Member Advocate (Phone Banker) - Call Center - Oak Grove/Milwaukie

Learn more about working at Embold here: http://bit.ly/clackamas-youtube

Expand your career and join the Embold Credit Union Team!

We are boldly growing to new heights while deepening our community roots.

Since 1957, we have served Clackamas County with the mission of helping our members meet their financial goals. In 2021, an expansion allowed the credit union to begin serving anyone who lives, works, worships or attends school in Clackamas, Marion, Multnomah, Polk, Washington, and Yamhill counties.

From these roots, Embold Credit Union was born. Our name change helps demonstrate our commitment to our entire service area, but the important things remain the same — our commitment to serving our members and our communities.

What makes Embold different from a bank? Our structure, values, and impact. We put people before profits. We’re committed to bringing innovative financial services to our membership, including ITIN lending services, Payday Alternative Loans, and financial planning specific to families of special needs children. And we’re dedicated to making an impact in our communities through volunteerism, investment, and fundraising.

THIS JOB IS ELIGIBLE FOR A $1000 NEW HIRE BONUS**

Starting Pay Range $20.00 to $25.00 per hour based on experience

Those who are fluent in Spanish are eligible for a language differential pay.

At Embold Credit Union, each employee has the opportunity to improve lives by offering world-class service. The Call Center Member Advocate (Banker) is a key frontline position; you will initiate services to support our members, ranging from processing routine transactions, opening new accounts, and taking loan applications – to ensure we are serving our members with unparalleled service. Each Call Center Member Advocate is empowered to utilize a variety of member-focused solutions and transactions; (cross-selling our exciting services, products, and promotions; assisting in fraud reports, account inquiries, and account maintenance) to support our members.

Here is a snapshot of what our Team’s day-to-day looks like:

• Demonstrates proficiency and knowledge about technology with the ability to quickly learn and access products through banking core systems.
• Thoughtfully reflect and analyze members’ goals, needs, and concerns, and educate our community on appropriate products/services to ensure one-touch resolution and to build a long-term banking relationship with each member.
• Connecting and chatting with members via Call Center operations and using Credit Union technology including phone systems, online chat, and email.
• Have fun in this fast-paced environment.
• Protect our members by resolving loan application issues, addressing credit report concerns, and working with each member to move them toward financial success.
• Researching and resolving fundamental member inquiries about member accounts, and loan applications, verifying transactions, and examining documents.
• Excited to support our team by being consistently prepared and ready to help our members by delivering a world-class interaction through face-to-face connections and secure digital services.