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. We are expanding into a new geography and are looking for like-minded individuals to join us and help establish the Credit Union in a new community.
As a Financial Services Consultant II, you will play a key 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 providing education on any relevant product and service offerings including Mortgage, Commercial and IRA accounts. This role is heavily relationship-based with a strong focus on getting to know members to better understand their needs and provide tailored financial solutions that are in their best interest. The Financial Services Consultant II also may serve as a Notary and provide peer mentorship to new employees within the team. The ideal candidate blends their proven financial industry knowledge and consulting experience with a collaborative spirit, effective problem-solving skills, and a clear passion for helping others achieve their financial goals.
What you will need to be successful:
- Two years of credit union or financial institution experience required with prior consulting and sales experience highly preferred
- High School Diploma or GED equivalent required
- Prior cash handling experience highly preferred
- Positive attitude and proven ability to drive sales through excellent service
- Strong interpersonal skills with the ability to communicate effectively is required
- Demonstrates strong aptitude to problem-solve independently and resolve challenges utilizing available resources
- Excellent organizational skills with the ability to prioritize and manage time successfully
- Showcases strong collaboration skills and adaptability when working within a cohesive team environment
- Bilingual English/Spanish preferred
Ways we'll appreciate you:
- 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
Schedule: Must be available for work Mon-Fri between the hours of 8 am and 6:15 pm
Compensation: $22-24/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.
Report job
