Credit Union:

Embold Credit Union

Region:

Oak Grove, OR

Closing:

6/30/2026

Learn More

Job Description:

Essential Functions:

Organizational Values and Culture:

  • Embraces the Embold Experience including our Mission and Vision Statements, Core Values and service standards.
  • Establish and maintain productive and effective working relationships with the Embold Team.
  • Perform other duties and responsibilities including departmental and individual goals and objectives as assigned.

 

Member Service & Communication:

  • Process member requests ensuring accuracy and complete satisfaction.
  • Accurately document call interactions, notes, and follow ups in Core system.
  • Handle inbound and outbound calls, manage call queues, wait times and service levels.
  • Educate members on product features and benefits to strengthen trust and drive long-term banking relationships.
  • Process requests accurately and in a timely manner, ensuring consistent and proactive follow-up.

 

Virtual Branch:

  • Responsible for keeping transaction limits within guidelines.
  • Verify transactions; examine documents for endorsement, negotiability, and potential red flags, to ensure compliance.

 

Digital Support & Technical Troubleshooting:

  • Troubleshoot login or card issues, navigation challenges, and digital transactions including password resets and digital tools.
  • Multitask with different software programs simultaneously.
  • Proficiency in using basic computer operating systems, word processing tools, email platforms, internet functionality, and Credit Union core systems.

 

Sales & Relationship Development:

  • Promote honest, ethical incentive practices that build trust and support long-term member relationships.
  • Using account resources, refer or cross-sell products and services that benefit the member.
  • Meet or exceed sales and service goals, contributing to branch and member growth.

 

Compliance, Risk, & Security:

  • Process fraud paperwork requirements with the member and forward to the appropriate department.
    Follow procedures for all required Bank Secrecy Act (BSA) reporting.
  • Maintain a high level of knowledge of Credit Union internal controls, compliance, laws, regulations, guidelines, policies and procedures in the area of responsibility.
  • Maintain strict confidentiality regarding all non-public data and uphold the financial integrity of the Credit Union.
  • Advise manager of any atypical situation that could pose a threat, risk or loss to the Credit Union.

Competencies:

  • Communication
  • Job Knowledge
  • Member / Market Focus
  • Attention to Detail
  • Professionalism
  • Product Knowledge
  • Teamwork

 

Other Expectations:

  • This position is responsible for providing support to other departments/branches as needed. This could result in a temporary or permanent reassignment to another department/branch based on organizational needs.
  • Participation in community and/or volunteering events preferred.
  • Continual understanding, applied knowledge of, and adherence to the Bank Secrecy Act and all federal, state, and local financial regulations and reporting.
  • Ongoing professional development – must complete the annual required courses and trainings; must meet expectations on Performance Evaluations and Behavioral Expectations.
  • Complete the Financial Counseling Certification Program (FiCEP) and obtain your Certified Credit Union Financial Counselor (CCUFC) credential within 12 months.

Experience: 

REQUIRED: Six months of similar or related duties (as outlined in the essential functions), including time spent in similar or preparatory positions.

PREFERRED: Greater than six months of similar or related duties (as outlined in the essential functions), including time spent in similar or preparatory positions.

 

Education: 

REQUIRED: A high school degree or GED.

PREFERRED: A two-year college degree or completion of a specialized course of study.

Work Schedule

FULL-TIME – Non-exempt – 8:30 AM – 5:30 PM Monday thru Friday, with alternating Saturdays (required) from 8:30 AM – 1:00 PM

Starting Pay Expectations:

Minimum pay range midpoint of $26.17 an hour. Placement will generally not exceed the midpoint and is based on qualifications, experience, and internal equity. 

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

How We Determine Pay:

This position is covered by the Oregon Equal Pay Act. Your salary is determined based on the experience listed in your resume that is directly related and equivalent to the position for which you are applying. It is strongly encouraged to include any transferable experience (paid or unpaid regardless of how recent) to ensure your offer is reflective of all your relevant experience.

Benefits: Here are a few of our great benefits.

Medical, Vision, and Dental- Generous PTO-401k- Education Reimbursement & Student Loan Repayment Assistance and the onsite gym at administrative headquarters.

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.