Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Member Service Representative/Relationship Officer - Kruse Meadows

$25 per hour

OnPoint

OnPoint Financial Services Career Opportunity

At OnPoint, it's more than just having a job, it's about starting and growing your career. We're dedicated to supporting you through your journey from the minute you first walk in the door. With our help, you will be an expert in the products and services that we offer and you'll be able to provide members with sound and practical financial advice. We're looking for outgoing, friendly and helpful people. Can you provide exceptional member service? Are you a dependable team player? Can you work efficiently and are you good at multitasking? Your career in the financial services industry can start right here, right now!

Responsibilities

Proactively supports the branch team with exceptional member service to include eye contact, active lobby management, checking in with waiting members, interest and willing to help, greeting members warmly and thanking them by name, energy in body language and tone, using friendly comments and insuring members current and future needs are fulfilled.

Opens new consumer and business accounts, Fiduciary, IRA's, CD's, checking and loans. Focus on retention of current loan and deposit business and developing new consumer and business relationships.

Listening, identifying, processing and recommending solutions. Takes initiative to utilize all available resources to ensure members are assisted completely.

Performs both account and loan maintenance, assists with submitting necessary documentation to support transactions.

Conduct outbound calling to members in order to further develop and/or retain lending and deposit relationships.

Acts as liaison between members and off-site employee's and departments to resolve issues, assist with courtesy signings, and completion of required forms and documents.

Listens for clues and identifies cross-sell opportunities and refers to appropriate staff members as appropriate.

Maintains cash drawer and balances within guidelines established by Credit Union.

Performs any additional duties as required by the Branch Management Team for the overall operations of the branch.

Knowledge, Skills & Abilities

Demonstrated knowledge and experience with financial and lending operating systems.

Ability to give exceptional member service and have strong interpersonal communication skills.

Work effectively as part of a team and individually to consistently meet and exceed set goals determined by the Credit Union.

Ability to coordinate and complete a variety of assignments simultaneously and prioritize work.

Ability to be self-directed and work under limited direct supervision.

Job Qualifications

High school diploma or GED required.

A minimum of 1-2 years previous financial institution experience.

Retail sales or customer service position involving cash experience preferred.

Bilingual skills are a plus.

Ability to successfully register with the National Mortgage Licensing System (NMLS).

Additional Information:

Hours of Operation: Monday - Thursday 9 AM - 5:30 PM, Fridays 9 AM - 6 PM, Saturdays 9 AM - 1 PM

Starting Pay: $25.00 per hour!

At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.

We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don't let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.

OnPoint
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Member Service Representative/Relationship Officer - Kruse Meadows in Lake Oswego, OR vacancy
  • $22.88 - $31 per hour

     ...Member Service Representative I (Beaverton, OR) Beaverton - Beaverton, OR 97008 Overview Salary Range $22.88 - $31.00 Hourly Description...  ...for handling existing member accounts, building strong relationships, and delivering exceptional member service. Assists... 
    Suggested
    Hourly pay
    Local area
    Monday to Friday

    Rivermark Community Credit Union

    Beaverton, OR
    2 days ago
  • $40k - $60k

     ...Future Opening: Customer Service Representative - State Farm Agent Team Member ROLE DESCRIPTION: As a Customer Service...  ...Opportunity for advancement within my office PTO Valuable career‑building...  ...: Establish customer relationships and follow up with customers as... 
    Suggested
    For contractors
    Work at office

    State Farm

    Milwaukie, OR
    4 days ago
  • $65k - $95k

     ...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent...  ...: Establish customer relationships and follow up with customers as...  ...Opportunity for advancement within my office Paid time off (vacation and personal... 
    Suggested
    Hourly pay
    For contractors
    Work at office

    Courtney Rogers - State Farm Agent

    Beaverton, OR
    2 days ago
  •  ...Customer Service Representative Benefits: ~ Opportunity for advancement ~ Paid time...  ...the Portland metro area. Building relationships outside the office is just as important to me as serving...  ..., and team-oriented. Every member of our team has been with the agency... 
    Suggested
    Work at office
    Local area
    Flexible hours

    Jacquline Fitzgibbon - State Farm Agent

    Portland, OR
    6 days ago
  • $21 - $26 per hour

     ...team. As a State Farm team member for Kelly Manning State Farm...  ...build and develop customer relationships within the community to promote...  ...appropriate products and services. As an Agent Team Member,...  ...outside sales or inside sales representative, retail sales associate, or... 
    Suggested
    Hourly pay
    For contractors
    Monday to Friday

    Kelly Manning - State Farm Agent

    Beaverton, OR
    2 days ago
  • $55k - $75k

     ...market only State Farm insurance and financial service products. Responsibilities: Establish customer relationships and follow up with customers, as needed. Use...  ...appropriate products and services. As an Agent Team Member, you will receive: Simple IRA Hourly pay... 
    Hourly pay
    For contractors
    Flexible hours

    Todd Houser - State Farm Agent

    Portland, OR
    2 days ago
  •  ...reinforced the importance of strong relationships, accountability, and developing people...  ...long-term success. We look for team members who are motivated to learn, willing to...  ...ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Casey... 

