Oregon Community Credit Union

Wilsonville, Oregon

9/25/2017

Job Description:

Oregon Community Credit Union (OCCU) opened a new Branch in Wilsonville, OR and we’re continuing to build our team! If you are passionate about member service, have cash handling and sales experience, and want to be part of a dynamic and growing Credit Union, consider applying today!

As a not-for-profit financial institution, we strive to provide remarkable value and unparalleled personal guidance with every interaction. We focus on member service, community involvement and providing value to our more than 135,000 members with every decision we make. In exchange for high levels of work performance, dedication and innovative thinking, we are committed to providing our employees with a challenging, fun, open and engaging work environment that motivates them to stay with us over the long haul. Benefits include a robust 401(k) program with employer match after 6 months; medical, vision and dental coverage that starts the month after hire; life insurance and much more. This part time position will be scheduled for about 28 hours per week including Saturdays.

The Service Center Representative is responsible for providing the highest level of service while developing and expanding relationships by cross-selling OCCU products and services, and demonstrating remote delivery channels. The Service Center Representative must maintain a comprehensive knowledge of Credit Union departments, products, services, policies, and procedures to provide accurate information to members and prospective members. This position is key in building long-term relationships with the member by determining needs and appropriately matching services that fit the members’ current financial conditions as well as proactively looking for ways to maintain or improve their future financial condition.

To find out more about Oregon Community Credit Union career opportunities, visit us at: https://www.myoccu.org/current-career-opportunities.

If you want to apply directly to this opportunity, click here: https://myoccu.clearcompany.com/careers/jobs/e39604b9-4893-17a4-2686-df3385a9933c/apply?source=590433-CS-22573.

Location: Wilsonville, OR

Beginning Salary Range: $13.23 – $16.53 per hour, eligible for commission

Job Responsibilities:

  1. Act as a trusted advisor in all interactions with both consumer and business members and potential members. Establish and develop member relationships through both face-to-face interactions and outbound communications, keeping the members best interest in mind. Actively contribute to the branch retail goals by participating in sales campaigns and community events. Meet or exceed established Credit Union and individual objectives, using effective sales techniques that result in a positive experience for the member.
  2. Accurately process member financial transactions, including deposits, withdrawals, and transfers for members in the branch or on the telephone.
  3. Promote and effectively demonstrate remote delivery channels to all new and existing members.
  4. Maintain high product knowledge by learning and demonstrating new selling techniques, new products, and market trends.
  5. Develop new member relationships through business development activities, community involvement, and existing member referrals by providing members with excellent service.
  6. Keep up-to-date on Oregon Community Credit Union’s products and services and recommend both personal and business services based on the members’ needs. Actively open and close member accounts, provide consultation regarding our products and services, make recommendations, and assist in problem resolution.
  7. Interview applicants, review credit bureau reports, prepare all loan documentation, and input information into computer. Print documents and obtain member signatures where appropriate. Explain all documentation and procedures accurately to our members. Follow-up with members as appropriate. This may include both personal and business relationships.
  8. Assist members with complimentary services such as bill-pay, internet banking, automatic payments, cashier’s checks, and statement copies.
  9. Maintain accurate records of all transactions. Balance cash drawer, when used and daily transactions. Balance cash dispenser when necessary.
  10. Make outbound warm and cold calls to members, which may be informative or sales in nature.
  11. Accurately process members’ financial transactions, including but not limited to assisting monetary transactions at the ATM machines, in the branch or on the telephone. Answer members’ questions regarding account details and perform file maintenance accurately.
  12. Place member’s needs before other branch responsibilities. Proactively acknowledge and greet members. For the purpose of attaining Credit Union goals, it is the responsibility of each employee to strive for continuous improvement of process and quality of service to internal and external members.
  13. Assist with branch audits and review other team members’ work for accuracy and completeness as needed.
  14. Must follow all BSA regulations, including CTR reports when applicable, reporting suspicious activity via SAR when applicable and completing annual training.
  15. Must maintain licensing and relevant updates with the NMLS Safe Act website including address changes, name changes, and other relevant personal information changes required by NMLS. Annually renew licensing in the timeline allotted by NMLS.
  16. Must know basic business terms and language, and have the ability to effectively communicate with business members regarding business relationships with OCCU.
  17. Perform other duties as assigned.

Job Expectations:

  1. To follow all company policies and act as a role model to others in the following of these policies. This includes, but is not limited to, providing exceptional internal and external service, championing company values, representing the Credit Union with a high level of professionalism, working hard to support your teams, and arriving to work on time every day with a positive attitude.
  2. Maintain a positive and proactive service spirit in all work. Greet all members who enter the branch in a sincere manner. Ask appropriate questions to learn about members’ needs. Build positive and professional working relationships with members. Promote a cohesive team environment with co-workers.
  3. Be accurate in all work performed. Accuracy is key to providing exceptional member service.
  4. Ability to function independently in a multi-task environment and also as part of a team.
  5. Keep track of one’s schedule and attend work and meetings as scheduled and on-time.
  6. Stay up to date with product, procedure, and other pertinent changes. Attend and complete training that enhances one’s ability to perform his or her job.

Experience:

Two years to five years of similar or related experience.

Education:

Equivalent to a high school education.

Physical Demands and Work Requirements:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    • Physical Demands: While performing the duties of this job, the employee is frequently required to sit; use hands to finger, handle, or feel; and to talk and hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.
    • Work Environment: The noise level in the work environment is usually moderate.
    • Work Hours: This job can typically be done within a Monday through Saturday schedule; however, based on events going on there will be times when evening and weekend work is required with little or no notice.

Oregon Community Credit Union is an Equal Opportunity Employer


Education/Experience Required:

Education:

Equivalent to a high school education.


Additional Comments:

To find out more about Oregon Community Credit Union career opportunities, visit us at: https://www.myoccu.org/current-career-opportunities.

If you want to apply directly to this opportunity, click here: https://myoccu.clearcompany.com/careers/jobs/e39604b9-4893-17a4-2686-df3385a9933c/apply?source=590433-CS-22573.