Member Advocate

Primary Duties

• Work with members in-person to leverage excellent consultation and sales skills to proactively assist new and existing members to open new accounts, apply for loans, and learn about and be referred to other lines of business
• Perform all types of monetary/non-monetary transactions using knowledge of fraud prevention, excellence in service, and accuracy in transactions processed
• Continuously develop knowledge of credit union products and services, as well as the internal computer systems used to manage member accounts
• Collaborate with other staff in branches or departments to research and resolve questions or concerns
• Exceed sales and service goals designed with a member focus

Requirements

• High School or equivalent certificate
• Minimum of one year of work experience in a fast-paced customer service role that includes experience assisting customers in person or by telephone
• Strong communication and interpersonal skills and experience in using technology to accomplish work
• Experience in a credit union or bank aiding with financial services products and using cross-selling skills is helpful
• Experience with NMLS and as a Notary Public in Oregon/Washington
• Experience with cash handling preferred
• Spanish-speaking skills preferred

Benefits

• Maintaining wellness and work/life balance is an important part of the Unitus culture. Our benefits are a reflection of this commitment.
• Maintains medical, dental, and vision coverage through a flexible spending account (FSA) and health savings account (HSA)
• Accrues up to 20 days of Paid Time Off (PTO) during the first twelve months of employment
• Recognizes 12 paid holidays per year
• Offers a 401(k) retirement savings plan
• Annual incentives (eligibility dependent)
• Provides an Employee Assistance Plan
• Tuition reimbursement and student loan debt repayment options
• Includes transit and parking benefits
• Offers Paid Volunteer Time Off