NW Priority Credit Union
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)
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.
Working hours: 8:30am – 5:30pm
Location: 12630 SE Division Street, Portland, OR 97236