Field Financial Advocate

Brief Description

Respect. Integrity. Ethics. Compassion. Humor.

At our Credit Union these five core values aren’t just words on a wall, they are our daily way of life. Our purpose is to build local loyalty, connect to community and make life easier for those we serve. To accomplish this, we hire team members who demonstrate a strong desire to serve others, who embrace change, who are eager to learn and who enjoy a good laugh.

As Field Financial Advocate at Central Willamette Credit Union, you help build better lives and communities by delivering exceptional service and strengthening the teams you support. Traveling between multiple branch locations, you anticipate member and team needs, build collaborative relationships, and provide ethical, consultative guidance. You apply advanced knowledge of sales, service, operations, and technology to connect members with accessible, affordable solutions in person and remotely, communicating clearly and tailoring your approach to each member’s financial understanding and goals.

Success in this role requires initiative, sound judgment, and consistent follow-through to deepen relationships, achieve meaningful results, and advance branch and organizational goals. As an experienced resource and mentor, you model Central Willamette’s core values, share knowledge, and help team members build confidence and proficiency. You use member feedback and observations across branches to recommend improvements, approach challenges with professionalism and a solutions-oriented mindset, and make informed decisions within your authority, seeking guidance when appropriate. Through continuous learning, openness to feedback, and a commitment to operational excellence, you strengthen the member and employee experience while developing your leadership capabilities within the credit union.

Flexibility to travel to various locations on short notice and reliable personal transportation required.

This Role Offers a Comprehensive Benefits Package That Includes

• 2 weeks of vacation 1st year-3 weeks' vacation 2nd year then 4 weeks on 3rd year
• 10 paid holidays each year
• 5 paid sick days annually
• Medical, dental, and vision insurance effective the first of the month following your hire date
• Eligible for a semi-annual incentive of 2.5 (5% yearly) of your annual salary based upon the achievement of our strategic organizational goals
• You’re eligible to enroll in Central Willamette’s 401(k) program. Central Willamette Credit Union will match your contributions dollar for dollar up to the first 3% of your gross salary, and 50% of the next 2% of your gross salary
  
  

Essential Functions And Responsibilities

30% Member Financial Advocacy and Education

• Serve as members’ personal financial advocate by actively listening, anticipating needs, and understanding their financial goals to recommend appropriate solutions that help them save or earn money.
• Provide clear, relevant financial education tailored to each member’s level of understanding, using every interaction to build trust, uncover opportunities to assist, and develop loyal promoters.
• Help members confidently use self-service options and existing technology to support their financial well-being, adapting guidance to their needs and comfort level.
• Proactively expand and apply knowledge in credit building, mortgage lending, debt consolidation, savings, retirement, business banking, budgeting, and digital solutions.
• Gather firsthand member feedback and collaborate with branch teams and internal partners to recommend improvements to products, services, and the overall member experience.
  
  

30% Leadership and Operational Excellence Responsibilities

• Guide and mentor team members through clear communication, practical instruction, and constructive feedback that develops their skills, strengthens judgment, and improves service delivery.
• Model a positive, collaborative work culture grounded in Central Willamette’s core values, demonstrating accountability, adaptability, and professionalism under pressure.
• Assist in training new staff on financial concepts, systems, procedures, policies, and expectations, tailoring instruction to individual learning needs and reinforcing consistent use of credit union tools and resources.
• Provide dependable coverage and support across multiple branches, adapting quickly to changing priorities and coordinating with branch leaders to maintain service continuity and operational efficiency.
• Serve as a trusted resource for relationship building, operational questions, and solution finding, using available information and experience to offer sound guidance and seeking counsel when appropriate.
• Seek and receive feedback openly, assess personal strengths and development needs, and apply lessons from successes and mistakes to improve performance and support others’ growth.
• Deliver strong results in production, quality, and operational knowledge; understand how individual contributions support organizational priorities, monitor progress, and follow through on commitments.
• Share effective practices and recommend workflow improvements based on observations across branches, helping teams embrace changes that benefit members and employees.
  
  

20% Sales and Service Excellence

• Establish rapport with members, ask open-ended questions, listen actively, and clearly explain relevant solutions, addressing concerns with patience and supporting confident, informed decisions.
• Take ownership of achieving individual goals and contributing to branch deposit, membership, and lending growth through ethical, needs-based service aligned with organizational priorities.
• Monitor progress toward established goals, identify opportunities to improve results, and adjust approaches while maintaining service quality and sales integrity.
• Provide exceptional member service that creates memorable experiences, as measured by products per household, loan products with debt protection, and high net promoter scores.
• Collaborate with branch teams and internal partners to provide coordinated solutions and consistent follow-through that strengthen long-term member relationships.
  
  

10% Operational and Compliance Responsibilities

• Ensure timely follow-up, maintain accurate documentation, uphold quality controls, and take ownership of identifying and addressing improvement opportunities.
• Perform branch duties, including tellering, lobby management, opening and closing responsibilities, and problem-solving, demonstrating strong functional and technical proficiency.
• Make sound decisions within assigned authority by evaluating relevant information, available resources, policies, and potential impacts on members and the credit union; explain the rationale and seek guidance or escalate concerns when appropriate.
• Complete all required education, training, and professional development, applying new knowledge and using credit union tools and systems consistently to maintain accuracy and efficiency.
• 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, building effective relationships with members, internal partners, and community contacts.
• Research and resolve member requests, concerns, and inquiries through active listening, thoughtful analysis, and collaboration, providing clear explanations and timely follow-through.
• Remain calm and professional in challenging interactions, demonstrating empathy and patience to defuse tension and work toward appropriate resolutions.
• Identify recurring concerns and share actionable recommendations with branch leadership to improve workflows, prevent repeat issues, and enhance the member experience.
• Perform additional duties as assigned.
  
  

Qualifications

• Expert-level knowledge of financial products and services offered by credit unions, such as loans, deposits accounts, and savings options.
• Demonstrated time management skills, ability to deliver strong performance, exceed goals, and deliver outstanding service.
• Possess and impart operational knowledge to elevate branch and team performance.
• Desire and ability to teach others how to use platforms, software, and databases to manage member requests.
• Demonstrate and inspire sales integrity in alignment with credit union values.
• Exemplify leadership qualities and positively influence peers, setting a standard for others within the organization.
• 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.
• Capacity to build and maintain strong relationships with members, fostering trust and loyalty through consistent, positive interactions.
  
  

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Flexibility to travel to various locations on short notice.
• Reliable personal transportation required.
• Ability to work branch hours including Saturdays, with the flexibility to work additional hours for team meetings and to accomplish organizational goals and objectives.
• Ability to sit or stand within proximity of a computer terminal for extended periods.
• Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.
  
  

Apply today and join a team that is committed to your success and the success of our community!

Salary $21.67-$26.59