Member Financial Representative

Connexus Credit Union; Oregon; Híbrido; USD 24.000 - 34.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid time off

Holidays

Volunteer Time Off

401K with employer match

Health, Dental, Vision insurance

Health Savings Account

Life insurance, disability

Tuition Reimbursement

Learning and Development stipend

Descripción de la vacante

Connexus Credit Union is hiring for a customer service-focused role in Oregon. The position engages members across channels to open new accounts, answer questions, and upsell deposit and loan products, with a focus on delivering friendly, proactive financial guidance.

The starting wage is $21.00 per hour, with higher compensation based on prior experience. The company offers a comprehensive benefits package and remote-first work flexibility to support personal and professional growth.

Formación

• Associate’s degree or commensurate experience required.
• 1+ year of sales or customer service experience required.
• Strong verbal communication and a friendly, energetic attitude.
• Ability to stay calm under pressure and handle confidential matters.
• Team player with ability to work in a fast-paced environment.
• Self-starter with initiative to learn and work independently.
• Strong interpersonal skills and ability to build relationships.
• Good judgment and decision-making; know when to escalate.

Responsabilidades

• Engage members in proactive financial review conversations and upsell products.
• Assist members in person, by phone, or digitally.
• Open memberships and upsell deposit/loan products.
• Promote credit union products and build relationships via outbound calls.
• Educate teammates on products; monitor industry changes.
• Process financial transactions accurately at all service points.
• Resolve member issues and complex applications.
• Collaborate with other departments to answer questions.
• Lead in branch opening/closing procedures.

Conocimientos

Customer service

Sales experience

Verbal communication

Team player

Interpersonal skills

Educación

Associate degree or commensurate experience

Descripción del empleo

Connexus Credit Union - Who We Are:

Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest.As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve.

Connexus offers an Amazing Benefits package:

• 20 days of paid time off and 10 paid holidays
• 16 hours of paid Volunteer Time Off
• 401K Retirement with up to 6% employer match
• Excellent Health, Dental, Vision insurance, including multiple plan options
• Health Savings Account with generous employer contributions
• Employer paid Life insurance, Short-Term and Long-Term Disability
• Tuition Reimbursement from $4,000 - $7,000 per calendar year
• Robust Learning and Development program that includes an annual professional development stipend

Starting wage of $21.00/hr. and higher based on prior experience!

Bring your customer service experience and we will give you the tools and training to achieve excellence. If you have a hunger to learn and positive energy, join us for bankers' hours with teams and leaders who want you to be your personal and professional best.

Responsibilities:

• Engage members in robust and proactive financial review conversations resulting in personalized recommendations based on their unique needs; open new loan and deposit products, and build ongoing and valuable relationships.
• Assist members through a variety of channels, including in person, over the phone, and digitally.
• Develop working knowledge of deposit and loan products, accurately open memberships and upsell appropriate accounts to effectively build relationships and achieve goals.
• Responsible for developing additional business by promoting credit union products and services through building and maintaining strong member relationships including making outbound sales calls.
• Educates team members on new or existing products and services; monitors industry changes and advises branch manager of needed changes.
• Promptly and accurately assists members at the counter, drive-up, digitally, phone or via mail correspondence with all financial transactions, including troubleshooting as necessary.
• Solve members service issues and find solutions for complex application and maintenance issues.
• Identify and render the best service possible to all members including the ability to interact with other departments within the organization to answer questions.
• Take initiative for your personal development and stay informed of all credit union products and services as they relate to your role.
• Provide leadership to colleagues with systems overrides and leading opening and closing procedures of branches.
• Initiates or follows up on home equity and/or mortgage inquiries by providing guidance to the applicant on product features, rates and terms and facilitating a complete credit application.
• Identifies opportunities to improve work processes and outcomes, and actively participates in improvement initiatives.

Position Requirements:

• Associate’s degree or commensurate experience is Required.
• 1+ years of prior work experience in sales or customer service is Required.
• Uses courtesy and workplace professionalism and interacts with co-workers and members. Demonstrates behaviors that support our values and culture.
• Evidence of excellent verbal communication skills along with an outgoing personality that demonstrates a positive, friendly, and energetic attitude.
• Ability to remain calm under pressure and to be entrusted with the handling of confidential and personal matters.
• Demonstrated ability to be a team player, with willingness to work in a fast- paced, flexible environment.
• Self-starter with a strong desire to learn, work, and think independently.
• Demonstrates strong interpersonal skills, fostering relationships with internal and external contacts, serving as a reliable point of contact for inquiries, requests, and information.
• Demonstrates the ability to exercise sound judgment and decision-making skills in handling day-to-day tasks and resolving routine issues independently, while knowing when to elevate more complex matters to leadership.
• Knowledge and ability to efficiently navigate among numerous computer systems.
• Utilizes the Universal Service Model when working with members.

Connexus Credit Union's Employer Recognitions:

2026 Best Place to Work in IT, Computer World

Equal Opportunity Employer/Disabled/Veterans/41 CFR 60–1.4, 41 CFR 60-1.35