Financial Services Consultant I
About The Position
Join Oregon State Credit Union as a Financial Services Consultant I, where you will contribute to a community-focused credit union that prioritizes integrity, unsurpassed service, and member focus. This role involves helping members build and maintain financial stability by opening new membership accounts, consulting on consumer lending needs, educating them on relevant products and services, researching inquiries to resolution, and handling basic transactions like deposits and withdrawals. The position is heavily relationship-based, emphasizing personal connections to understand member needs and provide tailored financial solutions that are in their best interest. The ideal candidate will have a strong consulting and customer service background, a collaborative spirit, and a passion for helping others achieve their financial goals. Oregon State Credit Union, established in 1954, is a member-owned, not-for-profit financial services institution dedicated to benefiting its member-owners and creating financial solutions that improve lives.
Requirements
- At least one year of relevant customer service experience
- High School Diploma or GED equivalent
- Positive attitude
- Proven ability to drive sales through excellent service
- Strong interpersonal skills with the ability to communicate effectively
- Demonstrates strong aptitude to problem solve independently and resolve challenges using available resources
- Excellent organizational skills with the ability to prioritize and manage time successfully
- Legal right to work in the US
- Pass a background screening
Nice To Haves
- Prior consulting and sales experience
- Prior cash handling experience
- General computer skills
- Bilingual English/Spanish
Responsibilities
- Opening new membership accounts
- Consulting with members on consumer lending needs
- Educating members on available products and services relevant to their situation
- Researching inquiries and ensuring follow-through to resolution
- Handling basic transactions such as deposits and withdrawals
- Getting to know our members personally to better understand their needs
- Provide tailored financial solutions that are in their best interest
- Drive sales through excellent service
- Provide service and care for our members
Benefits
- A positive atmosphere and supportive team
- Initial and on-going training with promotion opportunities
- Competitive wages
- Incentive bonuses
- Paid holidays
- Paid time off
- 401k Retirement Savings Plan with a generous credit union match!
- 100% credit-union-paid employee coverage for medical insurance
- 100% credit-union-paid employee coverage for vision insurance
- 100% credit-union-paid employee coverage for dental insurance
- 100% credit-union-paid employee coverage for life insurance
- 100% credit-union-paid employee coverage for disability insurance
- Dependent coverage also available
- Tax-saving Flexible Spending Plans
- Health Savings Plans
- Premier membership perks
- Company clothing
- Wellness programs
- Recognition programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
11-50 employees
