Member Service Officer – Old Town
Credit Union:
Trailhead Credit Union
Region:
Portland, OR
Closing:
6/30/2022
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Contact: Sheila Avella
Email: savella@trailheadcu.org
Phone: (503) 220-2592
Job Description:
Responsibilities:
- 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
Required:
- 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