Member Advocate 1

Unitus Community Credit Union; Portland (OR); On-site; USD 27,345 - 36,905; Full time

Benefits offered by this job

Medical + Dental + Vision

Flexible Spending Accounts + HSA

Paid Time Off (PTO)

12 paid holidays per year

401(k) Retirement Savings

Tuition Reimbursement

Transit & Parking benefits

Paid Volunteer Time Off

Job summary

A local financial institution is seeking a Member Advocate 1 to join its North Williams branch team in Portland. The successful candidate will assist members with account openings, loan applications, and provide exceptional customer service. Ideal applicants have strong communication skills and at least one year in a customer service role. Benefits include medical, dental, vision, PTO, and a 401(k) plan. This role offers a chance to thrive in a people-focused organization committed to ongoing development and growth.

Qualifications

• Minimum of one year of work experience in a fast-paced customer service role.
• Experience in a credit union or bank is helpful.
• Cash handling experience preferred.

Responsibilities

• Assist new and existing members to open accounts and apply for loans.
• Perform monetary/non-monetary transactions accurately.
• Research and resolve questions or concerns with collaboration.

Skills

Strong communication skills

Interpersonal skills

Customer service experience

Technology proficiency

Spanish-speaking skills

Education

High School or equivalent certificate

Job description

Member Advocate 1

Join to apply for the Member Advocate 1 role at Unitus Community Credit Union

Base pay range

$19.85/hr - $26.79/hr

Overview

As part of the North Williams 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.

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 preferred

Our Benefits

• Medical + Dental + Vision
• Flexible Spending Accounts + HSA
• Employees accrue up to 15 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!

Equal Opportunity Employer

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.