Financial Advocate

Mid Oregon Personnel; United States; On-site; USD 45,000 - 65,000; Full time

Job summary

Mid Oregon Personnel is seeking a Financial Advocate to help members achieve better financial outcomes within a credit union context. You will advise on loans, deposits, savings, and digital tools, delivering ethical, attentive service and building long-term member relationships.

You will educate members, expand product adoption, and ensure compliance while handling daily branch operations and problem resolution, contributing to community financial wellness.

Qualifications

• Knowledge of credit union financial products and services.
• Ability to explain financial concepts to individuals with varying levels of financial knowledge.
• Excellent organizational and time-management skills.

Responsibilities

• Serve as members' trusted financial advocate by understanding their financial goals and recommending solutions.
• Build lasting relationships through every interaction by providing financial education and personalized service.
• Educate members on self-service tools and digital banking technology.
• Maintain accurate documentation and complete timely follow-up.
• Promote products that support members' financial success, including debt protection and additional financial solutions.

Skills

Strong communication

Customer service

Consultative sales

Relationship building

Active listening

Time management

Problem solving

Independent work

Education

High school diploma

Job description

Job Description

Job Description

About the Role

As a Financial Advocate, you play a vital role in fulfilling our mission to build better lives and stronger communities. You will deliver exceptional, ethical service by anticipating and addressing members' financial needs through our comprehensive suite of financial products and services.

As a trusted financial consultant, you'll guide members on their financial journeys by providing convenient, accessible, and affordable solutions while building long-term relationships based on trust.

Success in this role requires the ability to identify member needs, deepen relationships, increase product adoption, and safeguard members' financial well-being—all while providing an exceptional member experience.

What You'll Do

Member Financial Advocacy & Education (40%)

• Serve as members' trusted financial advocate by understanding their financial goals and recommending solutions that help them save money, build wealth, and improve financial wellness.
• Build lasting relationships through every interaction by providing financial education and personalized service.
• Educate members on self-service tools and digital banking technology.
• Expand your knowledge in:
  • Credit building
  • Mortgage lending
  • Debt consolidation
  • Savings strategies
  • Retirement planning
  • Business banking
  • Budgeting
  • Digital banking solutions

Sales & Service Excellence (40%)

• Build rapport with members through meaningful conversations and consultative selling.
• Ask thoughtful questions to identify financial needs and recommend appropriate products and services.
• Meet individual and branch goals related to:
  • Membership growth
  • Deposit growth
  • Consumer lending
• Deliver outstanding member experiences that improve satisfaction and strengthen long-term relationships.
• Promote products that support members' financial success, including debt protection and additional financial solutions.

Operations & Compliance (10%)

• Maintain accurate documentation and complete timely follow-up.
• Perform daily branch operations, including:
  • Teller transactions
  • Lobby management
  • Opening and closing procedures
  • Problem resolution
• Complete all required training and professional development.
• Maintain compliance with company policies and all applicable state and federal regulations.
• Protect confidential member information at all times.

Member Engagement & Problem Resolution (10%)

• Participate in community outreach, financial education, and outbound member engagement.
• Research and resolve member questions and concerns promptly and professionally.
• Demonstrate flexibility by assisting with additional duties as needed.

Qualifications

• Knowledge of credit union financial products and services, including loans, deposit accounts, and savings products.
• Understanding of the differences between banks and credit unions.
• Ability to quickly learn new software systems and technology.
• Strong verbal and written communication skills.
• Ability to explain financial concepts to individuals with varying levels of financial knowledge.
• Excellent relationship-building and customer service skills.
• Strong consultative sales and problem-solving abilities.
• Excellent organizational and time-management skills.
• Ability to prioritize multiple tasks while maintaining accuracy.
• Active listening and conflict resolution skills.
• A goal-oriented mindset with a passion for helping others achieve financial success.
• Ability to work independently and collaboratively.
• Professional demeanor when interacting with members and coworkers.
• Flexibility to work schedules that meet branch and member needs.
• Must be bondable.

Education & Experience

Required

• High school diploma or equivalent.
• Minimum of 3 years of customer servic