Oregon State Credit Union · 12 hours ago
Financial Services Consultant I
Cedar Mill Branch, 11835 NW Cedar Falls Dr, Portland, Oregon, United States of America
Full-time
Onsite
Entry Level
$20/hr - $23/hr
1+ years expOregon State Credit Union is a member-owned, not-for-profit financial services institution focused on improving members' financial well-being. The Financial Services Consultant I plays a crucial role in helping members build a solid financial foundation through account management, consulting, and education on financial products.
BankingFinanceFinancial Services
No H1B
Responsibilities
Opening new membership accounts
Consulting with members on consumer lending needs
Educating members on available products and services relevant to their situation
Researching inquiries and ensuring follow-through to resolution
Handling basic transactions such as deposits and withdrawals
Qualification
Required
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
Preferred
Prior cash handling experience and general computer skills highly preferred
Bilingual English/Spanish preferred
Benefits
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!
Company
Oregon State Credit Union
Oregon State Credit Union provides financial and online banking services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
J. Derrick Peterson
Executive Vice President and Chief Financial Officer
Kim Sather
Executive Vice President and CIO
Recent News
2025-08-14
Portland Business Journal
2025-01-27
American Banker
2023-04-12
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