Field Financial Advocate

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 Field Financial Advocate at Central Willamette Credit Union, you help build better lives and communities by delivering exceptional service and strengthening the teams you support.

Traveling between multiple branch locations, you anticipate member and team needs, build collaborative relationships, and provide ethical, consultative guidance.

You apply advanced knowledge of sales, service, operations, and technology to connect members with accessible, affordable solutions in person and remotely, communicating clearly and tailoring your approach to each members financial understanding and goals.

Success in this role requires initiative, sound judgment, and consistent follow-through to deepen relationships, achieve meaningful results, and advance branch and organizational goals.

As an experienced resource and mentor, you model Central Willamettes core values, share knowledge, and help team members build confidence and proficiency.

You use member feedback and observations across branches to recommend improvements, approach challenges with professionalism and a solutions-oriented mindset, and make informed decisions within your authority, seeking guidance when appropriate.

Through continuous learning, openness to feedback, and a commitment to operational excellence, you strengthen the member and employee experience while developing your leadership capabilities within the credit union.

Flexibility to travel to various locations on short notice and reliable personal transportation required.

This Role Offers a Comprehensive Benefits Package That Includes 2 weeks of vacation 1st year-3 weeks' vacation 2nd year then 4 weeks on 3rd year10 paid holidays each year5 paid sick days annuallyMedical, dental, and vision insurance effective the first of the month following your hire dateEligible for a semi-annual incentive of 2.5 (5% yearly) of your annual salary based upon the achievement of our strategic organizational goalsYoure 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 ESSENTIAL FUNCTIONS AND RESPONSIBILITIES 30% Member Financial Advocacy and Education Serve as members personal financial advocate by actively listening, anticipating needs, and understanding their financial goals to recommend appropriate solutions that help them save or earn money.Provide clear, relevant financial education tailored to each members level of understanding, using every interaction to build trust,...