Financial Services Consultant I
2 weeks ago
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. The ideal candidate has a strong consulting and customer service background, a collaborative spirit and is passionate about helping others achieve their goals.
What you will need to be successful:
- At least one year of relevant customer service experience required with prior consulting and sales experience highly preferred
- 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 required
- 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
- Prior cash handling experience and general computer skills highly preferred
- Bilingual English/Spanish preferred
- A positive atmosphere and supportive team
- Initial and on-going 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
Since it began in 1954, Oregon State Credit Union has been a member-owned, not-for-profit financial services institution. We exist for the benefit of our member-owners, and not to profit from them. That's what makes us different from banks and how we're able to create financial solutions that make lives better. 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.
Work type: Full-time, On-Site and Non-Exempt
Schedule: Must be available for work Mon-Fri between the hours of 8 am and 6:15 pm
Compensation: $20-23/hr DOE + bonus and incentives
Oregon State Credit Union is an equal opportunity employer, including veterans and individuals with disabilities.
The information above provides the general nature of work performed in this position and outlines primary qualifications. The successful candidate must be able to demonstrate that they have the legal right to work in the US and pass a background screening to the satisfaction of Oregon State Credit Union.
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