Lead Member Advocate — Train, Resolve, and Serve Members

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

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.