Lead Care Consultant jobs in United States
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orsa credit union · 7 hours ago

Lead Care Consultant

Orsa Credit Union is a community-focused financial institution that emphasizes exceptional member experiences. The Lead Care Consultant supports members with complex financial needs, mentors team members, and reinforces best practices in relationship-based care.

BankingCreditFinancial ServicesNon Profit

Responsibilities

Handle Complex and High-Impact Member Needs
Model Best-in-Class Relationship Care
Provide Peer Support and Mentorship
Reinforce Knowledge Application and Readiness
Support Completion and Relationship Depth
Collaborate with Leaders and Partners
Strengthen Culture and Team Confidence
Perform other duties as directed by leadership

Qualification

Fiduciary products knowledgeDigital products knowledgeTrainingLeadership experienceMentoringMicrosoft Suite proficiencyService industry experienceTeam member developmentEffective communication

Required

High school diploma or equivalent
Minimum two years' experience as a service representative in the retail or service industry or equivalent experience
Demonstrated knowledge of fiduciary products and services
Extensive and demonstrative knowledge of digital products and services offered by the credit union
Experience and a passion for leadership, performance management, and team member development
Demonstrated ability to effectively communicate in a training and mentoring setting
Proficiency using Microsoft Suite

Benefits

Comprehensive medical, dental, and vision plans
Four weeks of PTO for all full-time team members
Up to 12-weeks paid paternity/maternity leave
Lifestyle Accounts to help with your personal wellbeing
Family Health Benefits
Paid time off to observe all Federal Holidays
Flexible work options depending on position
A generous 401k match
Numerous employee engagement activities
Community Resource Groups
Paid time off for occasions such as volunteering, caregiving, and family events

Company

orsa credit union

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orsa credit union is a not-for-profit, full-service financial institution built to protect people, strengthen communities, and create joy.

Funding

Current Stage
Growth Stage

Leadership Team

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Meg Pankow
SVP/CFO
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Scott Cameron
SVP / Chief Financial Officer
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Company data provided by crunchbase