THIS JOB IS ELIGIBLE FOR A $1000 NEW HIRE BONUS**
This is NOT a virtual position - this position works in-person and on-site at our Digital Service Offices (18600 SE Mcloughlin Blvd Milwaukie, OR 97267 and 15054 SE McLoughlin Blvd, Oak Grove, OR 97267).
If you are passionate about making a difference in people’s lives, you can build your career in helping families achieve their goals and helping people dream.
Our Digital Services Member Advocate (Banker) is responsible for providing a world-class service experience for our members by offering a variety of member-focused solutions and transactions. The Member Advocate interacts with our members via Credit Union technology including phone systems, online chat, text, and email. This position is responsible for helping our members reach their financial goals by providing information on and cross-selling our exciting services, products, and promotions. This position level has the additional responsibility of providing mortgage lending services (Home Equity).
Clackamas believes that each employee makes a significant contribution to the success of our Mission, Vision, Values and service standards.
Learn more about working at Clackamas here: http://bit.ly/clackamas-youtube
Essential Functions
- Interview loan applicants, explain loan options, rates, terms, and collateral requirements.
- Resolve loan application problems, addressing credit report problems, low salary levels, and high debt ratios.
- Make notes in Credit Union Core Systems to ensure that all necessary loan information and documentation is provided to underwriting, noting potential red flags and underlying risks.
- Open new member accounts, explaining the features and benefits, to build long-term banking relationships.
- Process member requests ensuring accuracy and complete satisfaction.
- Responsible for keeping cash drawer limits within guidelines.
- Buy or sell cash, keeping within limits, and ensuring dual control at all times.
- Balance checks and cash totals during down times and at the close of each business day.
- Notify Manager any time out of balance. Adhere to the Cash Drawer/Balancing Standards.
- Verify transactions; examine documents for endorsement, negotiability, and potential red flags, to ensure compliance.
- Process fraud paperwork requirements with the member and forward to the appropriate department.
- Follow procedures for all required Bank Secrecy Act (BSA) reporting.
- Using account resources, refer or cross-sell products and services that benefits the member.
- Meet or exceed sales and service goals, contributing to branch and member growth.
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Experience:
- REQUIRED: Two years of similar or related duties (as outlined in the essential functions), including time spent in similar or preparatory positions.
- PREFERRED: Greater than two years of similar or related duties (as outlined in the essential functions), including time spent in similar or preparatory positions.
Education:
- REQUIRED: A high school degree or GED.
- PREFERRED: A two-year college degree or completion of a specialized course of study.
Work Operation Hours:
8:45 AM – 5:45 PM Monday thru Friday, with alternating Saturdays (required) from 8:45 AM – 1:15 PM
Pay Range:
Based on experience ranging from 20.00 - 25.00 per hour
Those who are FLUENT in Spanish are eligible for a language differential rate increase.
THIS JOB IS ELIGIBLE FOR A $1000 NEW HIRE BONUS**
** less applicable taxes; partial payment upon first full cycle pay check and after successful completion of six months of employment
If you are ready to partner with an organization that puts people before profits and has been supporting Clackamas County for over 60 years then apply now! Your new career awaits.
Benefits:
Medical, Vision and Dental
PTO (begins earning on hire date)
401k
Student Debt Repayment
Education Reimbursement
Long and Short Disability
Life Insurance
EAP (employee assistance plan)
And coming soon on-site GYM.
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| We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. |
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