Member Finance Advocate & Trusted Advisor

Central Willamette Credit Union; Eugene (OR); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Vacation time

Paid holidays

Paid sick days

Health insurance

401(k) with match

Monthly incentives

Semi-annual incentive based on goals

Job summary

Central Willamette Credit Union in Eugene, OR seeks a Financial Advocate to deliver ethical, proactive service and advisory guidance to members. This full-time, non-exempt role emphasizes helping members meet financial goals through our products and services, while upholding core values of respect, integrity, ethics, and compassion.

You will educate members, guide financial journeys, and offer accessible, affordable solutions, contributing to stronger communities and member loyalty.

Qualifications

• High school diploma or equivalent required.
• Minimum of 3 years of work experience in customer service or sales roles required.
• Must possess strong foundation in relationship-building and consultative sales skills.
• Prior experience in financial services or a related field preferred.
• Proven track record of excellent customer service and goal achievement.
• Working knowledge of personal computers, word processing and spreadsheets.
• Working knowledge of current State, Federal, and other regulations applicable to consumer lending and savings.

Responsibilities

• Serve as members' personal financial advocate by understanding their financial needs and goals, offering proactive solutions to save or earn money, and always acting in their best interest with integrity and respect.
• Offer financial education and use every interaction to build trust, uncover opportunities to assist members, and develop loyal promoters, demonstrating strong communication and a genuine commitment to enhancing the member experience.
• Help members learn how to utilize self-service options and existing technology for their financial well-being, showing patience and adaptability while continuously seeking ways to improve their experience.
• Show initiative in expanding knowledge in areas like credit building, mortgage lending, debt consolidation, savings, retirement, business banking, budgeting, and digital solutions, reflecting a commitment to continuous learning and improvement.

Skills

Customer service

Sales

Communication

Relationship building

Multitasking

Education

High school diploma

Tools

CRM software

Microsoft Office

Job description

Central Willamette Credit Union in Eugene, OR seeks a Financial Advocate to deliver ethical, proactive service and advisory guidance to members. This full-time, non-exempt role emphasizes helping members meet financial goals through our products and services, while upholding core values of respect, integrity, ethics, and compassion.

You will educate members, guide financial journeys, and offer accessible, affordable solutions, contributing to stronger communities and member loyalty.