Member Advocate (Banker)
Embold Credit Union-McMinnville, OR
Full-Time
55 days ago

Position Summary:

The Member Advocate (Banker) position is responsible for providing a world-class service experience for our members by offering a variety of member-focused solutions and transactions.  The Member Advocate interacts with our members in person and via Credit Union technology including phone systems, online chat, and email.  This position is responsible for helping our members reach their financial goals by providing information on and cross-selling our exciting services, products, and promotions.  This position level has the additional responsibility of providing mortgage lending services (Home Equity).

At Embold Credit Union, each employee has the opportunity to improve lives by offering world-class service. 

THIS JOB IS ELIGIBLE FOR A $1000 NEW HIRE BONUS**

Work Schedule

FULL-TIME - 8:45 AM – 5:45 PM Monday thru Friday, with alternating Saturdays (required) from 8:45 AM – 1:15 PM

Pay Range

Based on experience ranging from $20.00 - $25.00 per hour

Those who are FLUENT in Spanish are eligible for a language differential rate increase.

If you are ready to partner with an organization whose mission is to improve lives and has been serving Clackamas County for over 60 years. Apply now! Your new career awaits.

Benefits: Here are a few of our great benefits. 

Medical, Vision and Dental- Generous PTO-401k- Education Reimbursement & Student Loan Repayment Assistance and the onsite gym at administrative headquarters.

Requirements

Requirements

Experience:

REQUIRED:  Two years of similar or related duties (as outlined in the essential functions), including time spent in similar or preparatory positions.

PREFERRED:  Greater than two years of similar or related duties.

Education:

REQUIRED:  A high school degree or GED.

PREFERRED:  A two-year college degree or completion of a specialized course of study.

Management Scope:

Has no supervisory/managerial responsibilities.

Interpersonal Skills:

A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with members, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.

Independent Judgement:

Specific standards and operating procedures provide some options and latitude for independent decision and action. The employee uses initiative in carrying out recurring assignments independently without specific instruction, but refers deviations, problems, and unfamiliar situations not covered by instructions to the supervisor for decision or help. Decisions are usually limited to choosing between two or three known options. Decisions normally take the form of recommendations or giving input.

Mental Complexity:

Problems encountered are relatively simple in nature, requiring some analysis or research to determine the best solution from a limited number of prescribed options. Generally, average transactions and tasks can take between 15 minutes and 30 minutes.

Organizational Impact:

Has little or no noticeable authority to make decisions or responsibility to generate results that would impact the overall company goals and objectives and would not have budgetary responsibilities. The impact of the job would generally effect the services or product, which an individual member or employee would receive.

Potential for Error:

Limited supervision and inspection of work. Errors can be difficult to detect and resolve and/or the consequences of potential errors can be of significance including, but not limited to lawsuits, lost assets or revenue of a significant value or poor external audit.

Physical Requirements:

Perform primarily sedentary work with limited physical exertion and lifting up to 10lbs regularly; on occasion lifting up to 30lbs.

Must be capable of climbing / descending stairs in emergency situation.

Must be able to operate routine office equipment; e.g. computer, telephone, scanner, copier, facsimile, and calculator. 

Must be able to sit or stand for long periods of time.

Must be able to routinely perform work on computer for an average of 6-8 hours per day.

Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities.

Must be capable of regular, reliable and timely attendance.

Working Conditions: 

This job operates in a professional environment. 

Days and hours of work will be established to cover office operations, typically ranging Monday through Saturday. 

Must be able to work extended hours whenever required or requested by management. 

This position may be required to travel to other branches for coverage, and to all staff meetings. 

Potential exposure to hazards, i.e. robbery, etc.

Mental and/or Emotional Requirements:

Must be able to perform job functions independently and work effectively as part of a team.

Must be able to plan and direct the work activities of self and others.

Must be able to read and carry out various written and oral instructions.

Must be able to speak clearly and deliver information in a logical and understandable sequence.

Must be able to perform basic financial calculations with extreme accuracy.

Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of member service and discretion when dealing with the public.

Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.

Must be able to effectively handle multiple, simultaneous, and changing priorities.

Must be capable of exercising highest level of discretion on both internal and external confidential matters.

 
POSITION REQUIREMENTS

Essential skills

  • Two (2) years prior experience in retail sales or service; financial services experience preferred
  • Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections
  • Excellent verbal and written communication skills; able to express ideas concisely and logically
  • Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment
  • Ability to work in fast-paced environment and meet deadlines without sacrificing accuracy and service
  • Strong critical thinking and decision-making skills with attention to detail
  • Working knowledge of Microsoft Office Suite
  • High School Diploma or equivalent
  • This position requires NMLS registration at the time of employment. Clackamas Federal Credit Union will initiate the NMLS registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position.
 
POSITION2023_Member Advocate  
FULL-TIME/PART-TIMEFull-Time  
LOCATIONMcMinnville Branch  
HOURLY RATE RANGEBased on experience ranging from 20.00 - 25.00 per hour  
OPEN DATE3/8/2024  
CLOSE DATE 
REQ NUMBERBRA-24-00011  
EOE STATEMENTWe are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  
 

THIS POSITION IS CURRENTLY ACCEPTING APPLICATIONS.

Location

Embold McMinnville Branch

2668 OR-99W 

McMinnville, OR 97128 

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