Member Advocate

Unitus Community Credit Union; Tigard (OR); On-site; USD 42,000 - 56,000; Full time

Job summary

Unitus Community Credit Union is seeking a Member Advocate at the Bridgeport Village branch to assist members with opening accounts, processing loans, and guiding referrals to other services. You will handle transactions and learn about products while maintaining high service standards.

The ideal candidate has 1+ year of customer service experience, strong communication skills, and cash handling familiarity.

Qualifications

• High School diploma or equivalent.
• Minimum 1 year of work experience in a fast-paced customer service role that includes in-person or phone interactions.
• Strong communication and interpersonal skills; comfortable using technology.
• Experience with credit union or bank products; cross-selling skills are helpful.
• Able to be certified through NMLS and as a Notary Public in Oregon/Washington.
• Cash handling experience preferred.

Responsibilities

• Assist members in-person to open new accounts, apply for loans, and learn about other lines of business.
• Perform monetary and non-monetary transactions with accuracy and fraud-consciousness.
• Continuously learn about credit union products and internal systems.
• Collaborate with staff to research and resolve questions or concerns.
• Aim to exceed sales and service goals with a member-focused approach.

Skills

Sales skills

Customer service

Cross-selling

Cash handling

Spanish speaking

Communication

NMLS certification

Notary Public (OR/WA)

Education

High School diploma

Tools

Internal banking systems

Job description

At Unitus, each employee has an opportunity to make a difference for our members. As part of the Bridgeport Village 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
• Spanish-speaking skills required

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.