Member Advocate, Beaverton Branch

Unitus Community Credit Union; Beaverton (OR); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Medical + Dental + Vision

Flexible Spending Accounts + HSA

20 days PTO in year one

12 paid holidays per year

401(k) Retirement Savings

Annual Incentives

Employee Assistance Plan

Tuition Reimbursement

Student Loan Debt Repayment

Transit & Parking benefits

Paid Volunteer Time Off

Job summary

Unitus Community Credit Union in Beaverton, OR seeks a Member Advocate to assist members with accounts, loans, and cross-selling a range of financial products. You will handle in-person interactions, learn core systems, and contribute to a culture of service excellence.

The role emphasizes strong communication, tech fluency, and the ability to meet sales and service targets while supporting member financial needs and community involvement.

Qualifications

• High School diploma or equivalent.
• Minimum one year in a fast-paced customer service role with in-person or phone experience.
• Strong communication and interpersonal skills; proficient with technology.
• Credit union/bank experience with cross-selling is helpful.
• Ability to obtain NMLS certification and Notary Public in OR/WA.

Responsibilities

• Assist members in opening new accounts, applying for loans, and cross-selling products.
• Process monetary and non-monetary transactions with accuracy and fraud awareness.
• Develop knowledge of credit union products and internal member-account systems.
• Collaborate with branches and departments to resolve questions or concerns.
• Aim to exceed sales and service goals focused on member needs.

Skills

Sales skills

Cross-selling

Communication

Interpersonal skills

Technology aptitude

Cash handling

Spanish language

Education

High School diploma or equivalent

Job description

Job Description

Job Description At Unitus, each employee has an opportunity to make a difference for our members. As part of the Beaverton 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 preferred

Our Benefits

Maintaining wellness and work/life balance is an important part of the Unitus culture. Our benefits are a reflection of this commitment.

• 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.