA
Successful Member Service Representative act as trusted financial partners to help members exercise smart financing plans and set savings goals to manage their everyday banking to achieve financial wellbeing. Proudly advocates for the success of our cooperative by proactively doing what's right for the member, the cooperative achieves financial success, and can put that profit back in to our membership and communities. Inherently understands the connection of how referring Harborstone products and services to consumer and business members allows us to create thriving communities.
Upholds legal, regulatory and compliance requirements unique to the role, in addition to Bank Secrecy Act, Anti-Money Laundering, OFAC, and Information Security policies and procedures. Completes annually required compliance and security awareness related courses as established by Harborstone Credit Union policies and/or practices.
Effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization (Trust, Advocacy, Prosperity, Equity, Empathy, and Simplicity).
Consistently advocates for Harborstone's members, offering opportunities for financial equity and prosperity and the tools necessary to help them thrive. Demonstrates value and difference by expertly informing our communities of effective financial products, services, and solutions to help them attain their full potential.
Compensation:
Minimum $22.28
Maximum $31.83
Applicant with desired knowledge, skills and abilities can anticipate $23.87 - 25.46
Responsibilities
* Makes appropriate recommendations and decisions for lending, deposit, and service charge requests that balance the needs of the member with the needs of the membership and promotes a growing financial cooperative.
* Communicate effectively in person, by phone, or by email.
* Place and receive phone calls related to member business.
* Follow up with prospects and ask for their business.
* Participate in branch promotions as assigned.
* Support branch operational tasks.
* Conduct general account maintenance and ensure member account information is updated and accurate.
* Complete basic transactional needs as needed to support member experience.
* Manage member concerns and understand escalation process when needed.
* Maintain foundational understanding of all consumer and business-related products and services to effectively refer products and services to members.
* Perform teller transactions and maintain cash drawer within prescribed cash limits and meet cash balancing requirements.
Qualifications
* Demonstrates problem solving and critical thinking skills by leveraging resources effectively to meet members' needs.
* Well-versed with credit cards and ability to uncover needs and accept applications.
* Well-versed with consumer loans and preapproval offers with ability to complete applications and processes.
* Knowledgeable in mortgage products and services with ability to refer members appropriately.
* Demonstrates Member Experience behavior expectations and utilizes Member Experience tools.
* Ability to support training efforts within the branch teams, as applicable.
* Understand the process of notary, medallion stamps, and signature guarantee services.
* Leverages external financial educational resources.
* Knowledge of Harborstone and Business Partner's/Vendor's/CUSO's partnership and processes.
* Understand Harborstone's 5-Year Strategic Plan, yearly Business Plan and Thematic Goal and the strategies required to achieve successful results for the cooperative.
* Deliberately works to develop and cultivate a growth mindset.
* Ability to understand, leverage, and build upon key strengths to help in the overall success of the cooperative as part of ongoing personal and professional development.
Please note that a job description does not in any way identify ALL functions and/or responsibilities of the role. The position will support and/or provide service or value where needed.
Education/Experience/Certification:
* Graduated with a high school diploma.
* At least one-year experience in retail or customer service field with proficiency in Microsoft Office Suite and other computer related skills.
Physical Considerations:
* Must be able to effectively read, write, and listen as well as communicate verbally, electronically and in written form with employees, members, board members, vendors, and the general public as required.
* May be asked to handle, move, and/or carry large boxes of supplies weighing up to 25 pounds.
* May require stooping, bending, squatting, and reaching for limited periods of time.
* May require sitting and standing for long periods of time.
Responsibilities - Makes appropriate recommendations and decisions for lending, deposit, and service charge requests that balance the needs of the member with the needs of the membership and promotes a growing financial cooperative. - Communicate effectively in person, by phone, or by email. - Place and receive phone calls related to member business. - Follow up with prospects and ask for their business. - Participate in branch promotions as assigned. - Support branch operational tasks. - Conduct general account maintenance and ensure member account information is updated and accurate. - Complete basic transactional needs as needed to support member experience. - Manage member concerns and understand escalation process when needed. - Maintain foundational understanding of all consumer and business-related products and services to effectively refer products and services to members. - Perform teller transactions and maintain cash drawer within prescribed cash limits and meet cash balancing requirements.
$33k-38k yearly est. Auto-Apply 17d ago
Member Consultant II
BECU 4.5
Bellevue, WA job
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference.
