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LIVE Advisor II

St. Helens, OR · Banking/Loans

InRoads Credit Union - LIVE Advisor II

InRoads Credit Union is seeking a diligent, and knowledgeable full time LIVE Advisor II to join our team in St. Helens, Oregon. This position comes with a full benefit package including a matching 401k.
The LIVE Advisor II enhances the member experience through the utilization of InRoads LOS, video chat technology, phone, online applications, email or other software, to process requests made by the member/non-member, while engaging with and educating individual(s) about InRoads products and services. Ensures that requests are processed in a timely manner and the individual(s) is updated throughout the process. Understands and consistently achieves goals and targets while ensuring that the individual’s unique needs are identified, and appropriate solutions are developed to assist them in achieving their financial goals.
An Associate’s degree in a business-related field is preferred, with a minimum of or 3- years’ experience in a financial institution in the loan, mortgage or deposit account areas, is required. Or 4-year previous experience working in a member facing role in a credit union or other financial industry, may be considered.

A successful LIVE Advisor II should be equipped with the following:
  • Advanced knowledge of consumer account and loan products and services and HELOC products offered by the Credit Union
  • Basic knowledge of 1st and 2nd mortgage products offered by the Credit Union
  • Intermediate knowledge of department software, such as, but not limited to Pop-IO, XP2, MeridianLink and Encompass
  • Understanding of Credit Union philosophy, our organization, bylaws, and operational procedures
  • The ability to comply with the requirements of the Bank Secrecy Act, AML, and OFAC as it specifically relates to the job functions and other regulations that pertain to job responsibilities
  • Proficiency in spreadsheet, word processing, Outlook, and database software applications skills is required
  • Ability to maintain composure while under pressure and interact with members using video technology, by telephone, and through other communication methods using active listening skills and excellent teamwork
  • Must be reliable in creating highly accurate work results, meeting strict deadlines, and prompt and friendly service delivery
  • Requires working with others in a group or team and the ability to remain flexible despite interruptions and/or routine changes to priorities and/or job duties
  • Must be comfortable communicating with video technology
  • Must have or obtain NMLS#
  • Must have the ability to work a Monday through Saturday, with Saturday being a primary work day and be bondable
InRoads Credit Union is an Oregon-based not-for-profit financial institution. At InRoads, we are that trusted resource for our members and communities. We’re here to deliver the financial expertise our members want and need, from affordable loans and financial resources, to money saving advice and planning. When our members succeed, so does the credit union. Our employees are a vital part of that success. Transparency, celebration of individuality, confidence, the ability to work with members to achieve their financial goals and dreams, and strong communication skills are necessary for any successful candidate.
Together we are InRoads Credit Union.
If you feel a connection to our credit union after reading a little about the position and our organization, and you meet minimum qualifications, submit your employment information (letter of interest, resume and application) as soon as possible. This position will remain posted until filled.  
InRoads is an equal employment opportunity employer.
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