Member Advocate, Tanasbourne Branch

Unitus-Community-Credit-Union; Hillsboro (OR); On-site; USD 28,000 - 37,000; Full time

Benefits offered by this job

Medical benefits

Dental insurance

Vision benefits

HSA/FSA

PTO 20 days/yr

Paid holidays

401(k)

Job summary

Unitus Community Credit Union invites applications for a Member Advocate at the Tanasbourne Hillsboro branch. You will engage members in person, explain products, and guide them through accounts, loans, and referrals to other financial services.

Strong communication and cash handling skills are required, with preferred experience in banking or credit unions. Notary and NMLS certification readiness is a plus as part of our member-first culture.

Qualifications

• High school diploma or equivalent required.
• Experience in customer service in person or by phone is preferred.
• Ability to learn credit union products and systems quickly.

Responsibilities

• Assist members in opening accounts and applying for loans.
• Process monetary and non-monetary transactions with accuracy.
• Promote products and services to meet member needs.
• Collaborate with staff to answer questions and resolve issues.
• Maintain fraud prevention and excellent service throughout interactions.

Skills

Customer service

Sales

Communication

Technology use

Cross-selling

Cash handling

Notary & NMLS

Education

High School or equivalent certificate

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Regular Non-Exempt Staff Tanasbourne, Hillsboro, OR, US

9 days ago Requisition ID: 2153

Salary Range: $20.44 To $27.60 Hourly

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

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

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.