Member Services Float

Unitus Community Credit Union; Hillsboro (OR); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Health benefits

20 days PTO

401(k) match

Transit & Parking benefits

Tuition reimbursement

Volunteer time off

Job summary

Unitus Community Credit Union is seeking a Member Services Float to deliver exceptional service across multiple branches, call center, and virtual branch. You will assist members with deposits, loans, and account openings while meeting sales goals and referrals.

The role requires travel between branches, solid communication skills, and experience in fast-paced customer service. Notary and NMLS certification may be required in Oregon/Washington, with a comprehensive benefits package available.

Qualifications

• High School diploma or equivalent.
• 1+ year in fast-paced customer service, in person or by phone.
• Ability to obtain NMLS and Notary Public in OR/WA.

Responsibilities

• Assist members in opening accounts and processing transactions.
• Provide accurate monetary and non-monetary transactions with fraud awareness.
• Promote products and services based on member needs and referrals.
• Maintain knowledge of credit union products and internal systems.
• Support call center and virtual branch as needed.

Skills

Customer service

Sales

Cross-selling

Communication

Cash handling

Spanish

Education

High School diploma or equivalent

Tools

Core banking software

CRM systems

Job description

At Unitus, each employee has an opportunity to make a difference for our members. The Member Services - Float provides sales and service duties at multiple branch locations, call center, and virtual branch. Traveling between branches is required. This position assists members in processing basic and intermediate teller transactions accurately in a fast-paced environment in accordance with the established policies, procedures and authority levels. The Member Services Float initiates referrals and cross-sell opportunities for members for appropriate products and services based on member needs. The Member Services Float is proficient in opening new and maintaining existing accounts along with the products and services the Credit Union offers. These products include but are not limited to basic, consumer, deposit, and lending. The Member Services - Float provides exceptional member service while ensuring proper data collection and compliance with Federal, State, and Credit Union requirements. This position also provides back up to the Call Center and Virtual branch. This includes support for inbound and outbound member calls, emails, and providing assistance to members in processing financial transactions in accordance with established policies, procedures and authority levels. Our strong team of leaders, outstanding culture, above market benefits, continuous involvement in the communities we serve, and competitive pay programs make Unitus an excellent place to contribute and grow your talents.

Primary Duties

• Work with members in-person to leverage excellent consultation and sales skills to proactively assist new and existing members to open new accounts, apply for loans, and learn about and be referred to other lines of business
• Perform all types of monetary/non-monetary transactions using knowledge of fraud prevention, excellence in service, and accuracy in transactions processed
• Continuously develop knowledge of credit union products and services, as well as the internal computer systems used to manage member accounts
• Collaborate with other staff in branches or departments to research and resolve questions or concerns
• Exceed sales and service goals designed with a member focus

As An Ideal Candidate, You Will Have

• High School or equivalent certificate
• Must have a minimum of one year of work experience in a fast-paced customer service role that includes experience assisting customers in person or by telephone
• Strong communication and interpersonal skills and experience in using technology to accomplish work
• Experience in a credit union or bank aiding with financial services products and using cross-selling skills is helpful
• Ability to be certified through NMLS and as a Notary Public in Oregon/Washington
• Experience with cash handling preferred
• Spanish-speaking skills preferred
• Reliable transport required. This position is eligible for a travel pay differential*

Our Benefits

Maintaining wellness and work/life balance is an important part of the Unitus culture. Our benefits are a reflection of this commitment.

• Medical + Dental + Vision
• Flexible Spending Accounts + HSA
• Employees accrue up to 20 days of Paid Time Off (PTO) during their first twelve months of employment
• Unitus recognizes 12 paid holidays per year
• 401(k) Retirement Savings
• Annual Incentives (*eligibility dependent)
• Employee Assistance Plan
• Tuition Reimbursement
• Student Loan Debt Repayment
• Transit & Parking benefits
• Paid Volunteer Time Off

What's it really like to work here?

We are a people-focused organization that places an emphasis on culture. Unitus is local, successful, and committed to continuously improving and growing!

Unitus Community Credit Union (Unitus) is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process.