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Jobs · Finance · Oregon

Financial Services Consultant I - Floater

Oregon State Credit Union · Philomath, OR · 1 mo ago
Finance$21.41/hrFull-time

About the role

Do you thrive in a dynamic environment where you can make a meaningful impact on people's financial well-being? 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. As a Financial Services Consultant I, you will play a crucial role in helping our members build and maintain a solid financial foundation. This includes opening new membership accounts, consulting with members on consumer lending needs and educating them on available products and services relevant to their situation, researching inquiries and ensuring follow-through to resolution, and handling basic transactions such as deposits and withdrawals. Our Financial Services Consultant role is heavily relationship-based with a strong focus on getting to know our members personally to better understand their needs and provide tailored financial solutions that are in their best interest.

Responsibilities

  • 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
  • Build relationships with members to understand their needs and provide tailored financial solutions

Requirements

  • At least one year of relevant customer service experience
  • Prior consulting and sales experience highly preferred
  • High School Diploma or GED equivalent required

Qualifications

  • Positive attitude and proven ability to drive sales through excellent service
  • Strong interpersonal skills with the ability to communicate effectively
  • Demonstrates strong aptitude to problem solve independently and resolve challenges using available resources
  • Excellent organizational skills with the ability to prioritize and manage time successfully

Skills

  • Prior cash handling experience highly preferred
  • General computer skills highly preferred
  • Bilingual English/Spanish preferred

Benefits

  • Positive atmosphere and supportive team
  • Initial and ongoing training with promotion opportunities
  • Competitive wages, incentive bonuses, paid holidays and paid time off
  • 401k Retirement Savings 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, company clothing, wellness and recognition programs

Pay

$21.41/hr DOE + bonus, travel stipend, and incentives

Schedule

Full‑time, On‑Site and Non‑Exempt; must be available for work Mon‑Fri between the hours of 8 am and 6:15 pm

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