Senior Banking & Member Solutions Advisor

Oregon Community Credit Union

Redmond (OR)

On-site

USD 33,000 - 37,000

Full time

4 days ago
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Benefits offered by this job

Low-cost health insurance
401(k) plan with employer match
Paid time off + 13 holidays
Tuition reimbursement
Long-term disability (company-paid)
Volunteer opportunities

Job summary

Oregon Community Credit Union in Redmond, Oregon, is seeking a Senior Banker (Senior Enrichment Advisor) to deliver expert financial guidance, open consumer and business accounts, process loans, and promote OCCU products. The role emphasizes building trusted member relationships and resolving complex member situations.

The position offers hourly pay with incentives, plus a Spanish-speaking premium for proficiency.

Qualifications

  • Five+ years of banking experience required.
  • Experience handling consumer and business accounts preferred.
  • Ability to process loan applications and provide financial guidance.

Responsibilities

  • Provide outstanding member service, greet members promptly, and tailor product recommendations.
  • Serve as trusted advisor to consumer and business members; clarify needs and offer suitable products.
  • Know OCCU product and service range; explain offers clearly to members and prospects.
  • Gather member information, tailor recommendations, and address barriers for each scenario.
  • Contribute to branch goals; meet/exceed service and sales targets while delivering positive experiences.
  • Process account or loan requests, review credit reports, and explain disclosures to members.

Skills

Customer service
Financial guidance
Account opening
Loan processing
Cross-selling
Spanish language (proficiency test)

Job description

Oregon Community Credit Union in Redmond, Oregon, is seeking a Senior Banker (Senior Enrichment Advisor) to deliver expert financial guidance, open consumer and business accounts, process loans, and promote OCCU products. The role emphasizes building trusted member relationships and resolving complex member situations.

The position offers hourly pay with incentives, plus a Spanish-speaking premium for proficiency.

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