Financial Services Consultant II

Are you someone who loves building relationships, solving problems, and helping people feel confident about their financial future? Join our team as a Financial Services Consultant and leverage your financial institution background to make a real impact in our members' lives. As a community-focused credit union that values integrity, unsurpassed service, and member focus, we are committed to our vision of creating financial solutions that make lives better.

As a Financial Services Consultant II, you will act as a trusted partner for our members, helping them navigate everything from new accounts to consulting on consumer lending needs to educating on more advanced products like Mortgage, Business and IRA offerings. This role is heavily relationship-based with a strong focus on getting to know members, understanding their goals, and offering solutions that are in their best interest. The Financial Services Consultant II also may serve as a Notary and provide peer mentorship to newer team members, giving you hands-on opportunities to expand your skillset and prepare for future leadership roles. The ideal candidate blends their strong financial industry knowledge and consulting experience with a collaborative spirit, effective problem-solving skills, and a clear passion for helping others achieve their financial goals.

What you will need to be successful:

Two years of credit union or financial institution experience required with prior consulting, sales and cash handling 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 is required

Bilingual in English and Spanish is highly preferred. Candidates who demonstrate proficiency in Spanish are eligible for a language pay differential

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

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

Showcases strong collaboration skills and adaptability when working within a cohesive team environment

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, incentive 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-exemptSchedule: Must be available for work Mon-Fri between the hours of 8 am and 6:15 pmCompensation: $23-25/hr DOE + bonus and incentives. Language pay differential available for candidates proficient in Spanish

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.