Financial Advocate-Pacific​/Albany Branch

Overview

Respect. Integrity. Ethics. Compassion. Humor are core values that guide our everyday actions at the Credit Union. Our purpose is to build local loyalty, connect to community, and make life easier for those we serve. We hire team members who demonstrate a strong desire to serve others, embrace change, are eager to learn, and enjoy a good laugh.

• 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 achievement of strategic organizational goals.
• After the 6th month of employment, you’re eligible to enroll in Central Willamette’s 401(k) program. The 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.

• Member Financial Advocacy and Education
  • Serve as members’ personal financial advocate, understanding their needs and goals, offering proactive solutions, and acting in their best interest with integrity and respect.
  • Provide financial education and build trust to develop loyal promoters, demonstrating strong communication and a genuine commitment to enhancing the member experience.
  • Help members learn to use self‑service options and existing technology, showing patience and adaptability while continuously improving their experience.
  • Show initiative in expanding knowledge in areas such as credit building, mortgage lending, debt consolidation, savings, retirement, business banking, budgeting, and digital solutions.
• 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.
  • Accountable for achieving individual and branch goals related to deposit, membership, and lending growth through service excellence.
  • Provide exceptional member service to create memorable experiences, measured by products per household, loan products with debt protection, and high net promoter scores.
• Operational and Compliance Responsibilities
  • Ensure timely follow‑up, maintain accurate documentation, uphold quality controls, and take ownership of improvement opportunities.
  • Perform branch duties, including tellering, lobby management, opening and closing responsibilities, and problem‑solving, while maintaining professionalism.
  • Complete all required education, training, and professional development.
  • Comply with CWCU policies, state and federal regulations, and information protection requirements.
• Member Engagement and Problem Resolution
  • Engage in proactive member activities such as outbound calling, community engagement, and financial education.
  • Research and resolve member requests, concerns, and inquiries, ensuring favorable resolution.
  • Perform additional duties as assigned, demonstrating flexibility and a positive attitude.

• Familiarity with financial products and services offered by credit unions, such as loans, deposit accounts, and savings options.
• Understanding of the difference between banks and credit unions.
• Strong ability to quickly learn and use multiple platforms, software, and databases to manage member requests.
• Excellent verbal and written communication skills to explain complex financial concepts to members with varying levels of financial literacy.
• Capacity to build and maintain strong relationships with members, fostering trust and loyalty through consistent, positive interactions.
• Ability to assess members’ financial situations, identify opportunities, and offer tailored solutions that align with their goals.
• Willingness to work collaboratively with coworkers to ensure a seamless member experience.
• Ability to present a professional image when dealing with members, coworkers, and outside contacts.
• Ability to work independently, use discretion in decision making, and exercise sound judgment in problem solving.
• Excellent organizational skills, with the ability…