Senior Teller (Redmond)
Oregon Community Credit Union job in Redmond, OR
OCCU, a member-owned credit union based in Eugene, Oregon, is driven by its vision to Enrich Lives. This vision guides every action, aligning the team toward a greater sense of purpose. With each interaction, OCCU aims to make a positive impact on individuals and communities. The values of tenacity, humility, and big-heartedness are at the core of OCCU's commitment to putting members first.
The position is in Redmond Oregon, with starting pay from $22 - $23.50 per hour plus potential incentives. OCCU offers an additional $2 per hour to Tellers who successfully pass a Spanish-speaking test.
As a Senior Teller, or Senior Enrichment Representative, you are responsible for assisting members with financial transactions. Senior Tellers serve as the face of the credit union providing an enriching member experience by asking individualized questions and providing personalized service. You will educate members on products and services by understanding each product and effectively communicating the benefits of building strong, trusted relationships with members.
Applicants must have at least one year of experience as a Teller in a financial institution, experience in customer service, cash handling, and working in a business office setting is preferred.
OCCU offers a comprehensive compensation and benefits package, including medical, dental, and vision insurance, a 401(k)-retirement plan with employer match, paid time off in addition to 13 paid holidays, tuition reimbursement for eligible education and training, and company-paid long-term disability.
OCCU is an Equal Opportunity Employer, and qualified candidates are encouraged to apply online by submitting their resume and cover letter detailing their qualifications and experience.
Part-time Senior Teller (Bend)
Oregon Community Credit Union job in Bend, OR
OCCU, a member-owned credit union based in Eugene, Oregon, is driven by its vision to Enrich Lives. This vision guides every action, aligning the team toward a greater sense of purpose. With each interaction, OCCU aims to make a positive impact on individuals and communities. The values of tenacity, humility, and big-heartedness are at the core of OCCU's commitment to putting members first.
The position is in Bend, Oregon, with starting pay from $21 - $23 per hour plus potential incentives. Spanish-speakers who pass a test earn an extra $2 per hour.
Location: Bend, OR - Onsite work environment
Part-time Senior Tellers support members with financial transactions, ask questions to identify needs, and provide product information. They work 1824 hours a week, typically covering midday shifts. Key duties include personalized recommendations, accurate transaction processing, record keeping, cash balancing, handling account requests, supporting branch goals, meeting service and sales targets, and responding to member queries.
This role requires at least six months of related experience, cash handling skills, and staying up-to-update on products and procedures. Attending and completing training to improve job performance is also necessary.
OCCU offers a comprehensive compensation and benefits package, including dental, and vision insurance, a 401(k)-retirement plan with employer match, paid time off in addition to 13 paid holidays, tuition reimbursement for eligible education and training, and company-paid long-term disability.
OCCU is an Equal Opportunity Employer, and qualified candidates are encouraged to apply online by submitting their resume and cover letter detailing their qualifications and experience.
Member Relationship Advocate II (Personal Banker/Belmont)
Portland, OR job
Job Details Belmont - Portland, OR $24.62 - $36.92 HourlyDescription
This job posting will close on Tuesday, October 21, 2025
Join our team
Rivermark Community Credit Union and Advantis Credit Union officially merged in 2024, coming together for good as Rivermark Community Credit Union. Our united mission is to be the leader in fostering financial wellness for our members and the community across Oregon and SW Washington, including historically marginalized and underserved populations.
Rivermark is committed to transforming lives and communities together. So, if you're looking for a career where meaningful work, inclusion, value, and recognition are paramount, then you belong here.
Our commitment to inclusion
Rivermark celebrates differences and fosters an environment where individuals can show up every day as their authentic selves. It's part of our fundamental commitment to a culture of belonging for our employees, members, and community partners. See what inclusion looks like at Rivermark, and learn more on our website.
Primary responsibilities:
Focused on improving the financial lives of members by building strong relationships, delivering exceptional service, and recommending and providing product and service solutions for member needs. Responsible for opening consumer and business accounts and loans, servicing existing accounts and loans, and occasionally conducting financial transactions. Utilizing professional, consultative selling skills, advises and advocates for product and service solutions to that are in the best interest of the members.
Qualifications
Must Haves:
High school diploma/GED required.
Minimum two years' experience in retail financial services required.
Excellent communication and customer service skills.
Ability to represent the credit union to members and business partners in a friendly, positive, and professional manner, consistent with that of the Credit Union at all times.
Strong written, verbal and interpersonal skills.
Ability to accurately interpret and apply the credit union's policies and operational procedures.
Maintains high standards in areas of security, accuracy, thoroughness, completeness and neatness of documentation, system input, and correspondence. Able to maintain high levels of confidentiality.
Strong organization, planning and prioritization skills.
Ability to learn and maintain thorough knowledge of the Credit Union's products and services.
Ability to effectively sell credit union products and services to members, using consultative selling skills to define and recommend enhancements to the member's financial services.
Proficient in using personal computers, particularly Microsoft Office products such as Word and Excel. Must be technologically savvy, with the ability to quickly learn new systems and software applications.
Flexibility to deal with unexpected events and occasionally attend meetings and events that may occur outside of regularly scheduled work hours.
Must be available to work branch hours, including Saturdays.
Nice to Haves:
Spanish speaking skills a plus.