While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU.
PAY RANGE
The Target Pay Range for this position is $26.35-$32.12 hourly. The full Pay Range is $21.65-$38.03 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. 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 - because
people helping people
starts with supporting
you
401(k) Company Match (up to 3%)
4% annual contribution to your 401(k) by BECU
Medical, Dental and Vision (family contributions as well)
PTO Program + Exchange Program
Tuition Reimbursement Program
BECU Cares volunteer time off + donation match
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 needs and 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:
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.
Assisting the community with financial wellness: This could involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources.
Compensation Transparency:
We believe in fair and equitable pay for all employees. The listed pay ranges reflect our commitment to both internal equity and market competitiveness:
Member Consultant: $26.00 - $28.00 per hour
Offers are often made within this range, taking into account experience, skills, and alignment with internal team compensation. Please note that starting pay typically does not exceed the range midpoint.
About This Position:
By applying to this role, you're expressing interest in joining the East District, which includes a POD -a group of nearby branches where you'll rotate based on business needs.
Travel Expectations:
You'll work across all branches in your assigned POD for up to a year
Pod branches for this role include: Downtown Bellevue, Factoria, Issaquah, Mercer Island, Newcastle
Training will also take place at our Tukwila Financial Center
Reliable transportation and commitment/ability to travel to Tukwila and POD locations listed above required
Training Schedule:
12 weeks, Monday-Friday
Flexible shifts between 8:00 AM - 6:30 PM
Post-Training Schedule:
Flexible shifts between Monday-Friday: 8:00 AM - 6:30 PM
Up to 3 Saturdays per month: 8:30 AM - 1:30 PM
QUALIFICATIONS:
Minimum Qualifications:
Bachelor's Degree or equivalent related experience
Minimum two years of experience in a sales-oriented, financial, or retail environment
Desired Qualifications:
One year of experience in a financial institution
Spanish language fluency highly desirable
Thorough understanding of the sales process and ability to manage a sales pipeline efficiently
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, product and 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
JOIN THE JOURNEY
Ready to make an indelible impact? Eager to be a part of a collaborative and innovative team where your ideas and contributions don't just fill a role, but fuel the growth and success of BECU? This is more than a job - it's a chance to elevate your career, skills, and future, all while contributing to the robust technological landscape of BECU.
Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let's achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now. #BECU #YourGrowth #BECUJourney
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.
$26.4-32.1 hourly Auto-Apply 3d ago
Member Service Representative
Harborstone Credit Union 3.3
Harborstone Credit Union job in Issaquah, WA
Successful Member Service Representative act as trusted financial partners to help members exercise smart financing plans and set savings goals to manage their everyday banking to achieve financial wellbeing. Proudly advocates for the success of our cooperative by proactively doing what's right for the member, the cooperative achieves financial success, and can put that profit back in to our membership and communities. Inherently understands the connection of how referring Harborstone products and services to consumer and business members allows us to create thriving communities.
Upholds legal, regulatory and compliance requirements unique to the role, in addition to Bank Secrecy Act, Anti-Money Laundering, OFAC, and Information Security policies and procedures. Completes annually required compliance and security awareness related courses as established by Harborstone Credit Union policies and/or practices.
Effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization (Trust, Advocacy, Prosperity, Equity, Empathy, and Simplicity).
Consistently advocates for Harborstone's members, offering opportunities for financial equity and prosperity and the tools necessary to help them thrive. Demonstrates value and difference by expertly informing our communities of effective financial products, services, and solutions to help them attain their full potential.
Compensation:
Minimum $22.28
Maximum $31.83
Applicant with desired knowledge, skills and abilities can anticipate $23.87 - 25.46
Responsibilities
Makes appropriate recommendations and decisions for lending, deposit, and service charge requests that balance the needs of the member with the needs of the membership and promotes a growing financial cooperative.
Communicate effectively in person, by phone, or by email.
Place and receive phone calls related to member business.
Follow up with prospects and ask for their business.
Participate in branch promotions as assigned.
Support branch operational tasks.
Conduct general account maintenance and ensure member account information is updated and accurate.
Complete basic transactional needs as needed to support member experience.
Manage member concerns and understand escalation process when needed.
Maintain foundational understanding of all consumer and business-related products and services to effectively refer products and services to members.
Perform teller transactions and maintain cash drawer within prescribed cash limits and meet cash balancing requirements.
