Member Advocate, Bridgeport Village Branch

Unitus Community Credit Union•Tigard, OR

3d•$20 - $28•Onsite

About The Position

As part of the Bridgeport Village branch team, the Member Advocate initiates sales, processes routine transactions, opens new accounts, and takes loan applications to provide members with unparalleled service. The role serves new and existing members in person, supports their financial needs, and helps them learn about and access other lines of business. The position collaborates with branch and department staff to address member questions and concerns and works toward sales and service goals with a member-focused approach.

Requirements

High school diploma or equivalent certificate.
At least one year of work experience in a fast-paced customer service role, including assisting customers in person or by telephone.
Strong communication and interpersonal skills.
Experience using technology to accomplish work.
Ability to obtain certification through NMLS and as an Oregon/Washington Notary Public.

Nice To Haves

Experience at a credit union or bank assisting with financial services products and using cross-selling skills.
Experience with cash handling.
Spanish-speaking skills.

Responsibilities

Work with members in person to provide consultation and sales support, open new accounts, take loan applications, and refer members to other lines of business.
Perform monetary and non-monetary transactions accurately, using fraud-prevention knowledge and a focus on service.
Continuously develop knowledge of credit union products, services, and internal computer systems used to manage member accounts.
Collaborate with branch or department staff to research and resolve questions or concerns.
Exceed sales and service goals designed with a member focus.

Benefits

Medical, dental, and vision coverage.
Flexible Spending Accounts and HSA.
Accrue up to 20 days of paid time off during the first twelve months of employment.
12 paid holidays per year.
401(k) retirement savings.
Annual incentives, subject to eligibility.
Employee Assistance Plan.
Tuition reimbursement.
Student loan debt repayment.
Transit and parking benefits.
Paid volunteer time off.