Financial Advocate-Bend

At our Credit Union, five core values—Respect, Integrity, Ethics, Compassion, Humor—are more than words; they guide our daily actions. 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, learn eagerly, and enjoy a good laugh.

As a Financial Advocate at Central Willamette, your role is pivotal in embodying our vision to build better lives and communities together. You will provide exceptional, ethical service, anticipating and addressing members’ financial needs with our suite of products and services. Acting as a personal consultant, you guide members through their financial journeys, offering convenient, accessible, and affordable solutions both in-person and remotely.

Success depends on proactively uncovering and meeting member needs, deepening relationships, increasing product adoption, protecting assets, and consistently delivering stellar member satisfaction.

• 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 on the achievement of our strategic goals.
• Upon completion of your sixth month of employment you’re eligible to enroll in Central Willamette’s 401(k) program. Central Willamette will match contributions dollar for dollar up to the first 3% of your gross salary, and 50% of the next 2%.
• Monthly incentives.

• Serve as members’ personal financial advocate by understanding their needs and goals, offering proactive solutions to save or earn money.
• Offer financial education, build trust, uncover opportunities, and develop loyal promoters.
• Help members learn how to use self‑service options and existing technology for their well‑being.
• Show initiative in expanding knowledge of credit building, mortgage lending, debt consolidation, savings, retirement, business banking, budgeting, and digital solutions.

• Establish rapport, ask open‑ended questions, present solutions, address concerns, and finalize decisions assertively.
• Accountable for achieving 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.

• Ensure timely follow‑up, maintain accurate documentation, uphold quality controls, and take ownership of improvement opportunities.
• Perform branch duties: tellering, lobby management, opening and closing responsibilities, and problem‑solving.
• Complete all required education, training, and professional development.
• Comply with CWCU policies, State and Federal regulations, and Information Protection requirements.

• Engage in proactive member activities: outbound calling, community engagement, and financial education.
• Research and resolve member requests, concerns, and inquiries for favorable resolution.
• Perform additional duties as assigned.

• Familiarity with financial products and services offered by credit unions.
• Understanding of the difference between banks and credit unions.
• Strong ability to learn and use multiple platforms, software, and databases.
• Excellent verbal and written communication skills to explain complex concepts in English.
• Capacity to build and maintain strong relationships with members.
• Ability to assess financial situations, identify opportunities, and offer tailored solutions.
• Willingness to work collaboratively with coworkers for seamless member experience.
• Professional image when dealing with members, coworkers, and outside contacts.
• Independence and teamwork using discretion and sound judgment in decision‑making.
• Reliable attendance and…