Financial Services Consultant I

About the role

Join our team as a Financial Services Consultant and be a part of a community-focused credit union that values integrity, unsurpassed service, and member focus. At Oregon State Credit Union, you'll find an amazing place to work and the opportunity to help create financial solutions that make lives better.

Responsibilities

• Play a crucial role in helping our members build and maintain a solid financial foundation.
• Open new membership accounts.
• Consult with members on consumer lending needs.
• Educate members on available products and services relevant to their situation.
• Research inquiries and ensure follow-through to resolution.
• Handle basic transactions such as deposits and withdrawals.

Requirements

• At least one year of relevant customer service experience required with prior consulting, sales, and cash handling experience highly preferred.
• A High School Diploma or GED equivalent required.
• Positive attitude and proven ability to drive sales through excellent service.
• Strong interpersonal skills with the ability to communicate effectively.

Qualifications

• Bilingual in English and Spanish is highly preferred.

Skills

• Strong aptitude to problem solve independently and resolve challenges using available resources.
• Excellent organizational skills with the ability to prioritize and manage time successfully.

Benefits

• Competitive wages, incentive bonuses, paid holidays and paid time off.
• 401k Plan with a generous credit union match!
• 100% credit-union-paid employee coverage for medical, vision, dental, life and disability insurance; dependent coverage also available.
• Tax-saving Flexible Spending and Health Savings Plans.
• Premier membership perks, loan discounts, company clothing, wellness and recognition programs, and more!

Pay

$21-23/hr DOE + bonus and incentives.

Schedule

Must be available for work Mon-Fri between the hours of 8 am and 6:15 pm.

Company Information

• Founded in 1954, Oregon State Credit Union is a member-owned, not-for-profit financial services institution.
• We exist for the benefit of our member-owners, and not to profit from them.
• The service and care you'll provide for our members is at the very heart of our business and critical to both our members' and the credit union’s financial success.

Equal Opportunity Employer

Oregon State Credit Union is an equal opportunity employer, including veterans and individuals with disabilities.