Community-Focused Financial Advocate & Education Leader

Central Willamette Credit Union; Bend (OR); On-site; USD 26,835 - 33,544; Full time

Benefits offered by this job

Vacation time

Paid holidays

Paid sick days

Medical insurance

401(k) with company match

Monthly incentives

Job summary

Central Willamette Credit Union in Bend, OR is seeking a Financial Advocate to deliver ethical, client-focused financial guidance and education. The role emphasizes serving as a trusted consultant for members’ financial needs and guiding them to practical, affordable solutions.

You will help members use self-service options and digital tools, while expanding knowledge in areas like credit building and mortgages. A language-proficiency differential may apply for Spanish speakers.

Qualifications

• High school diploma or equivalent.
• Minimum of 3 years of work experience in customer service or sales.
• Must possess strong foundation in relationship-building and consultative sales skills.
• Prior experience in financial services or a related field preferred.
• Proven track record of excellent customer service and goal achievement.

Responsibilities

• Serve as members' personal financial advocate by understanding their needs and goals, offering proactive solutions with integrity.
• Build trust and educate members to enhance the overall experience.
• Help members learn to utilize self-service options and technology for financial well-being.
• Expand knowledge in areas like credit building, mortgage lending, debt consolidation, savings, and digital solutions.
• Achieve branch goals related to deposits, memberships, and lending through service excellence.
• Provide exceptional member service to create memorable experiences and resolve issues.

Skills

Financial advocacy

Sales skills

Customer service

English communication

Education

High school diploma

Tools

CRM software

MS Office

Job description

Central Willamette Credit Union in Bend, OR is seeking a Financial Advocate to deliver ethical, client-focused financial guidance and education. The role emphasizes serving as a trusted consultant for members’ financial needs and guiding them to practical, affordable solutions.

You will help members use self-service options and digital tools, while expanding knowledge in areas like credit building and mortgages. A language-proficiency differential may apply for Spanish speakers.