Financial Advocate-Lebanon

Overview

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, you play a vital role in fulfilling our mission to build better lives and stronger communities. You will deliver exceptional, ethical service by anticipating and addressing our members’ financial needs through our comprehensive suite of products and services. Acting as a trusted consultant, you will guide members on their financial journeys, offering convenient, accessible, and affordable solutions.

• 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, and always acting in their best interest with integrity and respect.
• Offer financial education and use every interaction to build trust, uncover opportunities to assist members, and develop loyal promoters, demonstrating strong communication and a genuine commitment to enhancing the member experience.
• Help members learn how to utilize self-service options and existing technology for their financial well‑being, showing patience and adaptability while continuously seeking ways to improve their experience.
• Show initiative in expanding knowledge in areas like credit building, mortgage lending, debt consolidation, savings, retirement, business banking, budgeting, and digital solutions, reflecting a commitment to continuous learning and improvement.

• Establish rapport with members, ask open-ended questions, present solutions, address concerns, and finalize decisions assertively, using effective communication and sound judgment to ensure members feel heard and valued.
• Accountable for achieving individual and branch goals related to deposit, membership, and lending growth through service excellence, demonstrating a results‑driven mindset and a focus on team success.
• Provide exceptional member service to create memorable experiences, as measured by products per household, loan products with debt protection, and high net promoter scores, consistently striving to exceed expectations and enhance the member journey.

• Ensure timely follow‑up, maintain accurate documentation, uphold quality controls, and take ownership of improvement opportunities, applying attention to detail and decision quality in all operational tasks.
• Perform branch duties, including tellering, lobby management, opening and closing responsibilities, and problem‑solving, while maintaining professionalism and supporting a collaborative team environment.
• Complete all required education, training, and professional development, demonstrating a commitment to continuous learning and staying current with industry best practices.
• Comply with CWCU policies, State and Federal regulations, and Information Protection requirements, upholding the highest standards of ethics, trust, and confidentiality.

• Engage in proactive member activities, including outbound…