    Casey Hill - State Farm Agent

    Sherwood, OR
    18 days ago
  • $18 - $25 per hour

    Future Opening: Customer Service Representative - State Farm Agent Team Member Full Time • Portland - OR 401(k) matching...  ...Establish customer relationships and follow up with customers as...  ...Opportunity for advancement within my office Paid time off (vacation and personal... 
    Hourly pay
    Full time
    For contractors
    Work at office

    Scott Brennan - State Farm Agent

    Portland, OR
    4 days ago
  • $40k - $60k

    Customer Service Representative - State Farm Agent Team Member Full Time in Portland - OR Replies within 24 hours 401(k) Bonus based on performance Health...  .... Responsibilities Build strong customer relationships and provide ongoing support as required. Employ a... 
    Full time
    For contractors

    Marknguyeninsurance

    Portland, OR
    4 days ago
  • $125k - $175k

     ...schedule out of one of our local offices. At Aldrich, we...  ...as part of a team, each representing a unique area of expertise....  ...Tax Manager provides client service, relationship management, and consulting...  ...experience. We value our team members and offer a comprehensive... 
    16 hours
    Full time
    Seasonal work
    Local area
    Flexible hours

    Aldrich

    Lake Oswego, OR
    4 days ago
  • $45k - $55k

    Customer Service Representative - State Farm Agent Team Member Full Time in Tigard - OR Replies within 24 hours Benefits Bonus based on performance Health insurance Opportunity for advancement Paid time off Competitive salary Flexible schedule Training & development... 
    Full time
    Flexible hours

    Kristin Staropoli State Farm Insurance

    Tigard, OR
    4 days ago
  •  ...Practices self-leadership and promotes learning in others by building relationships with cross-functional stakeholders; communicating information...  ...providing advice to drive projects forward; influencing team members within assigned unit; listening and responding to, seeking,... 
    Work experience placement
    Local area

    Kaiser Permanente

    Clackamas, OR
    7 days ago
  •  ...Practices self-leadership and promotes learning in others by building relationships with cross-functional stakeholders; communicating information...  ...providing advice to drive projects forward; influencing team members within assigned unit; listening and responding to, seeking,... 
    Work experience placement

    Kaiser Permanente

    Portland, OR
    4 days ago
  • $160k - $240k

     ...:The Medical Science Liaison (MSL) is a member of a field-based team of scientists who...  ...for developing and enhancing professional relationships with medical thought leaders involved in...  ..., printer, telephone and other similar office machinery.Description of Work EnvironmentFrequent... 
    Full time
    Work at office
    Local area
    Worldwide
    Flexible hours

    Jazz Pharmaceuticals

    Portland, OR
    6 days ago
  • $157k - $212.41k

     ...and obesity-related conditions. As a member of the Amgen team, you’ll help make a...  ....Ability to build and maintain strong relationships with external stakeholders and possess...  ...annual bonus program, or for field sales representatives, a sales-based incentive planStock-... 
    Full time
    Flexible hours

    Amgen

    Portland, OR
    5 days ago
  • $69.7k - $94.3k

     ...IIIHybrid role (3 days/week in office) at our Portland, Medford,...  ...easier and lives better. As a member of the Compliance team, our Compliance...  ...corrective actions - all in service of creating a person-focused...  ...in building effective relationships at all levels of the organization... 
    Full time
    Work at office
    Immediate start
    Work from home
    Flexible hours
    3 days per week

    Cambia Health Solutions

    Portland, OR
    7 days ago
  • $20 - $28 per hour

     ...And Commercial Deposit Client Relationship Manager Work closely with...  ..., direction and customer service support for corporate and commercial...  ...guidance from Sr. CCS Representative to approach complex issues....  ...unless requested directly by a member of the Talent Acquisition... 
    Immediate start

