** PLEASE NOTE, this is not a direct position with WorkSource Oregon. WorkSource Oregon is conducting this recruitment on behalf of a Portland-based credit union. This employer has asked WorkSource to source, screen, and refer qualified applicants as part of a public service to tax-paying Oregon businesses. **

Our bilingual and bicultural team helps community members through financially challenging times. We understand the importance of providing offering safe, affordable credit, as well as financial education. Members count on our staff to give thorough information regarding checking accounts, loans, how to access banking services online and around the globe, and to be a resource during difficult or changing times. This position is based out of a call center in NE Portland.

REQUIREMENTS:

-Six (6) months to two (2) years of related experience

-High School Diploma or GED

JOB DUTIES:

-Assist members and potential members with opening, maintaining and closing accounts

-Answer questions about products and services (including debit and credit cards), and resolve member issues that are within their authority to resolve via phone and mail

-Refer problems that are beyond their authority to the Branch Manager

-Develop to identify cross-selling opportunities with the ability to speak to and cross-sell relevant products and services to members.

-Perform a variety of miscellaneous duties including filing, project work, computer input, handling of incoming and outgoing mail, and other job-related duties as required or assigned.

-Correspond with or interview new account and/or loan applicants; collect necessary documents for approval and processing in compliance with Credit Union procedures, polices and legal requirements.

-Answer phone calls and respond to general account and/or loan questions, calculate payments, and take loan applications over the phone from members and potential members.

EMPLOYER COMMENTS:

This organization does not discriminate in hiring on a basis of race, color, religion, sex, national origin, disability, veteran status, or your membership in any protected class protected under law of this jurisdiction. This application does not intend to ask questions that would provide information that could be used for discrimination.

(Physical demands)

-Continuous sitting for extended period when performing duties

-Occasional standing and walking

-Occasional lifting up to 35 lbs. (office supplies)

-Occasional bending, squatting, or reaching at ground level

-Frequent use of hands in repetitive tasks such as simple grasping, twisting/turning of wrists; finger dexterity

-Continuous speaking and hearing for interaction with staff, members, and outside contacts

-Continuous ability to see close and at a distance.

(Mental demands)

-Continuous interaction with others, repetitive work, attention to detail, ability to solve complex problems, alertness, precision, concentration, accuracy, thoroughness, and memory demands

-Occasional fast-paced work

-Frequent deadlines, flexibility, performing basic and complex numeric calculations, writing, reading, comparing, analyzing, judgment, reasoning, patience and negotiating

Language skill requirement or preference: Able to speak Spanish preferred. Able to read Spanish preferred. Able to write Spanish preferred. Spanish read, write, speak preferred as needed to serve Spanish speaking client base.