Reporting to the COO, the Branch Manager position is member-facing first, but will support the team and handle the daily operations of the Portland, Oregon, branch. This person will be a “working manager” efficiently and effectively creating extraordinary member experiences while leading and assisting team members to achieve personal and credit union goals and strategic objectives, by understanding member preferences and providing exceptional service. The Branch Manager not only coaches associates to ensure quality member service, and provides ongoing feedback to associates through regular interactions and more formal performance evaluations, but is the type of manager that leads by example.
Candidates for this position should:
- Be outgoing and have a can-do attitude
- Be a good communicator who will contribute to a positive team environment
- Be passionate about helping our members attain financial success and our associates attain professional success
- Be willing to participate in community and business affairs, as necessary, to contribute to the image of the Credit Union
- Exhibit leadership fundamentals and maintain awareness of changes in the branch banking environment
- Be able to adapt quickly to changing environments
Qualifications:
- Associates degree and/or 5 years work experience in branch operations or member facing role
- 2+ years of supervisory experience in a financial institution, preferably a credit union
- Experience in customer relations, problem resolution and error correction
- Knowledge of sales and service, including the ability to coach others in the areas of performance management, feedback for development and the performance of essential functions, or possesses the ability/attributes to learn and perform successfully in this role
Do you love helping, planning and being right in the middle of all the action? We’re looking to hire someone like this to be our CEO’s Executive Assistant. Our CEO has her hands in all the Credit Union’s activities and needs help juggling all the details. As the EA located in our Portland, Oregon, branch, you’ll be the CEO’s go-to for everything from organizing staff lunches or treats for Union Local offices to managing details for holiday events and preparing documents and material for Board meetings.
The ideal candidate is highly motivated and a self-starter who loves variety, has a sense of urgency (and humor), and is creative and flexible in a fast-paced environment. You should be able to take charge, make things happen without a lot of direction, and be willing to do tasks that no one else wants to do – and do it all with a smile. There’s a lot of variety in this position, and that’s what makes it fun.
We’re a growing organization, and the EA will have lots of tasks on their plate. Our close-knit staff is like a family, and while we love to have fun, we are all about providing exceptional service to our members who span the country. The EA will be a vital partner to our CEO who is focused on the Credit Union’s financial success and membership growth.
Candidates for this position should:
- Love and be exceptionally proficient at multitasking
- Readily jump in to lend a hand to the CEO and Credit Union staff to help them accomplish their goals
- Have a friendly and professional demeanor
- Have a positive attitude and be great at keeping morale up
Qualifications:
- High school diploma or equivalent
- Minimum 1-year related experience
- Experience interacting with and supporting senior or executive levels of management
- Must be proficient with Microsoft software and email
- Self-motivated with the ability to consistently exceed expectations
- Ability to work evenings and weekends, on occasion
- Exceptional organizational skills and ability to multitask, with strong attention to detail
- Strong verbal and written communication skills
- Team player, ability to inspire trust and promote collaboration
We’re looking for a responsible, detail-oriented and energetic professional who will be responsible for assisting members with their borrowing needs, analyze loan requests and make decisions based on lending policy. They will also provide Information and assistance to members about credit union products and services.
Responsibilities:
- Interviews loan applicants concerning their loan needs, earnings, and financial condition.
- Explains loan programs and recommends loan options.
- Analyzes member’s current financial position to determine the degree of risk involved in extending credit. Makes a decision to approve, deny, or forward the loan request to higher levels for decision.
- Establishes terms and conditions of an approved loan and reviews them with the member.
- Prepares and/or reviews loan documents for completeness and accuracy.
- Assists with delinquency control and collection activity.
- Assists members with savings, certificates, IRA accounts, checking accounts, and other credit union products and services.
- Authorizes release of collateral on existing loans, changes in loan terms, waivers of payments, due date change, etc.
- Keeps informed of consumer credit laws and regulations and trends in consumer credit.
