What are the responsibilities and job description for the Financial Advocate position at Central Willamette Credit Union?
Company Description Central Willamette Credit Union is a member-owned, not-for-profit financial cooperative founded in 1955 to serve government employees in Linn County and surrounding areas. The organization is dedicated to putting people ahead of profits and continues to honor the tradition of “People Helping People.” With over 35,000 members and $500 million in assets, Central Willamette focuses on advocating for members’ needs and providing financial tools that support long-term economic well-being. Its values emphasize ethics, integrity, humor, compassion, and respect in every interaction. The credit union is also deeply committed to community enrichment through outreach, volunteerism, and funding that strengthens the central Willamette Valley.
Role Description The Financial Advocate is a full-time, on-site role located in Lebanon, OR. This role focuses on supporting members with their financial needs by providing personalized guidance on products such as checking and savings accounts, loans, and other services. Day-to-day responsibilities include meeting with members, reviewing their financial situations, explaining options, and helping them select appropriate solutions that align with their goals. The Financial Advocate also assists with account opening and maintenance, processes transactions, responds to inquiries, and helps resolve issues in a timely, professional manner. In addition, this role collaborates with internal teams to ensure a positive member experience and participates in outreach activities that promote financial education and community engagement.
Qualifications
Role Description The Financial Advocate is a full-time, on-site role located in Lebanon, OR. This role focuses on supporting members with their financial needs by providing personalized guidance on products such as checking and savings accounts, loans, and other services. Day-to-day responsibilities include meeting with members, reviewing their financial situations, explaining options, and helping them select appropriate solutions that align with their goals. The Financial Advocate also assists with account opening and maintenance, processes transactions, responds to inquiries, and helps resolve issues in a timely, professional manner. In addition, this role collaborates with internal teams to ensure a positive member experience and participates in outreach activities that promote financial education and community engagement.
Qualifications
- Strong customer service and member advocacy skills, with the ability to build trust and maintain positive relationships.
- Solid knowledge of basic consumer banking products, lending concepts, and personal finance, or a demonstrated ability to learn quickly.
- Effective communication skills, including clear verbal and written communication and active listening.
- Attention to detail and accuracy in handling transactions, documentation, and member information.
- Comfort with technology, including core banking systems, CRM tools, and standard office software.
- Ability to manage time, prioritize tasks, and work effectively in a fast-paced, member-focused environment.
- High level of integrity, discretion, and commitment to ethical practices and confidentiality.
- Prior experience in financial services, retail banking, or a customer-facing role is preferred.
- High school diploma or equivalent required; additional education in business, finance, or a related field is beneficial.
- Willingness to support community and outreach efforts in alignment with Central Willamette’s mission and values.