Financial Services Consultant

Cedar Mill Branch, 11835 NW Cedar Falls Dr, Portland, Oregon, United States of America

Posted Friday, January 23, 2026 at 8:00 AM

Do you thrive in a dynamic environment where you can make a meaningful impact on people's financial well-being? Join our team as a Financial Services Consultant and be a part of a community-focused credit union that values integrity, unsurpassed service, and member focus. We are expanding into a new geography and are looking for like-minded individuals to join us and help build our brand in a new community.

As a Financial Services Consultant I, you will play a crucial role in helping our members build and maintain a solid financial foundation. This includes opening new membership accounts, consulting with members on consumer lending needs and educating them on available products and services relevant to their situation, researching inquiries and ensuring follow-through to resolution, and handling basic transactions such as deposits and withdrawals.

The Financial Services Consultant is heavily relationship-based role with a strong focus on getting to know our members personally to better understand their needs and provide tailored financial solutions that are in their best interest. The ideal candidate has a strong consulting and customer service background, a collaborative spirit and is passionate about helping others achieve their goals.

What you will need to be successful:

At least one year of relevant customer service experience required with prior consulting and sales experience highly preferred

High School Diploma or GED equivalent required

Positive attitude and proven ability to drive sales through excellent service

Strong interpersonal skills with the ability to communicate effectively required

Demonstrates strong aptitude to problem solve independently and resolve challenges using available resources

Excellent organizational skills with the ability to prioritize and manage time successfully

Prior cash handling experience and general computer skills highly preferred

Ways we’ll appreciate you:

A collaborative and positive workplace culture and a supportive team

Initial and on-going training with promotion and career advancement opportunities

Competitive wages, bonuses, paid holidays and paid time off

401k Plan with a generous credit union match!

100% credit union paid employee coverage for medical, vision, dental, life and disability insurance; dependent coverage also available

Tax-saving Flexible Spending and Health Savings Plans

Premier membership perks, loan discounts, company clothing, wellness and recognition programs, and more!

Since it began in 1954, Oregon State Credit Union has been a member-owned, not-for-profit financial services institution. We exist for the benefit of our member-owners, and not to profit from them. That's what makes us different from banks and how we're able to create financial solutions that make lives better. The service and care you'll provide for our members is at the very heart of our business and critical to both our members' and the credit union’s financial success.

Work type: Full-time, On-Site and Non-Exempt
Schedule: Must be available for work Mon-Fri between the hours of 8 am and 6:15 pm

Compensation: $20-23/hr DOE + bonus and incentives

Oregon State Credit Union is an equal opportunity employer, including veterans and individuals with disabilities.

The information above provides the general nature of work performed in this position and outlines primary qualifications. The successful candidate must be able to demonstrate that they have the legal right to work in the US and pass a background screening to the satisfaction of Oregon State Credit Union.

Cedar Mill Branch, 11835 NW Cedar Falls Dr, Portland, Oregon, United States of America