Financial Services Consultant II

Oregon State Credit Union • Portland, OR

1d • Onsite

About The Position

Are you someone who loves building relationships, solving problems, and helping people feel confident about their financial future? Join our team as a Financial Services Consultant and leverage your financial institution background to make a real impact in our members' lives. We are expanding into a new market and are looking for skilled, like-minded professionals to help establish the Credit Union and serve a new community with excellence. As a community-focused credit union that values integrity, unsurpassed service, and member focus, we are committed to our vision of creating financial solutions that make lives better.
As a Financial Services Consultant II, you will act as a trusted partner for our members, helping them navigate everything from new accounts to consulting on consumer lending needs to educating on more advanced products like Mortgage, Business and IRA offerings. This role is heavily relationship-based with a strong focus on getting to know members, understanding their goals, and offering solutions that are in their best interest. The Financial Services Consultant II also may serve as a Notary and provide peer mentorship to newer team members, giving you hands-on opportunities to expand your skillset and prepare for future leadership roles. The ideal candidate blends their strong financial industry knowledge and consulting experience with a collaborative spirit, effective problem-solving skills, and a clear passion for helping others achieve their financial goals.

Requirements

• Two years of credit union or financial institution experience required.
• High School Diploma or GED equivalent required.
• Strong interpersonal skills with the ability to communicate effectively is required.
• Demonstrates strong aptitude to problem-solve independently and resolve challenges utilizing available resources.
• Excellent organizational skills with the ability to prioritize and manage time successfully.
• Showcases strong collaboration skills and adaptability when working within a cohesive team environment.
• Must be available for work Mon-Fri between the hours of 8 am and 6:15 pm.
• Must be able to demonstrate that they have the legal right to work in the US.
• Must pass a background screening to the satisfaction of Oregon State Credit Union.

Nice To Haves

• Prior consulting experience highly preferred.
• Prior sales experience highly preferred.
• Prior cash handling experience highly preferred.
• Positive attitude and proven ability to drive sales through excellent service.
• Bilingual in English and Spanish is highly preferred.
• Candidates who demonstrate proficiency in Spanish are eligible for a language pay differential.

Responsibilities

• Act as a trusted partner for members, helping them navigate new accounts.
• Consult on consumer lending needs.
• Educate members on advanced products like Mortgage, Business, and IRA offerings.
• Build and maintain member relationships, understanding their goals.
• Offer solutions that are in the best interest of the members.
• Serve as a Notary.
• Provide peer mentorship to newer team 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, 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED