Financial Advocate - Corvallis
CORVALLIS, ORJobSeen 1w agoSeen in employer's feed 2 days ago
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At a glance
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Job overview
The Financial Advocate at Central Willamette supports members’ financial needs by offering guidance on products and services, financial education, and accessible solutions. The role combines member advocacy with sales and service goals, branch operations, compliance, and problem resolution. It also involves helping members use self-service technology and building knowledge across areas such as credit, lending, savings, retirement, and budgeting.
Skills & qualifications
Skills
Full job description
As a Financial Advocate at Central Willamette, you play a vital role in fulfilling our mission to build better lives and stronger communities. You will deliver exceptional, ethical service by anticipating and addressing our members' financial needs through our comprehensive suite of products and services. Acting as a trusted consultant, you will guide members on their financial journeys, offering convenient, accessible, and affordable solutions. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES 40% Member Financial Advocacy and Education Serve as members' personal financial advocate by understanding their financial needs and goals, offering proactive solutions to save or earn money. Offer financial education, use every interaction to build trust, uncover opportunities to assist members, and develop loyal promoters. Help members learn how to utilize self-service options and existing technology for their financial well-being. Show initiative in expanding knowledge in areas like credit building, mortgage lending, debt consolidation, savings, retirement, business banking, budgeting, and digital solutions. 40% Sales and Service Excellence Establish rapport with members, ask open-ended questions, present solutions, address concerns, and finalize decisions assertively. Accountable for achieving individual and branch goals related to deposit, membership, and lending growth through service excellence. Provide exceptional member service to create memorable experiences, as measured by products per household, loan products with debt protection, and high net promoter scores. 10% Operational and Compliance Responsibilities Ensure timely follow-up, maintain accurate documentation, uphold quality controls, and take ownership of improvement opportunities. Perform branch duties, including tellering, lobby management, opening and closing responsibilities, and problem-solving. Complete all required education, training, and professional development. Comply with CWCU policies, State and Federal regulations, and Information Protection requirements. 10% Member Engagement and Problem Resolution Engage in proactive member activities, including outbound calling, community engagement, and financial education. Research and resolve member requests, concerns, and inquiries, ensuring favorable resolution. Perform additional duties as assigned. QUALIFICATIONS Familiarity with financial products and services offered by credit unions, such as loans, deposits accounts, and savings options. Understanding of the difference between banks and credit unions. Strong ability to quickly learn and use multiple platforms, software, and databases to manage member requests. Excellent verbal and written communication skills to clearly explain complex financial concepts and options to members of varying levels of financial literacy, in the English language. Apply online at https://www.centralwcu.org/careers
How this job compares
Set against the 53,789 open Sales jobs on Olive Jobs, counted October 31, 2026.
- Pay
- This postingNot listed
- Oregon median$94–150K/yr353 salary ranges
- Oregon median$20/hr54 hourly ranges
- Openings
- Olive Jobs lists 613 open Sales jobs in Oregon and 53,789 across the US. 7% of them nationwide are listed as remote or flexible.
- Hiring the most in Oregon
- Accenture48 open
- Oracle42 open
- Home Depot29 open
- Experience
- Sales postings that state a minimum ask for 3 years of experience at the median; the middle half ask for 2 to 6 years (29,853 postings).
- Education
- 10,835 of the 53,789 open Sales jobs (20%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on October 31, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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