Member Financial Wellness Advisor

Oregon State Credit Union

Corvallis (OR)

Hybrid

USD 29,000 - 32,000

Full time

6 days ago

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Benefits offered by this job

Collaborative workplace culture

Training and career advancement

Competitive wages, bonuses, holidays,

401k with company match

Full medical, vision, dental, life and

Disability insurance

Flexible Spending & Health Savings

Loan discounts and member perks

Job summary

Oregon State Credit Union in Corvallis, OR is seeking a Financial Services Consultant I to help members build a solid financial foundation. You will open new membership accounts, advise on consumer lending, and guide clients through available products and services.

This role is heavily relationship-based with a focus on personalized service and strong communication. A background in customer service and willingness to learn are essential; bilingual English/Spanish is a plus with a language pay

Qualifications

At least one year of relevant customer service experience required with prior consulting, sales, and cash handling experience highly preferred.
High School Diploma or GED equivalent required.
Bilingual in English and Spanish is highly preferred; language pay differential may apply.
Demonstrates strong aptitude to problem solve independently and resolve challenges using available resources.

Responsibilities

Open new membership accounts and advise members on consumer lending needs.
Educate members on products and services relevant to their situation and ensure follow-through to resolution.
Handle basic transactions such as deposits and withdrawals.
Research inquiries and provide tailored financial solutions.
Build and maintain strong member relationships to identify opportunities for service improvements.