Abrar Admin

Central Willamette Credit Union

<div>Respect. Integrity. Ethics. Compassion. Humor.
At our Credit Union these five core values aren&rsquo;t just words on a wall, they are our daily way of life. Our purpose is to build local loyalty; connect to community and make life easier for those we serve. To accomplish this, we hire team members who demonstrate a strong desire to serve others, who embrace change, who are eager to learn, and who enjoy a good laugh. 

As a Financial Advocate at Central Willamette, you play a vital role in fulfilling our mission to build better lives and stronger communities. You will deliver exceptional, ethical service by anticipating and addressing our members&rsquo; financial needs through our comprehensive suite of products and services. Acting as a trusted consultant, you will guide members on their financial journeys, offering convenient, accessible, and affordable solutions. Proficiency in Spanish is a mandatory requirement for this position. Candidates who are fluent in Spanish are eligible for a language proficiency pay differential. Schedule is Monday-Friday Days. 


This role offers a comprehensive benefits package that includes:
<ul><li>
2 weeks' vacation in the first year, 3 weeks in the second year, and 4 weeks starting the third year.</li><li>
10 paid holidays each year.</li><li>
5 paid sick days annually.</li><li>
Medical, dental, and vision insurance effective the first of the month following your hire date.</li><li>
Eligible for a semi-annual incentive of 2.5 (5% yearly) of your annual salary based upon the achievement of our strategic organizational goals.</li><li>

Upon completion of your 6th month of employment, you&rsquo;re eligible to enroll in Central Willamette&rsquo;s 401(k) program. Central Willamette Credit Union will match your contributions dollar for dollar up to the first 3% of your gross salary, and 50% of the next 2% of your gross salary.
</li><li>
Monthly incentives!</li></ul> 


ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

40% Member Financial Advocacy and Education
<ul><li>
Serve as members' personal financial advocate by understanding their financial needs and goals, offering proactive solutions to save or earn money, and always acting in their best interest with integrity and respect.</li><li>
Offer financial education and use every interaction to build trust, uncover opportunities to assist members, and develop loyal promoters, demonstrating strong communication and a genuine commitment to enhancing the member experience.</li><li>
Help members learn how to utilize self-service options and existing technology for their financial well-being, showing patience and adaptability while continuously seeking ways to improve their experience.</li><li>
Show initiative in expanding knowledge in areas like credit building, mortgage lending, debt consolidation, savings, retirement, business banking, budgeting, and digital solutions, reflecting a commitment to continuous learning and improvement.</li></ul>

40% Sales and Service Excellence
<ul><li>
Establish rapport with members, ask open-ended questions, present solutions, address concerns, and finalize decisions assertively, using effective communication and sound judgment to ensure members feel heard and valued.</li><li>
Accountable for achieving individual and branch goals related to deposit, membership, and lending growth through service excellence, demonstrating a results-driven mindset and a focus on team success.</li><li>
Provide exceptional member service to create memorable experiences, as measured by products per household, loan products with debt protection, and high net promoter scores, consistently striving to exceed expectations and enhance the member journey.</li></ul>

10% Operational and Compliance Responsibilities
<ul><li>
Ensure timely follow-up, maintain accurate documentation, uphold quality controls, and take ownership of improvement opportunities, applying attention to detail and decision quality in all operational tasks.</li><li>
Perform branch duties, including tellering, lobby management, opening and closing responsibilities, and problem-solving, while maintaining professionalism and supporting a collaborative team environment.</li><li>
Complete all required education, training, and professional development, demonstrating a commitment to continuous learning and staying current with industry best practices.</li><li>
Comply with CWCU policies, State and Federal regulations, and Information Protection requirements, upholding the highest standards of ethics, trust, and confidentiality.</li></ul>

 10% Member Engagement and Problem Resolution
<ul><li>
Engage in proactive member activities, including outbound calling, community engagement, and financial education, representing CWCU with compassion and building strong relationships within the community.</li><li>
Research and resolve member requests, concerns, and inquiries, ensuring favorable resolution by listening actively, communicating clearly, and taking ownership of outcomes.</li><li>
Perform additional duties as assigned, demonstrating flexibility, a positive attitude, and a willingness to support the team and organization as needed.</li></ul> 


QUALIFICATIONS
<ul><li>
Familiarity with financial products and services offered by credit unions, such as loans, deposits accounts, and savings options.</li><li>
Proficiency in Spanish.</li><li>
Understanding of the difference between banks and credit unions.</li><li>
Strong ability to quickly learn and use multiple platforms, software, and databases to manage member requests.</li><li>
Excellent verbal and written communication skills to clearly explain complex financial concepts and options to members of varying levels of financial literacy, in the English language.</li><li>
Capacity to build and maintain strong relationships with members, fostering trust and loyalty through consistent, positive interactions.</li><li>
Ability to assess members' financial situations, identify opportunities, and offer tailored solutions that align with their goals.</li><li>
Willingness to work collaboratively with coworkers to ensure a seamless member experience.</li><li>
Ability to present a professional image when dealing with members, co-workers, and outside contacts.</li><li>
Ability to work independently, and as a team member, by using discretion in decision making and sound judgement in problem solving.</li><li>
Excellent organizational skills, with the ability to prioritize and complete multiple tasks and process large volumes of account transactions efficiently and accurately.</li><li>
Ability to problem-solve, demonstrate active listening, and de-escalate situations.</li><li>
Goal-oriented mindset with a strong desire to exceed expectations.</li><li>
Commitment to advocating for members and helping them achieve financial stability.</li><li>
Ability to adapt schedule to meet branch and member needs.</li></ul> 


