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Wealth Management Concierge
Job in
Eugene, Lane County, Oregon, 97403, USA
Listed on 2026-07-19
Listing for:
OCCU | Oregon Community Credit Union
Full Time
position Listed on 2026-07-19
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
OCCU, a member-owned credit union based in Eugene, Oregon, seeks a Wealth Management Coordinator to support our Wealth Management team and deliver exceptional member experience onsite. This role coordinates appointments, onboarding, and service requests while handling confidential financial information with professionalism.
The ideal candidate has 2+ years of administrative or customer service experience, strong MS Office skills, and excellent communication.
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