Member Advocate, Tanasbourne branch
Unitus Community Credit Union
Contact: Rachel Browning
Email: [email protected]
Phone: (503) 423-8320
• 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 and 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:
• Associates degree or equivalent in work experience.
• A minimum of one year of experience in a customer service or financial services role that includes experience with assisting customers in person or by telephone, preferably handling cash
• Strong communication and interpersonal skills and experience in using technology to accomplish work
• Strong attention to detail and the ability to be accurate in handling member financial transactions and balance daily.
• Must be able to be certified through NMLS
• Ability to learn information quickly and maintain composure under pressure routinely
• Bi-lingual skills a plus, particularly Spanish-speaking skills
• Candidates who have prior experience in a credit union or bank providing assistance with financial services products and using cross-selling skills may be considered at the Member Advocate 2 level for this role
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 dedicated to a policy of non-discrimination in employment based on 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