Financial Services Consultant I - Floater

Oregon State Credit Union; Philomath, Northern (OR, KY); Hybrid; USD 25,000 - 33,000; Full time

Benefits offered by this job

Training and promotion opportunities

Competitive wages and bonuses

Paid holidays and paid time off

401k with generous match

Full benefits package

Job summary

Oregon State Credit Union is seeking a Financial Services Consultant I to help members build and maintain a solid financial foundation. You will open new memberships, advise on consumer lending needs, and educate members on available products and services.] The role emphasizes relationship-based service with a focus on understanding members' unique situations to deliver tailored financial solutions.

The ideal candidate brings customer service experience, a collaborative mindset, and a passion

Qualifications

• Minimum one year of customer service experience with consultative/sales focus.
• Must have high school diploma or GED.
• Strong communication and interpersonal skills required.
• Ability to solve problems independently and use available resources.

Responsibilities

• Open new membership accounts and assist members with consumer lending needs.
• Educate members on products and services relevant to their situation.
• Research inquiries and ensure follow-through to resolution.
• Handle basic transactions such as deposits and withdrawals.

Skills

Customer service

Consulting

Sales

Communication

Problem solving

Time management

Cash handling

Bilingual English/Spanish

Education

High School Diploma or GED

Tools

CRM software

Job description

Do you thrive in a dynamic environment where you can make a meaningful impact on people's financial well-being?Join our team as a Financial Services Consultant and be a part of a community-focused credit union that values integrity, unsurpassed service, and member focus.AtOregon State Credit Union, you'll find an amazing place to work and the opportunity to help create financial solutions that make lives better.

As aFinancial Services Consultant I, you will play a crucial role in helping our members build and maintain a solid financial foundation. This includes opening new membership accounts, consulting with members on consumer lending needs and educating them on available products and services relevant to their situation, researching inquiries and ensuring follow-through to resolution, and handling basic transactions such as deposits and withdrawals. Our Financial Services Consultant role is heavily relationship-based with a strong focus on getting to know our members personally to better understand their needs and provide tailored financial solutions that are in their best interest. The ideal candidate has a strong consulting and customer service background, a collaborative spirit and is passionate about helping others achieve their goals.

What you will need to be successful:

• At least one year of relevant customer service experience required with prior consulting and sales experience highly preferred
• High School Diploma or GED equivalent required
• Positive attitude and proven ability to drive sales through excellent service
• Strong interpersonal skills with the ability to communicate effectively required
• Demonstrates strong aptitude to problem solve independently and resolve challenges using available resources
• Excellent organizational skills with the ability to prioritize and manage time successfully
• Prior cash handling experience and general computer skills highly preferred
• Bilingual English/Spanish preferred

Ways we'll appreciate you:

• A positive atmosphere and supportive team
• Initial and on-going training with promotion opportunities
• Competitive wages, incentive bonuses, paid holidays and 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

Since it began in 1954, Oregon State Credit Union has been a member-owned, not-for-profit financial services institution. We exist for the benefit of our member-owners, and not to profit from them. That's what makes us different from banks and how we're able to create financial solutions that make lives better. The service and care you'll provide for our members is at the very heart of our business and critical to both our members' and the credit union's financial success.

Work type: Full-time, On-Site and Non-Exempt

Schedule: Must be available for work Mon-Fri between the hours of 8 am and 6:15 pm

Compensation: $21.41/hr DOE + bonus, travel stipend, and incentives

Oregon State Credit Union is an equal opportunity employer, including veterans and individuals with disabilities.

The information above provides the general nature of work performed in this position and outlines primary qualifications. The successful candidate must be able to demonstrate that they have the legal right to work in the US and pass a background screening to the satisfaction of Oregon State Credit Union.