Member Banking Concierge

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

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.