Member-Focused Financial Services Consultant I

Oregon State Credit Union; Philomath (OR); On-site; USD 24,332 - 34,655; Full time

Benefits offered by this job

Initial and on-going training

401k Retirement Savings Plan

Paid holidays and paid time off

Comprehensive medical, vision, and dental insurance

Incentive bonuses

Job summary

Oregon State Credit Union in Philomath, Oregon, is seeking a Financial Services Consultant I to join their team. The successful candidate will be responsible for opening new membership accounts, consulting with members on consumer lending, and providing financial education.

This is a full-time, on-site position requiring excellent customer service and interpersonal skills. The role offers competitive wages, bonuses, and full medical coverage.

Qualifications

• At least one year of relevant customer service experience required.
• Prior consulting and sales experience highly preferred.
• Positive attitude and proven ability to drive sales through excellent service.

Responsibilities

• Open new membership accounts and consult with members.
• Educate members on available products and services.
• Handle basic transactions such as deposits and withdrawals.

Skills

Customer service experience

Consulting and sales experience

Interpersonal skills

Organizational skills

Problem-solving ability

General computer skills

Education

High School Diploma or GED equivalent

Job description

Oregon State Credit Union in Philomath, Oregon, is seeking a Financial Services Consultant I to join their team. The successful candidate will be responsible for opening new membership accounts, consulting with members on consumer lending, and providing financial education.

This is a full-time, on-site position requiring excellent customer service and interpersonal skills. The role offers competitive wages, bonuses, and full medical coverage.