Candidates for this position should be:
- Outgoing and have a can-do attitude
- A good communicator who will contribute to a positive team environment
- Passionate about building relationships and enthusiastic about helping members get into better financial positions
- Willing to participate in community and business affairs, as necessary, to contribute to the image of the Credit Union
- Flexible and available to work occasionally on weekends or evenings
Qualifications
- 2 years banking/credit union experience, highly desired
- 1-3 years banking/credit union loan experience, highly desired
- 1-3 years experience in a fast-paced retail/sales, cash handling
- Spanish bi-lingual, highly desirable
- Experience with our data processor CMC/Flex preferred
- Must be proficient with Microsoft software and email
- Self motivated with the ability to consistently exceed member expectations
- Ability to work evening and weekend, occasionally
We’re looking for a responsible, detail-oriented and energetic professional who will be responsible for assisting members with their borrowing needs, analyze loan requests and make decisions based on lending policy. They will also provide Information and assistance to members about credit union products and services.
Responsibilities:
- Interviews loan applicants concerning their loan needs, earnings, and financial condition.
- Explains loan programs and recommends loan options.
- Analyzes member’s current financial position to determine the degree of risk involved in extending credit. Makes a decision to approve, deny, or forward the loan request to higher levels for decision.
- Establishes terms and conditions of an approved loan and reviews them with the member.
- Prepares and/or reviews loan documents for completeness and accuracy.
- Assists with delinquency control and collection activity.
- Assists members with savings, certificates, IRA accounts, checking accounts, and other credit union products and services.
- Authorizes release of collateral on existing loans, changes in loan terms, waivers of payments, due date change, etc.
- Keeps informed of consumer credit laws and regulations and trends in consumer credit.
Candidates for this position should be:
- Outgoing and have a can-do attitude
- A good communicator who will contribute to a positive team environment
- Passionate about building relationships and enthusiastic about helping members get into better financial positions
- Willing to participate in community and business affairs, as necessary, to contribute to the image of the Credit Union
- Flexible and available to work occasionally on weekends or evenings
Qualifications
- 2 years banking/credit union experience, highly desired
- 1-3 years banking/credit union loan experience, highly desired
- 1-3 years experience in a fast-paced retail/sales, cash handling
- Spanish bi-lingual, highly desirable
- Experience with our data processor CMC/Flex preferred
- Must be proficient with Microsoft software and email
- Self motivated with the ability to consistently exceed member expectations
- Ability to work evening and weekend, occasionally
We are looking for an enthusiastic team player to join our team as a Phone Center Representative. This is an on-site position working at our branch office in Portland, Oregon.
This position will be responsible for duties including:
- Provide a range of financial services and assistance via incoming and outgoing calls: answer inquiries, process transactions, provide problem resolution and education on the benefits of credit union membership
- Deliver exceptional customer service to the credit union’s current and prospective members with a friendly and professional approach
- Cross-sell a variety of competitive products such as loans, deposit and checking accounts, online and mobile banking, by identifying customer/member financial needs and offering the right solution. Meet assigned sales goals on a monthly basis
- Maintain complete and current knowledge of the credit union’s products and procedures and regulatory/compliance issues to provide consistent and accurate assistance
Candidates for this position should:
- Be outgoing and have a can-do attitude
- Be a good communicator who will contribute to a positive team environment
- Be passionate about helping our members attain financial success and our associates attain professional success
- Be willing to participate in community and business affairs, as necessary, to contribute to the image of the Credit Union
Qualifications:
- 2+ years of customer service experience in a financial institution, preferably a credit union
- Phone center experience is a plus
- Familiarity with the standard products and services offered by financial institutions, including loans, deposits, electronic banking, etc.
- Must be a consummate customer service professional who is skilled at building rapport and genuinely enjoys helping people
- Proven ability to identify client needs, offer the right solution, and meet required sales goals
- Excellent phone etiquette with a helpful and friendly demeanor and strong verbal and written communication skills
- Bi-lingual in Spanish is a plus
- Strong computer literacy with ability to quickly learn programs and software
We are looking for an enthusiastic team player to join our team as a Phone Center Representative. This is an on-site position working at our branch office in Tukwila, Washington.