EDUCATION/EXPERIENCE REQUIREMENTS
<ul><li>
High school diploma or equivalent required.</li><li>
Minimum of 3 years of work experience in customer service or sales roles required.</li><li>
Must possess strong foundation in relationship-building and consultative sales skills.</li><li>
Prior experience in financial services or a related field preferred.</li><li>
Proven track record of excellent customer service and goal achievement.</li><li>
Working knowledge of personal computers, word processing and spreadsheets.</li>
Working knowledge of current State, Federal, and other regulations applicable to consumer lending and savings. 
<li>
</li></ul>Apply today and join a team that is committed to your success and the success of our community! 


Salary range 19.48-$24.35 per hour</div>

Financial Advocate Bend- Spanish Speaker

<div>Join Our Team as a Teller!

At Central Willamette Credit Union, our core values&mdash;Respect, Integrity, Ethics, Compassion, and Humor&mdash;aren&rsquo;t just words; they define how we serve our members and support each other every day. Our mission is simple: to build stronger communities by making life easier for those we serve. 


POSITION PURPOSE

The Teller provides excellent member service, performs teller functions, identifies cross-sell opportunities, and supports administrative needs in alignment with the Credit Union&rsquo;s mission and philosophy. This role requires strong communication, sound decision-making, a commitment to continuous learning, a focus on enhancing the member experience, and a drive to achieve results. 


We offer many benefits including:

v 2 weeks of vacation- increasing to 3 weeks after your first year
v 10 paid holidays each year

v 5 paid sick days annually

v Paid Training provided

v Medical, dental, and vision insurance effective the first of the month following your hire date

v Eligible for a semi-annual incentive of 2.5% (5% yearly) of your annual salary based upon the achievement of our strategic organizational goals

v Central Willamette Credit Union will match your contributions dollar for dollar up to the first 3% of your gross salary, and 50% of the next 2% of your gross salary. 


ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
<ul><li>
Cash Handling and Transactions &ndash; 35% 
Process a variety of cash transactions, including accepting savings and loan payments, disbursing Line of Credit and Visa loan advances, and handling miscellaneous cash transactions. This includes balancing the cash drawer daily and assisting with the vault and cash recycler balances. Process night depository, and record end-of-day reports.</li><li>
Member Services and Account Maintenance &ndash; 20% 
Provide routine information on Credit Union services and member accounts. Open and close accounts as needed, handle internal recurring transfers, stop payment requests, wire transfers, ACH forms, and additional share accounts.</li><li>
Cross-Selling and Member Education &ndash; 20% 
Promote and educate members on Credit Union products and services. Meet targeted cross-sell goals per the incentive plan and guide members in selecting products to meet their needs.</li><li>
Operational Support &ndash; 15% 
Complete daily branch operational tasks, including preparing checks for processing, ordering checks through the vendor, and handling month-end tasks as required. Open and close the department efficiently each day.</li><li>
Compliance and Training &ndash; 10% 
Adhere to all Credit Union policies, procedures, and state and federal regulations. Participate in required training and assist colleagues in understanding procedures and practices to ensure compliance with CW values and Information Protection requirements.</li></ul> 


QUALIFICATIONS
<ul><li>Strong verbal and written communication skills.</li><li>
Proficiency in basic math with a high degree of accuracy.</li><li>
Good organizational and clerical skills; proficiency with PC applications and the ability to learn new software.</li><li>
Ability to maintain a professional image when interacting with members and colleagues.</li><li>
Able to work both independently and collaboratively, exercising sound judgment in decision-making.</li><li>
Proficient at handling large volumes of transactions efficiently and accurately.</li><li>
Goal-oriented, with a focus on exceeding established expectations.</li><li>
Strong organizational skills with the ability to prioritize multiple tasks.</li><li>
Excellent interpersonal skills, handling member inquiries fairly and consistently.</li></ul> 


EDUCATION/EXPERIENCE REQUIREMENTS
<ul><li>
High school diploma or GED required.</li><li>
Minimum of 12 months prior experience in a teller role, financial institution, retail, or customer service position involving cash handling.</li></ul> 


PHYSICAL REQUIREMENTS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
<ul><li> Ability to work branch hours including Saturdays</li></ul>
<ul><li> Full-time hours required, with additional hours as necessary to accomplish objectives, goals and projects.</li></ul>
<ul><li> Ability to sit or stand within proximity of a computer terminal for extended periods.</li></ul>
<ul><li> Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.</li></ul> 


 Salary $15.98-$19.97 per hour</div>

Teller-Waverly Branch

Join Central Willamette Credit Union and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Central Willamette Credit Union

About Company

Financial Advocate Bend- Spanish Speaker

Teller-Waverly Branch