Member Service Advocate (Phone Teller) - Call Center - Oak Grove/Milwaukie [United States]


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


Expand your career and join the Embold Credit Union Team!


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: $17.00 to $21.00 per hour based on experience

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


At Embold Credit Union, each employee has the opportunity to improve lives by offering world class service.


Our Member Service Advocate - Call Center (Phone Teller) is a key frontline position where you will initiate a variety of member-focused solutions and services. Activities include processing transactions, deposits, withdrawals, check cashing, loan payments, account transfers, fraud reports, account inquiries, and account maintenance. Each Member Service Advocate (Phone Teller) is empowered to help our members reach their financial goals by providing information on our exciting services, products, and promotions.


Here is a snapshot of what our Member Service Advocate’s day-to-day looks like:

  • Connecting and chatting with members to process requests ensuring accuracy and complete satisfaction.
  • Researching and resolving fundamental member inquiries about member accounts, verify transactions, and examine documents.
  • 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.
  • Protect our members by resolving loan application issues, addressing credit report concerns, and working with each member to move them towards financial success.
  • 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.
  • Demonstrates proficiency and knowledge about technology with the ability to quickly learn and access products through banking core systems.
  • Have fun in this fast-paced environment.

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