Unitus Community Credit Union · 9 hours ago
Member Advocate
Woodburn, OR
Full-time
Onsite
Entry Level
$20/hr - $27/hr
1+ years expUnitus Community Credit Union is a people-focused organization that emphasizes culture and community involvement. They are seeking a Member Advocate to assist members with account openings, loan applications, and transactions while providing exceptional service and achieving sales goals.
CommunitiesFinanceFinancial Services
Responsibilities
Work with members in-person to leverage excellent consultation and sales skills to proactively assist new and existing members to open new accounts, apply for loans, and learn about and be referred to other lines of business
Perform all types of monetary/non-monetary transactions using knowledge of fraud prevention, excellence in service, and accuracy in transactions processed
Continuously develop knowledge of credit union products and services, as well as the internal computer systems used to manage member accounts
Collaborate with other staff in branches or departments to research and resolve questions or concerns
Exceed sales and service goals designed with a member focus
Qualification
Required
High School or equivalent certificate
Must have a minimum of one year of work experience in a fast-paced customer service role that includes experience assisting customers in person or by telephone
Strong communication and interpersonal skills and experience in using technology to accomplish work
Ability to be certified through NMLS and as a Notary Public in Oregon/Washington
Preferred
Experience in a credit union or bank aiding with financial services products and using cross-selling skills is helpful
Experience with cash handling preferred
Spanish-speaking skills preferred
Benefits
Medical + Dental + Vision
Flexible Spending Accounts + HSA
Employees accrue up to 20 days of Paid Time Off (PTO) during their first twelve months of employment
Unitus recognizes 12 paid holidays per year
401(k) Retirement Savings
Annual Incentives (•eligibility dependent)
Employee Assistance Plan
Tuition Reimbursement
Student Loan Debt Repayment
Transit & Parking benefits
Paid Volunteer Time Off
Company
Unitus Community Credit Union
Unitus is a not-for-profit financial institution which provide a variety of products and services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Steven Stapp
President and CEO
Greg Spear
Chief Financial Officer
Recent News
2025-08-14
2025-03-06
2025-02-26
Company data provided by crunchbase