Personal Banker (Lane County)

OCCU | Oregon Community Credit Union; Eugene (OR); On-site; Full time

Job summary

OCCU is seeking Personal Bankers (Enrichment Advisors) in Eugene, Oregon. This role involves providing financial guidance, opening accounts, and promoting products. Candidates should have banking experience and be able to explain OCCU's services effectively. A comprehensive benefits package is offered, including medical insurance and paid time off.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with Employer Match

Paid Time Off

Tuition Reimbursement

Long-term Disability

Qualifications

• Minimum 3 years of experience in banking.
• Must maintain licensing with NMLS Safe Act.

Responsibilities

• Provide financial guidance to members.
• Open new consumer accounts and handle loan applications.
• Promote OCCU products.

Skills

Financial Guidance

Customer Service

Spanish

Education

Relevant Education

Job description

OCCU, a member-owned credit union based in Eugene, Oregon, is guided by its vision to Enrich Lives. This vision shapes every action, aligning the team with a greater sense of purpose. With each interaction, OCCU strives to positively impact individuals and communities. The values of tenacity, humility, and big-heartedness are central to OCCU's commitment to putting members first.

The position is on-site in Eugene, Oregon, and surrounding areas. The starting pay ranges from $24.30 to $26.40 per hour, with eligibility for incentive pay. Spanish-speaking personal bankers who pass a standardized test receive an additional $2 per hour.

Personal Bankers, also known as Enrichment Advisors, are responsible for providing financial guidance to members, opening new consumer accounts, handling payments and loan applications, and promoting OCCU products. They must have a thorough understanding of OCCU's products and services and be able to explain their benefits effectively to members.

Work schedules are Monday through Thursday from 8:30 am to 5:30 pm, Friday from 9 am to 6:30 pm, and up to two Saturdays a month.

Qualifications include a minimum of three years of similar or related experience in banking, including opening consumer accounts and loans. Candidates must maintain licensing and relevant updates with the NMLS Safe Act. Qualified candidates will have the necessary education and experience to perform the essential functions and meet the minimum performance expectations for this role, with or without accommodation.

This post is intended to hire for both current and future needs.

OCCU offers a comprehensive compensation and benefits package, including low-cost medical, dental, and vision insurance, a 401(k)-retirement plan with employer match, paid time off in addition to 12 paid holidays, tuition reimbursement for eligible education and training, and company-paid long-term disability.

OCCU is an Equal Opportunity Employer, and qualified candidates are encouraged to apply online by submitting their resume and cover letter detailing their qualifications and experience.