    Columbia Bank

    Lake Oswego, OR
    2 days ago
  •  ...agency dedicated to providing exceptional service to our customers. We are currently...  ...invite you to apply and become a valued member of our team. RESPONSIBILITIES Greet customers...  ...members. Manage appointment scheduling and office communications. Assist in handling incoming... 
    Work at office

    Julie Nagaria - State Farm Agent

    West Linn, OR
    1 day ago
  •  ...Are You Driven & Ambitious?We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having... 
    For contractors
    Work at office

    Russel Williams - State Farm Agent

    West Linn, OR
    5 days ago
  • $31.41 - $47.07 per hour

     ...patient care coordination and referral services for patients discharged from an in-patient...  ...assistance availability from family members or friends. Submits referrals with completed...  ...and maintains constructive working relationships with management and staff. Goes 'the... 
    Full time
    Work experience placement
    Shift work
    Day shift

    Adventist Health Portland

    Portland, OR
    2 days ago
  •  ...Overview The ARM supports Relationship Managers (RMs) in managing...  ...responsive and exceptional service in accordance with the Bank’...  ...based operating systems and office suites (Microsoft Word, Outlook...  ...demands described here are representative of those that must be met by... 
    Work experience placement
    Work at office

    Northwest Bank

    Lake Oswego, OR
    8 days ago
  • $23 - $25 per hour

     ...We are looking for customer service professionals who can excel...  ...of our merchandise, represent our brand, and create brilliant...  ...with our customers and home office team members in writing as well as face...  ...ability to focus on people and relationships. Why Work for Shane Co?... 
    Home office
    Flexible hours
    Weekend work
    Afternoon shift

    Shane Co.

    Tigard, OR
    4 days ago
  •  ...Chief Innovation & Growth Officer (CIGO) About the Company Internationally recognized...  ...advocacy professional development member networking & support and member...  ...and the capacity to build and maintain relationships with senior leaders and stakeholders. The... 

    Confidential

    Portland, OR
    2 days ago
  •  ...Chief Revenue Officer (CRO) About the Company Rapidly growing, technology-focused...  ...scale the business. The CRO will be a key member of the executive leadership team, owning...  ...leader with the ability to build and manage relationships with various partners and a strong focus... 
    Remote work

    Confidential

    Portland, OR
    2 days ago
  • $48k - $72k

     ...agency dedicated to providing exceptional service to our customers. We are currently...  ...as a Receptionist - State Farm Agent Team Member. Our ideal candidate is highly organized,...  ...members. Manage appointment scheduling and office communications. Assist in handling incoming... 
    Hourly pay
    For contractors
    Work at office
    Immediate start
    Flexible hours

    Brian Koenig - State Farm Agent

    Tualatin, OR
    2 days ago
  • $20 - $25 per hour

     ...strategically turn leads into long‑lasting customer relationships. As our Receptionist - State Farm Agent Team Member, your knowledge of insurance products and...  ...clients, identify their needs, and market products or services that maximize value. You may also assist in... 
    Hourly pay
    Full time
    Part time
    For contractors
    Casual work

    State Farm

    Portland, OR
    2 days ago
  • $23.27 - $25.51 per hour

     ...supplies, solutions, and services. We focus on...  ...customers and community members know that they can rely...  ...regularly with vendor representatives and industry...  ...maintain professional relationships with customers Communicates...  ...company name, title, office number, cell number,... 
    Hourly pay
    Work at office

    PARR

    West Linn, OR
    4 days ago
  • $45k - $55k

     ...team of 8 talented professionals. Before opening my own office, I worked in the human services field and got my start in insurance by joining a friend...  ...join our team as a Receptionist - State Farm Agent Team Member. Our ideal candidate is highly organized, detail‑oriented... 
    Full time
    For contractors
    Casual work
    Work at office

    Kristin Staropoli State Farm Insurance

    Tigard, OR
    4 days ago
  •  ...State Farm Agent Team Member with our agency, your...  ...Establish customer relationships and follow up with customers...  ...friendly customer service. Service can include...  ...or inside sales representative, retail sales associate...  ...advancement within my office Work from home on Fridays... 
    Work at office
    Work from home

    Amber Scism - State Farm Agent

    Portland, OR
    4 days ago
  • $68.67k - $83.93k

     ...suburban markets. Develops profitable new business account relationships and increased profitability from existing accounts....  ...opportunities based on knowledge of clients, markets, products, and services. Makes sales presentations to existing and prospective clients... 
    Remote job
    Work experience placement

    US Bank

    Portland, OR
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Member Service Representative/Relationship Officer - Kruse Meadows. Be the first to apply!