Financial Services Consultant I
About The Position
Do you thrive in a dynamic environment where you can make a meaningful impact on people's financial well-being? Join our team as a Financial Services Consultant and be a part of a community-focused credit union that values integrity, unsurpassed service, and member focus. At Oregon State Credit Union, you'll find an amazing place to work and the opportunity to help create financial solutions that make lives better. As a Financial Services Consultant I, you will play a crucial role in helping our members build and maintain a solid financial foundation. This includes opening new membership accounts, consulting with members on consumer lending needs and educating them on available products and services relevant to their situation, researching inquiries and ensuring follow-through to resolution, and handling basic transactions such as deposits and withdrawals. Our Financial Services Consultant role is heavily relationship-based with a strong focus on getting to know our members personally to better understand their needs and provide tailored financial solutions that are in their best interest. The ideal candidate has a strong consulting and customer service background, a collaborative spirit and is passionate about helping others achieve their goals.
Requirements
- At least one year of relevant customer service experience required with prior consulting and sales experience highly preferred
- High School Diploma or GED equivalent required
- Positive attitude and proven ability to drive sales through excellent service
- Strong interpersonal skills with the ability to communicate effectively required
- 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
- Prior cash handling experience and general computer skills highly preferred
- Bilingual English/Spanish preferred
Nice To Haves
- prior consulting and sales experience highly preferred
- Prior cash handling experience and general computer skills highly preferred
- Bilingual English/Spanish preferred
Responsibilities
- opening new membership accounts
- consulting with members on consumer lending needs and educating them 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
Benefits
- A positive atmosphere and supportive team
- Initial and on-going training with promotion opportunities
- Competitive wages, incentive bonuses, paid holidays and paid time off
- 401k Retirement Savings Plan with a generous credit union match!
- 100% credit-union-paid employee coverage for medical, vision, dental, life and disability insurance; dependent coverage also available
- Tax-saving Flexible Spending and Health Savings Plans
- Premier membership perks, company clothing, wellness and 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
