Financial Wellness Advocate - Member Services

Central Willamette Credit Union; Corvallis (OR); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Vacation time

Paid holidays

Sick days

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Monthly incentives

Job summary

Central Willamette Credit Union is seeking a Financial Advocate in a full-time Member Services role in Corvallis, OR. You will act as a trusted advisor, addressing members' financial needs with ethical service and education, leveraging a broad suite of products and services.

You will provide proactive guidance, maintain high standards of integrity, and contribute to a team focused on community impact. The position offers comprehensive benefits, incentive potential, and opportunities for

Qualifications

• Minimum high school diploma or equivalent.
• Experience in customer service or sales preferred.
• Ability to learn multiple platforms and explain financial concepts clearly.

Responsibilities

• Act as a personal financial advocate for members to understand needs and offer proactive solutions.
• Deliver excellent member service and help achieve branch goals in deposits, memberships, and lending.
• Execute branch duties with accuracy and maintain documentation and compliance.
• Engage with members for education, outreach, and problem resolution.

Skills

Customer service

Financial services knowledge

Relationship building

Communication skills

Problem solving

Teamwork

Education

High school diploma

Job description

Central Willamette Credit Union is seeking a Financial Advocate in a full-time Member Services role in Corvallis, OR. You will act as a trusted advisor, addressing members' financial needs with ethical service and education, leveraging a broad suite of products and services.

You will provide proactive guidance, maintain high standards of integrity, and contribute to a team focused on community impact. The position offers comprehensive benefits, incentive potential, and opportunities for