Financial Advocate-Bend Branch Full Time

Respect.

Integrity.

Ethics.

Compassion.

Humor.

At our Credit Union these five core values arent 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 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.

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

Upon completion of your 6th month of employment, youre eligible to enroll in Central Willamettes 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.

Monthly incentives! 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, and always acting in their best interest with integrity and respect.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.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.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.

40% Sales and Service Excellence 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.Accountable f...