Financial Advocate-Bend Branch Full Time

Brief Description

At Central Willamette Credit Union, our core values of Respect, Integrity, Ethics, Compassion, and Humor guide our daily operations. We aim to build local loyalty and strengthen our communities by serving our members with exceptional, ethical service.

About the role

As a Financial Advocate, you will play a crucial part in fulfilling our mission to help members achieve financial stability. Your role involves serving as a personal financial advocate, educating members on financial matters, and providing solutions that align with their goals.

Essential Functions and Responsibilities

• Serve as members' personal financial advocate by understanding their financial needs and goals, offering proactive solutions, and acting with integrity and respect.

• Offer financial education and use every interaction to build trust, uncover opportunities to assist members, and develop loyal promoters, demonstrating strong communication and a genuine commitment to enhancing the member experience.

• Show initiative in expanding knowledge in areas like credit building, mortgage lending, debt consolidation, savings, retirement, business banking, budgeting, and digital solutions, reflecting a commitment to continuous learning and improvement.

• Establish rapport with members, ask open-ended questions, present solutions, address concerns, and finalize decisions assertively, using effective communication and sound judgment to ensure members feel heard and valued.

• Accountable for achieving individual and branch goals related to deposit, membership, and lending growth through service excellence, demonstrating a results-driven mindset and a focus on team success.

• Engage in proactive member activities, including outbound calling, community engagement, and financial education, representing CWCU with compassion and building strong relationships within the community.

• Research and resolve member requests, concerns, and inquiries, ensuring favorable resolution by listening actively, communicating clearly, and taking ownership of outcomes.

Qualifications

• Familiarity with financial products and services offered by credit unions, such as loans, deposits accounts, and savings options.
• Understanding of the difference between banks and credit unions.
• Strong ability to quickly learn and use multiple platforms, software, and databases to manage member requests.
• Excellent verbal and written communication skills to clearly explain complex financial concepts and options to members of varying levels of financial literacy, in the English language.
• Capacity to build and maintain strong relationships with members, fostering trust and loyalty through consistent, positive interactions.
• Ability to assess members' financial situations, identify opportunities, and offer tailored solutions that align with their goals.
• Willingness to work collaboratively with coworkers to ensure a seamless member experience.
• Ability to present a professional image when dealing with members, co-workers, and outside contacts.
• Ability to work independently, and as a team member, by using discretion in decision making and sound judgement in problem solving.
• Excellent organizational skills, with the ability to prioritize and complete multiple tasks and process large volumes of account transactions efficiently and accurately.
• Problem-solving, active listening, and de-escalation skills.
• Goal-oriented mindset with a strong desire to exceed expectations.
• Commitment to advocating for members and helping them achieve financial stability.

Benefits

• 2 weeks' vacation in the first year, increasing to 3 weeks in the second year and 4 weeks starting the third year.
• 10 paid holidays each year.
• 5 paid sick days annually.
• Medical, dental, and vision insurance effective the first of the month following your hire date.
• Eligible for a semi-annual incentive of 2.5 (5% yearly) of your annual salary based upon the achievement of our strategic organizational goals.
• Upon completion of your 6th month of employment, you're eligible to enroll in Central Willamette's 401(k) program. Central Willamette Credit Union will match your contributions dollar for dollar up to the first 3% of your gross salary, and 50% of the next 2% of your gross salary.
• Monthly incentives!