Financial Advocate-Bend Branch Spanish Speaker
Brief Description
At Central Willamette Credit Union, our five core values guide us every day. We aim to build local loyalty and strengthen our communities by serving our members ethically and effectively. We hire individuals who embody our values of serving others, embracing change, learning, and enjoying a good laugh. As a Financial Advocate, you'll play a crucial role in fulfilling our mission.
Essential Functions and Responsibilities
Serve as members' personal financial advocates by understanding their needs, offering solutions, and acting with integrity.
Offer financial education and build trust through every interaction, using patience and adaptability to improve 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.
Establish rapport with members, ask open-ended questions, present solutions, and ensure they feel heard and valued.
Achieve individual and branch goals related to deposit, membership, and lending growth through service excellence.
Create memorable experiences for members, focusing on products per household, loan products with debt protection, and high net promoter scores.
Engage in proactive member activities, research and resolve requests, concerns, and inquiries, and ensure favorable resolutions.
Qualifications
Familiarity with financial products and services offered by credit unions, such as loans, deposits, and savings options.
Proficiency in Spanish.
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 explain complex financial concepts and options clearly.
Capacity to build and maintain strong relationships with members, fostering trust and loyalty.
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, using discretion in decision making and sound judgement in problem solving.
Excellent organizational skills, prioritizing and completing tasks 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.
Ability to adapt schedule to meet branch and member needs.
Education/Experience Requirements
High school diploma or equivalent required.
Minimum of 3 years of work experience in customer service or sales roles required.
Prior experience in financial services or a related field preferred.
Proven track record of excellent customer service and goal achievement.
Working knowledge of personal computers, word processing, and spreadsheets.
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.
Semi-annual incentive of 2.5% (5% yearly) of your annual salary based upon the achievement of our strategic organizational goals.
Eligible for a semi-annual incentive of 2.5% (5% yearly) of your annual salary based upon the achievement of our strategic organizational goals.
Enrollment in Central Willamette's 401(k) program after 6 months of employment, with a company match of 100% of the first 3% and 50% of the next 2% of your gross salary.