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Customer Service Associate

2 months ago

Lake Oswego, Oregon, United States NWCUA Full time

Position Summary:

  • Deliver outstanding customer support and foster strong relationships with clients.
  • Manage and oversee consumer and business accounts, including IRAs, CDs, and loans.
  • Assess client requirements, propose suitable solutions, and leverage available resources efficiently.
  • Initiate outbound communications to enhance and expand lending and deposit partnerships.
  • Serve as a communication bridge between clients and relevant departments to address concerns effectively.
  • Handle cash transactions and ensure adherence to Credit Union policies.
  • Collaborate with the branch team and contribute to the overall efficiency of branch operations.

Qualifications:

  • High school diploma or equivalent.
  • 1-2 years of experience in a banking or financial environment.
  • Prior experience in retail sales or customer service is preferred.
  • Bilingual abilities are a plus.
  • Proof of full vaccination status or approved exemption is required.

About NWCUA:

NWCUA is a dedicated financial institution committed to delivering exceptional services to its members. Become a part of a vibrant team and play a key role in the branch's success while advancing your career in the financial sector.