Oregon State Credit Union
Financial Services Consultant I
Oregon State Credit Union, Newport, Oregon, United States, 97365
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, 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
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 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.
Seniority level: Entry level
Employment type: Full‑time
Job function: Finance and Sales
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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, 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
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 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.
Seniority level: Entry level
Employment type: Full‑time
Job function: Finance and Sales
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