Credit Union:

Trailhead Credit Union


Portland, OR




Contact: Sheila Avella
Phone: (503) 220-2592

Job Description:


  • Uphold the Trailhead service promises: Deliver, Engage, Anticipate, Respectful, Reward
  • Underwrite loan applications and make sound decisions
  • Open new accounts and be a consultant for that new member
  • Handle a variety of monetary transactions for our members
  • Assist members with financial services either by phone, mail, or in person
  • Use need-based selling to provide great service to our members
  • Interact and support other members of Trailhead staff and management in a positive, respectful, and professional manner
  • Provide exceptional lending service to the membership

Work week:

  • Monday thru Friday, 8:30-5:30


  • High school diploma or equivalent
  • 2+ years of experience in the financial services industry
  • Exceptional customer service experience
  • Great verbal and written communication skills
  • Knowledge of Windows products

 Preferred experience:

  • Lending Experience HIGHLY preferred
  • College degree
  • Cash handling experience preferred