Qualifications
Demonstrates problem solving and critical thinking skills by leveraging resources effectively to meet members' needs.
Well-versed with credit cards and ability to uncover needs and accept applications.
Well-versed with consumer loans and preapproval offers with ability to complete applications and processes.
Knowledgeable in mortgage products and services with ability to refer members appropriately.
Demonstrates Member Experience behavior expectations and utilizes Member Experience tools.
Ability to support training efforts within the branch teams, as applicable.
Understand the process of notary, medallion stamps, and signature guarantee services.
Leverages external financial educational resources.
Knowledge of Harborstone and Business Partner's/Vendor's/CUSO's partnership and processes.
Understand Harborstone's 5-Year Strategic Plan, yearly Business Plan and Thematic Goal and the strategies required to achieve successful results for the cooperative.
Deliberately works to develop and cultivate a growth mindset.
Ability to understand, leverage, and build upon key strengths to help in the overall success of the cooperative as part of ongoing personal and professional development.
Please note that a job description does not in any way identify ALL functions and/or responsibilities of the role. The position will support and/or provide service or value where needed.
Education/Experience/Certification:
Graduated with a high school diploma.
At least one-year experience in retail or customer service field with proficiency in Microsoft Office Suite and other computer related skills.
Physical Considerations:
Must be able to effectively read, write, and listen as well as communicate verbally, electronically and in written form with employees, members, board members, vendors, and the general public as required.
May be asked to handle, move, and/or carry large boxes of supplies weighing up to 25 pounds.
May require stooping, bending, squatting, and reaching for limited periods of time.
May require sitting and standing for long periods of time.
$33k-38k yearly est. Auto-Apply 17d ago
Member Consultant II (Part-Time)
BECU 4.5
Kirkland, WA job
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference.
While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU.
PAY RANGE
The Target Pay Range for this position is $26.35-$32.12 hourly. The full Pay Range is $21.65-$38.03 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. 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 - because
people helping people
starts with supporting
you
401(k) Company Match (up to 3%)
4% annual contribution to your 401(k) by BECU
Medical, Dental and Vision (family contributions as well)
PTO Program + Exchange Program
Tuition Reimbursement Program
BECU Cares volunteer time off + donation match
IMPACT YOU'LL MAKE:
As a part-time 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 needs and 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:
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.
Assisting the community with financial wellness: This could involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources.
Compensation Transparency:
We believe in fair and equitable pay for all employees. The listed pay ranges reflect our commitment to both internal equity and market competitiveness:
Member Consultant: $26.00 - $28.00 per hour
Offers are often made within this range, taking into account experience, skills, and alignment with internal team compensation. Please note that starting pay typically does not exceed the range midpoint.
About This Position:
By applying to this part-time role, you're expressing interest in joining the East District as a part-time employee for one year.
Travel Expectations:
The branch for this role include: Kirkland
Training will also take place at our Tukwila Financial Center
Reliable transportation and commitment/ability to travel to Tukwila and Kirkland listed above required
12-Week Training Schedule:
Monday-Friday with flexibility needed to work shifts between the hours of 8:00am and 6:30pm
After training, part-time Member Consultants are scheduled 24 hours a week during any of the branch operating hours:
Monday-Friday between 8:30am-6:15pm
Every Saturday will be required from 8:30am-1:30pm
WHAT YOU'LL GAIN
Community time off: This could mean paid time off specifically designated for volunteering or participating in community service activities.
Work-life balance: Policies and practices that support employees in balancing their professional responsibilities with personal activities and commitments.
Assisting the community with financial wellness: This could involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources.
QUALIFICATIONS:
Minimum Qualifications:
Bachelor's Degree or equivalent related experience
Minimum two years of experience in a sales-oriented, financial, or retail environment
Desired Qualifications:
One year of experience in a financial institution
Spanish language fluency highly desirable
Thorough understanding of the sales process and ability to manage a sales pipeline efficiently
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, product and 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
JOIN THE JOURNEY
Ready to make an indelible impact? Eager to be a part of a collaborative and innovative team where your ideas and contributions don't just fill a role, but fuel the growth and success of BECU? This is more than a job - it's a chance to elevate your career, skills, and future, all while contributing to the robust technological landscape of BECU.
Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let's achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now. #BECU #YourGrowth #BECUJourney
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.