Credit Union:

NW Priority Credit Union

Region:

Portland, OR

Type:

Staff

Closing:

6/30/2021

Job Description:

Benefits:

  • 100% Employer-paid health, vision, prescription and dental insurance option for all full-time employees. 45% Employer-paid dependent coverage.
  • 401(k) plan with generous employer match – NWPCU matches up to 4% AND gives 6% of the annual salary for each participant.
  • 100% Employer-paid life insurance/AD&D package (up to $50,000)
  • Paid vacation and sick time
  • Short and long term disability (We cover 50% of the premium)
Requirements:
  • Provides support to the Financial Advisor.
  • Schedules client appointments for the Financial Advisor.
  • Provides in-person assistance to members of the credit union with questions regarding the MEMBERS Financial Services Program, IRA’s, Retirement questions, etc.
  • Prepares and maintains schedules, memos and other correspondence.
  • Assist with seminar preparations including assembling seminar packets, room arrangements, keeping lobby materials well stocked and confirming seminar attendance.
  • Coordinate mailings of newsletters, surveys, seminars, annual review letters and appointment information cards.

Skills and Abilities:

  • Strong interpersonal skills necessary to represent the Financial Services Representative and credit union with a high level of integrity and professionalism to members and credit union staff.
  • Experience coordinating schedules and meeting events.
  • Possesses clerical skills such as organization, attention to detail, typing, filing, telephones, etc.
  • Proficiency with MS Office programs.
  • Ability to monitor and maintain sensitive information using multiple databases.
  • Strong comfort level with navigating the internet for research.

Branch Info:

Working hours: 8:30am – 5:30pm

Location: 12630 SE Division Street, Portland, OR 97236