OS
Financial Services Consultant II
full-time•Portland•$0k - $0k
About this role
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. We are expanding into a new market and are looking for skilled, like-minded professionals to help establish the Credit Union and serve a new community with excellence. 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:
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Two years of credit union or financial institution experience required with prior consulting and sales experience highly preferred
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High School Diploma or GED equivalent required
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Prior cash handling experience highly preferred
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Positive attitude and proven ability to drive sales through excellent service
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Strong interpersonal skills with the ability to communicate effectively is required
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Demonstrates strong aptitude to problem-solve independently and resolve challenges utilizing available resources
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Excellent organizational skills with the ability to prioritize and manage time successfully
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Showcases strong collaboration skills and adaptability when working within a cohesive team environment
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Bilingual English/Spanish preferred
Ways we'll appreciate you:
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A positive atmosphere and supportive team
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Initial and on-going training with promotion opportunities
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Competitive wages, incentive bonuses, paid holidays and paid time off
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401k Retirement Savings Plan with a generous credit union match!
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100% credit-union-paid employee coverage for medical, vision, dental, life and disability insurance; dependent coverage also available
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Tax-saving Flexible Spending and Health Savings Plans
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Premier membership perks, company clothing, wellness and recognition programs
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
Schedule: Must be available for work Mon-Fri between the hours of 8 am and 6:15 pm
Compensation: $22-24/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.
What you'll do
- As a Financial Services Consultant II, you will help members navigate financial products and services, focusing on building relationships and understanding their goals. You may also serve as a Notary and provide mentorship to newer team members.
About Oregon State Credit Union
Oregon State Credit Union is a not-for-profit financial cooperative with headquarters in Corvallis, Oregon. We serve members in 28 counties in central and western Oregon and 2 counties in Washington. Founded in 1954, our vision is to create financial solutions to make lives better.
When you work for Oregon State Credit Union you have more than a job— you have a career. We offer a positive team, competitive salaries, bonuses, comprehensive health, dental and vision coverage, disability and life insurance, a retirement plan with fantastic employer match, paid time off and more.
If you’re looking for an employer who shares your passion and commitment to service and a career where you know you’re making a difference every day, consider Oregon State Credit Union.
Equal opportunity employer including veterans and individuals with disabilities. Equal opportunity lender. Federally insured by NCUA.
Ready to join Oregon State Credit Union?
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Frequently Asked Questions
What does Oregon State Credit Union pay for a Financial Services Consultant II?
Oregon State Credit Union offers a competitive compensation package for the Financial Services Consultant II role. The salary range is USD 0k - 0k per year. Apply through Clera to learn more about the full compensation details.
What does a Financial Services Consultant II do at Oregon State Credit Union?
As a Financial Services Consultant II at Oregon State Credit Union, you will: as a Financial Services Consultant II, you will help members navigate financial products and services, focusing on building relationships and understanding their goals. You may also serve as a Notary and provide mentorship to newer team members..
Is the Financial Services Consultant II position at Oregon State Credit Union remote?
The Financial Services Consultant II position at Oregon State Credit Union is based in Portland, Oregon, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Financial Services Consultant II position at Oregon State Credit Union?
You can apply for the Financial Services Consultant II position at Oregon State Credit Uniondirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.