Member Engagement Officer

NW Priority Credit Union is seeking a Member Engagement Officer at our Beaverton branch. As a Member Engagement Officer, you will provide personalized service by working closely with members and future members with their unique financial situations and goals, leading to tailored advice, solutions, and the best credit union products & services to meet their needs. You’ll be a subject matter expert in all member-facing consumer lending (including Home Equity loans) and member service duties. You’ll open and maintain all types of deceased, trust, business, and other special accounts.

• Recognizes members’ needs to proactively open, maintain and update all Personal, Business, Trust, Deceased and other special accounts. Process consumer loans and refer other products such as investment services.
• Provides routine information on credit union services, policies, membership eligibility, type of credit union accounts, and inquiries regarding account balance, status, and history.
• Maintains and balances assigned cash drawer daily, follows security procedures and assigned cash limits.
• Provides support to teller area staff, answering questions on policies and procedures. Promotes a positive team environment. 
• Researches and resolves member inquiries and completes appropriate documents and refers them to Accounting/Electronic Services for assistance when necessary.
• Prepares loan documents, including notes, security agreements, payroll deduction authorization, vehicle title forms, etc. Verifies that all documents have been accurately completed. Prepares disbursement checks.
• Acts as support service to staff with respect to counseling members, knowledge of sharing, enhancements, and other training as required.
• Responsible for complying with all laws, statutes, rules and regulations which govern the credit union, including but not limited to all components of the Bank Secrecy Act provisions of the US Patriot Act.
• Back up to provide managerial support when manager is not available, including vault transactions, e.g., balance, replenish cash, and complete documentation for ATM. Open and close the branch.
• Participate in required meetings and training.
• Ability to be certified by NMLS
• Performs other duties as assigned by management.

Job Experience: Minimum of three years in financial services. Knowledge of advanced cross-servicing techniques to cross-service members competently. Basic knowledge of consumer laws and the procedures required to maintain compliance with those laws. Required cash handling and opening of special accounts, such as trust, rep payee, deceased, business, and personal accounts.

Software Skills: Excellent computer skills with knowledge of Microsoft Office software.

Physical Demands: Required to sit for extended periods and occasional walking to provide member services. Required to lift up to 50 lbs. (coin bags). Noise level moderate to high in immediate area and normal range of hearing necessary to communicate by telephone and in person with staff and members.

Work Conditions: Regular work day with occasional overtime. Ability to travel to branch locations. Exposed to potentially hazardous conditions (robbery).

Other Skills: Strong organizational and analytical skills required to resolve member/staff questions or problems. Must maintain a high degree of accuracy in handling cash, balancing a cash drawer and entering member transactions into the computer. Must demonstrate excellent written and oral communication skills. Strong interpersonal skills to represent the Credit Union professionally and positively to members and to interact daily with staff and management. Ability to exercise judgment and maintain confidentiality in dealing with membership and staff. Ability to complete or resume tasks despite interruptions.