Member Advocate

Unitus Community Credit Union; Happy Valley (OR); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical + Dental + Vision

Flexible Spending Accounts + HSA

Paid Time Off (up to 20 days)

12 paid holidays

401(k) Retirement Savings

Tuition Reimbursement

Student Loan Debt Repayment

Transit & Parking benefits

Paid Volunteer Time Off

Job summary

A community-focused credit union in Oregon is seeking a Member Advocate to provide excellent service to members. Responsibilities include assisting with account openings, loan applications, and processing transactions. Candidates should have at least one year of customer service experience, strong communication skills, and a high school diploma. This role offers a range of competitive benefits including medical, dental, paid time off, and 401(k) retirement savings.

Qualifications

• Minimum of one year of work experience in customer service.
• Ability to use technology effectively.
• Experience with financial services products is a plus.

Responsibilities

• Assist members with account openings and loan applications.
• Process monetary and non-monetary transactions.
• Collaborate with team members to resolve member questions.
• Exceed sales and service goals.

Skills

Customer service experience

Strong communication skills

Interpersonal skills

Knowledge of fraud prevention

Cash handling

Education

High School or equivalent certificate

Job description

At Unitus, each employee has an opportunity to make a difference for our members. As part of the Clackamas branch team, the Member Advocate will initiate sales, process routine transactions, open new accounts and take loan applications to ensure our commitment for 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.

Primary Duties

• Work with members in-person to leverage excellent consultation and sales skills to proactively assist new and existing members to open new accounts, apply for loans, and learn about and be referred to other lines of business
• Perform all types of monetary/non-monetary transactions using knowledge of fraud prevention, excellence in service, and accuracy in transactions processed
• Continuously develop knowledge of credit union products and services, as well as the internal computer systems used to manage member accounts
• Collaborate with other staff in branches or departments to research and resolve questions or concerns
• Exceed sales and service goals designed with a member focus

As An Ideal Candidate, You Will Have

• High School or equivalent certificate
• Must have a minimum of one year of work experience in a fast-paced customer service role that includes experience assisting customers in person or by telephone
• Strong communication and interpersonal skills and experience in using technology to accomplish work
• Experience in a credit union or bank aiding with financial services products and using cross‑selling skills is helpful
• Ability to be certified through NMLS and as a Notary Public in Oregon/Washington
• Experience with cash handling preferred

Our 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 committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of 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.