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Financial Services Consultant I
Financial Services Consultant IOregon State Credit Union • Mcminnville, OR, US
Financial Services Consultant I

Financial Services Consultant I

Oregon State Credit Union • Mcminnville, OR, US
3 days ago
Job type
  • Full-time
Job description

Overview

Join to apply for the Financial Services Consultant I role at Oregon State Credit Union

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, 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. This role is heavily relationship-based with a focus on getting to know our members personally to 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 a passion for helping others achieve their goals.

Responsibilities

  • Open new membership accounts
  • Consult with members on consumer lending needs
  • Educate members on available products and services relevant to their situation
  • Research inquiries and ensure follow-through to resolution
  • Handle basic transactions such as deposits and withdrawals
  • Develop strong member relationships to understand needs and provide tailored financial solutions

Qualifications

  • At least one year of relevant customer service experience; prior consulting and sales experience highly preferred
  • High School Diploma or GED equivalent
  • Positive attitude and proven ability to drive sales through excellent service
  • Strong interpersonal skills with the ability to communicate effectively
  • Ability to problem solve independently and resolve challenges using available resources
  • Excellent organizational skills with the ability to prioritize and manage time
  • Prior cash handling experience and general computer skills are highly preferred
  • Bilingual English / Spanish preferred

    • Compensation and Benefits

  • Compensation : $20-23 / hr DOE + bonus and incentives
  • Benefits include 100% credit-union-paid medical, vision, dental, life, and disability insurance; dependent coverage also available
  • 401k retirement savings plan with a generous credit union match
  • Tax-saving Flexible Spending and Health Savings Plans
  • Premier membership perks, wellness and recognition programs

    • Work Details

    Work type : Full-time, On-Site and Non-Exempt

    Schedule : Mon-Fri between 8 : 00 am and 6 : 15 pm

    Note : 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 legal right to work in the US and pass a background screening.

    Equal Opportunity

    Oregon State Credit Union is an equal opportunity employer, including veterans and individuals with disabilities.

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    Financial Consultant • Mcminnville, OR, US