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NWCUA
Happy Valley, OR, United States
**Member Service Representative / Relationship Officer** **Jobs** **CONNECT WITH US** **** Specialist, Digital Marketing & Analytics Phone: 208.297.5421 Toll-free: 800.995.9064 x307 [email protected] Ben Shuey is the Northwest Credit Union Associations Digital Marketing and Analytics Specialist. In this role, he is in charge of managing the Associat
Job Source: NWCUANWCUA
Portland, OR, United States
**Member Service Representative** **Jobs** **CONNECT WITH US** **** Specialist, Digital Marketing & Analytics Phone: 208.297.5421 Toll-free: 800.995.9064 x307 [email protected] Ben Shuey is the Northwest Credit Union Associations Digital Marketing and Analytics Specialist. In this role, he is in charge of managing the Associations website, helping i
Job Source: NWCUAiQ Credit Union
Vancouver, WA, United States
Job Details Job Location Salmon Creek Branch - Vancouver, WA Position Type Full Time Education Level High School Salary Range $18.32 - $23.81 Hourly Job Category Banking Description Be part of something uniQue iQ Credit Union is a great place to work and grow and we're looking for people like you to join our exceptional team. At iQ, you'll find a h
Job Source: iQ Credit UnionLifeline Connections
Vancouver, WA, United States
Lifeline Connection’s Mission Statement: Through superior customer service, high quality programs and a well-trained and dedicated staff, we inspire hope and support lifesaving changes for people affected by substance use and mental health conditions. Lifeline Connection’s Vision Statement: As the premier provider of substance use and mental hea
Job Source: Lifeline ConnectionsBank of America
Beaverton
Relationship Banker Portland, Oregon;Portland, Oregon; Beaverton, Oregon **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every
Job Source: Bank of AmericaWaFd Bank
Portland, OR, United States
Min USD $90,000.00/Yr. Max USD $135,000.00/Yr. Job Summary A Relationship Manager is responsible for developing a business plan to maintain and grow existing relationships and is responsible for developing new relationships that meet our client selectivity and risk appetite. The Relationship Manager has had proven success in independently winn
Job Source: WaFd BankBoly Welch
Lake Oswego, OR, United States
Job Number: 15369 Salary: Up to $130K DOE Industry: Finance What Matters Most: 5-7 years of related experience Series 65, 66, or CFP Bachelor’s degree Insurance certificate preferred Proficient in Microsoft Office, Orion, Salesforce, Schwab, and eMoney Your New Role: Do you have an outstanding aptitude for numbers and building relatio
Job Source: Boly WelchHeartland
Beaverton, OR, United States
Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to work like an entrepreneur, support and serve entrepreneurs and
Job Source: HeartlandLake Oswego, OR, United States
**Member Service Representative / Relationship Officer**
**Jobs**
**CONNECT WITH US**
****
Specialist, Digital Marketing & Analytics
Phone: 208.297.5421
Toll-free: 800.995.9064 x307
Ben Shuey is the Northwest Credit Union Associations Digital Marketing and Analytics Specialist. In this role, he is in charge of managing the Associations website, helping in the creation of the weekly Anthem newsletter, creating relevant marketing and other member communications, and tracking and analyzing web analytics. Shuey holds a Bachelor of Arts in Business []
**Credit Union:**
OnPoint Community Credit Union
**Region:**
Lake Oswego
**Closing:**
2/22/2022
**Job Description:**
**Responsibilities**
* Proactively supports the branch team with exceptional member service to include eye contact, active lobby management, checking in with waiting members, interest and willing to help, greeting members warmly and thanking them by name, energy in body language and tone, using friendly comments and insuring members current and future needs are fulfilled.
* Opens new consumer and business accounts, Fiduciary, IRAs, CDs, checking and loans. Focus on retention of current loan and deposit business and developing new consumer and business relationships.
* Listening, identifying, processing and recommending solutions. Takes initiative to utilize all available resources to ensure members are assisted completely.
* Performs both account and loan maintenance, assists with submitting necessary documentation to support transactions.
* Conduct outbound calling to members in order to further develop and/or retain lending and deposit relationships.
* Acts as liaison between members and off-site employees and departments to resolve issues, assist with courtesy signings, and completion of required forms and documents.
* Listens for clues and identifies cross-sell opportunities and refers to appropriate staff members as appropriate.
* Maintains cash drawer and balances within guidelines established by Credit Union.
* Performs any additional duties as required by the Branch Management Team for the overall operations of the branch.
**Knowledge, Skills & Abilities:**
* Demonstrated knowledge and experience with financial and lending operating systems.
* Ability to give exceptional member service and have strong interpersonal communication skills.
* Work effectively as part of a team and individually to consistently meet and exceed set goals determined by the Credit Union.
* Ability to coordinate and complete a variety of assignments simultaneously and prioritize work.
* Ability to be self-directed and work under limited direct supervision.
**Qualifications**
* High school diploma or GED required.
* A minimum of 1-2 years previous financial institution experience.
* Retail sales or customer service position involving cash experience preferred.
* Bilingual skills are a plus.
* Effective January 1, 2022 proof of full vaccination status required **OR** exemption approval required prior to start date.
Email Alert for Member Service Representative / Relationship Officer jobs in Lake Oswego, OR, United States
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