Lead Member Advocate

Unitus Community Credit Union; Portland (OR); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental, and Vision coverage

Flexible Spending Accounts and HSA

Paid Time Off up to 20 days in first year

401(k) Retirement Savings

Tuition Reimbursement

Paid Volunteer Time Off

Job summary

A community-focused credit union in Portland, Oregon is seeking a Lead Member Advocate to drive exceptional member experiences. This role involves training staff, resolving complex member requests, and processing transactions. The ideal candidate has a high school diploma and three years in financial services, coupled with strong cross-selling and customer service skills. Benefits include medical, dental, PTO, 401(k), and tuition reimbursement. Join us to make a difference in our community while growing your career.

Qualifications

• Three years of experience in financial services with training experience.
• Experience with escalated service resolution preferred.
• Ability to be certified through NMLS and as a Notary Public.

Responsibilities

• Train staff and support branch team in resolving member requests.
• Process teller transactions and assist members with accounts.

Skills

Cross-selling

Customer service

Training

Spanish-speaking

Education

High School diploma or equivalent

Job description

At Unitus, each employee has an opportunity to make a difference for our members. As part of the Cascade Station Branch, the Lead Member Advocate works closely with branch management to train staff, complete operations duties, and support the branch team in resolving complex member requests. This individual also provides excellent service while processing teller transactions and assisting members in opening and maintaining accounts, upholding our commitment to unparalleled service – the kind that creates the Unitus difference. Our strong team of leaders, outstanding culture, above market benefits, continuous involvement in the communities we serve, and competitive pay programs make Unitus an excellent place to contribute and grow your talents.

As An Ideal Candidate

• High School diploma or equivalent.
• Three years of experience in financial services with experience in cross-selling and training, or a combination of related education and experience.
• Experience with escalated service resolution preferred.
• Supervisory experience preferred.
• Spanish-speaking skills are helpful.
• Ability to be certified through NMLS and as a Notary Public in Oregon/Washington.

Benefits

• Medical + Dental + Vision
• Flexible Spending Accounts + HSA
• Employees accrue up to 20 days of Paid Time Off (PTO) during their first twelve months of employment
• Unitus recognizes 12 paid holidays per year
• 401(k) Retirement Savings
• Annual Incentives (*eligibility dependent)
• Employee Assistance Plan
• Tuition Reimbursement
• Student Loan Debt Repayment
• Transit & Parking benefits
• Paid Volunteer Time Off

What’s it really like to work here?

We are a people-focused organization that places an emphasis on culture. Unitus is local, successful, and committed to continuously improving and growing!

Unitus Community Credit Union (Unitus) is an equal opportunity employer. We are dedicated to a policy of non-discrimination in employment based on race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process.