Member Advocate, Salem Branch
About The Position
At Unitus, each employee has an opportunity to make a difference for our members. As part of the Salem branch team, the Member Advocate will initiate sales, process routine transactions, open new accounts and take loan applications to ensure our commitment for unparalleled service – the kind that creates the Unitus difference. Our strong team of leaders, outstanding culture, above market benefits, continuous involvement in the communities we serve, and competitive pay programs make Unitus an excellent place to contribute and grow your talents.
Requirements
- High School or equivalent certificate
- Must have a minimum of one year of work experience in a fast-paced customer service role that includes experience assisting customers in person or by telephone
- Strong communication and interpersonal skills and experience in using technology to accomplish work
- Ability to be certified through NMLS and as a Notary Public in Oregon/Washington
Nice To Haves
- Experience in a credit union or bank aiding with financial services products and using cross-selling skills is helpful
- Experience with cash handling preferred
- Spanish-speaking skills preferred
Responsibilities
- Work with members in-person to leverage excellent consultation and sales skills to proactively assist new and existing members to open new accounts, apply for loans, and learn about and be referred to other lines of business
- Perform all types of monetary/non-monetary transactions using knowledge of fraud prevention, excellence in service, and accuracy in transactions processed
- Continuously develop knowledge of credit union products and services, as well as the internal computer systems used to manage member accounts
- Collaborate with other staff in branches or departments to research and resolve questions or concerns
- Exceed sales and service goals designed with a member focus
Benefits
- Medical + Dental + Vision
- Flexible Spending Accounts + HSA
- Employees accrue up to 20 days of Paid Time Off (PTO) during their first twelve months of employment
- Unitus recognizes 12 paid holidays per year
- 401(k) Retirement Savings
- Annual Incentives (eligibility dependent)
- Employee Assistance Plan
- Tuition Reimbursement
- Student Loan Debt Repayment
- Transit & Parking benefits
- Paid Volunteer Time Off
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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
251-500 employees