This position will be responsible for duties including:
- Provide a range of financial services and assistance via incoming and outgoing calls: answer inquiries, process transactions, provide problem resolution and education on the benefits of credit union membership
- Deliver exceptional customer service to the credit union’s current and prospective members with a friendly and professional approach
- Cross-sell a variety of competitive products such as loans, deposit and checking accounts, online and mobile banking, by identifying customer/member financial needs and offering the right solution. Meet assigned sales goals on a monthly basis
- Maintain complete and current knowledge of the credit union’s products and procedures and regulatory/compliance issues to provide consistent and accurate assistance
Candidates for this position should:
- Be outgoing and have a can-do attitude
- Be a good communicator who will contribute to a positive team environment
- Be passionate about helping our members attain financial success and our associates attain professional success
- Be willing to participate in community and business affairs, as necessary, to contribute to the image of the Credit Union
Qualifications:
- 2+ years of customer service experience in a financial institution, preferably a credit union
- Phone center experience is a plus
- Familiarity with the standard products and services offered by financial institutions, including loans, deposits, electronic banking, etc.
- Must be a consummate customer service professional who is skilled at building rapport and genuinely enjoys helping people
- Proven ability to identify client needs, offer the right solution, and meet required sales goals
- Excellent phone etiquette with a helpful and friendly demeanor and strong verbal and written communication skills
- Bi-lingual in Spanish is a plus
- Strong computer literacy with ability to quickly learn programs and software
We are seeking a Trainer with enthusiasm and passion to join our team. While this person will be responsible for training staff on CMC FLEX and other credit union systems, they will also be instrumental in establishing and maintaining our credit union’s culture as a positive environment for both staff and members. The Trainer will act as a brand ambassador and influencer with our membership across the country. This position will also be responsible for key project management and some administrative duties.
This position will be responsible for duties including:
- Provide instructor-led training, curriculum development and subject matter expertise, including regulatory compliance, sales and service techniques, computer software/hardware, and company products and policies
- Work closely with management to identify present and future training needs
- Conduct training sessions covering specified areas such as new team member orientation, on-the-job training, use of computers and software, member service, sales techniques, refresher training, promotional development
- Project management/coordination for debit/credit card conversions, systems integrations, etc.
- Provides company orientation to new hires
- Maintains current and accurate training and reference materials on internal intranet and information repository software
Candidates for this position should:
- Be outgoing and have a can-do attitude
- Be a good communicator who will contribute to a positive team environment
- Be passionate about helping our members attain financial success and our associates attain professional success
- Be willing to participate in community and business affairs, as necessary, to contribute to the image of the Credit Union
Qualifications:
- Associates degree
- 2+ years experience in the assessment and delivery of training techniques; or equivalent combination of education and experience
- Experience in a financial institution, preferably a credit union
- Proven working experience in instructional design and with instructional technology
- Knowledge of course development software and at least one Learning Management System
- Prior successful sales experience a plus
- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
- Ability to effectively present information and respond to questions from groups of managers and internal team members
- Ability to write effective copy, instructional text, audio scripts/video scripts, and procedure manuals
- Must have excellent presentation skills with the ability to speak to all sizes of groups
- Work in a collaborative environment
- Ability to deal with diverse learning abilities
This position reports directly to the CEO & COO and acts as the head of consumer and HELOC lending, Loan Resolution and Loan Administration. The CLO has day-to-day management responsibility and oversight for all consumer lending, HELOC, collections and loan servicing activities and portfolios. The number one priority of this position is to manage lending risks, to develop and implement strategies designed to achieve the credit union’s short- and long-term objectives and ensure member growth and satisfaction is achieved in a safe and sound lending environment.
Candidates for this position should:
- Enjoy multi-tasking and be able to work independently much of the time
- Be outgoing and have a can-do attitude
- Be a good communicator who will contribute to a positive team environment
- Be passionate about helping our members attain financial success
- Be willing to participate in community and business affairs, as necessary, to contribute to the image of the Credit Union
Qualifications:
- Bachelor’s Degree – Master’s Degree preferred
- 10+ years lending leadership roles in a preferably a credit union
- Experience in creating and leading CDFI loan and program initiatives
- Diverse knowledge of lending across all functional departments, include regulatory compliance, underwriting requirements, program design, pricing, digital delivery and performance metrics
- Experience in setting loan risk criteria to be performed by automated loan approval systems with a tie back to setting rates
- Extensive knowledge of the development, analysis and implementation of credit models for consumer products
- Experience leading loan servicing functions
