What are the responsibilities and job description for the Member Advocate 25500 position at CampusPoint?
Our client is a people-focused organization that places an emphasis on culture. They are a local, successful, and committed to continuously improving and growing! Their strong team of leaders, outstanding culture, above market benefits, continuous involvement in the communities they serve, and competitive pay programs make them an excellent place to contribute and grow your talents.
As part of a branch team, the Member Advocate will initiate sales, process routine transactions, open new accounts and take loan applications to ensure our commitment for unparalleled service – the kind that creates the difference. Our strong team of leaders, outstanding culture, above market benefits, continuous involvement in the communities we serve, and competitive pay programs make this an excellent place to contribute and grow your talents.
COVID – 19 Precautions:
- Please note that this role will be an in-office (SE Portland) position with proper social distancing guidelines. This role will can move to a remote position down the line.
- Masks are required.
- Able to physically space out on-site.
- Sanitizer stations spread throughout the office.
- Electrostatic cleaning nightly.
- Remote interviews.
Duties & Responsibilities:
- Work with members in-person to leverage excellent consultation and sales skills to proactively assist new and existing members to open new accounts, apply for loans, and learn about and be referred to other lines of business.
- Perform all types of monetary/non-monetary transactions using knowledge of fraud prevention, excellence in service, and accuracy in transactions processed.
- Continuously develop knowledge of credit union products and services, as well as the internal computer systems used to manage member accounts.
- Collaborate with other staff in branches or departments to research and resolve questions or concerns.
- Exceed sales and service goals designed with a member focus.
Qualifications:
- Must have a minimum of one year of work experience in a fast-paced customer service role that includes experience assisting customers in person or by telephone.
- Strong communication and interpersonal skills and experience in using technology to accomplish work.
- Experience in a credit union or bank aiding with financial services products and using cross-selling skills is helpful.
- Experience with cash handling preferred.
- Spanish-speaking skills preferred.
Compensation: $16-$19/hr DOE
Availability: Monday - Friday 8:30am - 5:30pm.
Job Type: Full-time
Pay: $16.00 - $19.00 per hour
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Portland, OR: Reliably commute or planning to relocate before starting work (Required)
Education:
- Associate (Preferred)
Experience:
- Customer service: 1 year (Preferred)
Work Location: One location
Salary : $16 - $19
