Financial Advocate - Newport

Financial Advocate

As a Financial Advocate at Central Willamette, your role is pivotal in embodying our vision to serve to build better lives and communities together. You are tasked with providing exceptional, ethical service, anticipating and addressing our members' financial needs with our suite of products and services. Acting as a personal consultant, you will guide members through their financial journeys with convenient, accessible, and affordable solutions, both in-person and remotely. Success in this role depends on your ability to proactively uncover and meet member needs and deepen relationships resulting in increased adoption of products and services, enhanced protection of their assets, and consistently stellar member satisfaction ratings.

Essential Functions and Responsibilities

40% Member Financial Advocacy and Education :

• Serve as members' personal financial advocate by understanding their financial needs and goals, offering proactive solutions to save or earn money.
• Offer financial education, use every interaction to build trust, uncover opportunities to assist members, and develop loyal promoters.
• Help members learn how to utilize self-service options and existing technology for their financial well-being.
• Show initiative in expanding knowledge in areas like credit building, mortgage lending, debt consolidation, savings, retirement, business banking, budgeting, and digital solutions.

30% Sales and Service Excellence :

20% Operational and Compliance Responsibilities :

10% Member Engagement and Problem Resolution :

Qualifications :