Financial Advocate-Spanish Speaker

Join to apply for the Financial Advocate-Spanish Speaker role at Central Willamette Credit Union

Respect. Integrity. Ethics. Compassion. Humor.

At our Credit Union these five core values aren’t just words on a wall, they are our daily way of life. Our purpose is to build local loyalty, connect to community and make life easier for those we serve. To accomplish this, we hire team members who demonstrate a strong desire to serve others, who embrace change, who are eager to learn, and who enjoy a good laugh.

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

Success in this role depends on your ability to proactively uncover and meet member needs and deepen relationships resulting in increased adoption of products and services, enhanced protection of their assets, and consistently stellar member satisfaction ratings.

• 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 the achievement of our strategic organizational goals.
• Upon completion of your 6th month of employment you’re eligible to enroll in Central Willamette’s 401(k) program. Central Willamette 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!

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

• Establish rapport with members, ask open‑ended questions, present solutions, address concerns, and finalize decisions assertively.
• 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, as 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, including 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, including outbound calling, community engagement, and financial education.
• Research and resolve member requests, concerns, and inquiries, ensuring favorable resolution.
• Perform additional duties as assigned.

• Familiarity with financial products and services offered by credit unions, such as loans, deposits 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…