Experience with consumer loans preferred.
We offer a competitive benefits package designed to support your well-being and professional growth. Visit our benefits page to learn more.
Rivermark Community Credit Union is proud to be an Equal Opportunity Employer that celebrates diversity. We acknowledge the challenges in our industry and strive to develop an inclusive culture where all individuals are valued and respected.
Consumer Loan Underwriter II
Remote or Medford, OR job
Department: Consumer Lending Reports To: Consumer Loan Center Manager Grade: 10 Classification: Non-Exempt Supervises Direct: 1 Supervises Indirect: 1
WORK FROM HOME POSITION LEVEL: None - Work is unable to be completed remotely. A presence in office is required full time.
Role:
Underwrites direct and indirect consumer loans for Rogue Credit Union under general supervision and in conformance with established policies and procedures. Works with front line staff and vendors to deliver member focused solutions in decisions and perform a variety of duties and tasks related to underwriting.
Essential Functions & Responsibilities:
80% Underwrites direct and indirect loan requests within established credit guidelines and authority. Notifies staff and dealer personnel of loan decisions in a timely manner, clearly defining acceptable terms and restrictions. Provides coaching and adequate explanations on loan decision rational while evaluating possible solutions and cross-sell opportunities. Consults with staff and dealer personnel as necessary, requesting additional information to evaluate the creditworthiness of the borrower and the value of the collateral being offered. Delivers member focused solutions while providing friendly, helpful, enthusiastic, and unsurpassed service to Branches/Departments and Dealerships.
10% Takes a lead role in troubleshooting problems and handling delicate situations with loan applicants and vendors. Answers dealer and staff questions and responds to phone calls.
5% Stays current on applicable regulations, credit union policies, operational controls, safety measures, service, and security procedures to ensure compliance throughout assigned areas of the credit union. Remains alert to trends or conditions in areas that affect lending. Communicates frequently with Consumer Loan Center Manager, Member Solutions Department, Lending Services Department and Consumer Loan Center Manager for trends in the loan portfolio.
5% Proactively performs other duties as needed or assigned.
Performance Measurements:
1. Supports and practices Rogue's Vision, Mission, Values and Loyalty Culture. Utilizes the Service Promises with both internal and external members. Embraces Rogue's community involvement program in a positive and proactive manner.
2. Achieves the Credit Union's goals and scorecard metrics, including department goals.
3. Provides friendly, professional and accurate service and support to all members, employees and dealerships.
4. Evaluates all loan requests for all possible solutions and cross-sell opportunities.
5. Stays current and well versed with all lending regulations, policies, procedures, practices and systems.
6. Assists in the training of lending staff by engaging underwriting questions and job shadowing.
7. Works as a team with the other staff members in the department to ensure all duties are performed of the department.
Knowledge and Skills:
Experience: Three years to five years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating, influencing or training others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills: Computer and keyboarding skills; loan application and tax analysis skills; good judgment/ decision making skills; good writing skills to include documentation. Highly organized and productive. Strong communication skills.
Physical Requirements: Some lifting required (up to 30 pounds), continuous sitting, occasional standing and occasional walking. Finger dexterity while using computer. Occasional talking and hearing in person and on the telephone. Continuous clarity of vision at 20 inches or less and continuous clarity of vision at 20 feet or more.
Work Environment: Normal workday with occasional overtime. Exposed to potentially hazardous conditions, i.e., robbery. May require working Saturdays or Sunday.
Disclaimer:
s are not intended, and should not be construed to be exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job. They are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about jobs.
Note: Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer.
Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method, please call ************** or email ******************
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Auto-ApplySenior Software Engineering Analyst
Medford, OR job
Department: Information Services
Reports To: Manager of Software Engineering
Classification: Exempt
Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue Valley located in beautiful southern Oregon. Providing services to our members in select Oregon and Idaho counties. We strive to make an impact in the communities we serve by living, giving, and supporting local. Our mission is to provide exceptional member experiences that build mutually beneficial relationships to create the most loyal members in the nation. Here at Rogue, we believe in having a culture of happy team members who feel supported, have the chance to grow their careers, and LOVE where they work!
Role:
The Senior Software Engineering Analyst will leverage experience with software development, technical analysis and knowledge of financial industry processes/systems to facilitate requirements-gathering for software development requests. They will translate business requirements into actionable technical specifications. Act as the crucial communications link between the Software Engineering team, business analysts, end-users, project teams and senior leadership. Assist the development team in adhering to Agile software development principles and full engagement with the Software Development Life Cycle (SDLC). Lead and facilitate Scrum ceremonies and other meetings as needed. Facilitate technical analysis and software solutions documentation. Assist with solutions design, optimization, product evaluation and 'build vs. buy' recommendations. Undertake light application development, Python scripting, SQL report writing, testing/QA and troubleshooting as needed.
Essential Functions & Responsibilities:
50% Collaborate with project teams, business stakeholders, end-users and leadership to derive business requirements and assess scope of work. Analyze business requirements for software development requests and translate into actionable technical specifications for software engineers. Facilitate communication/collaboration between the software engineering team and business partners throughout the organization.
30% Facilitate and lead Scrum ceremonies (sprint planning, story-grooming, retrospective) and other team meetings as needed to support SDLC and Agile software development. Facilitate and manage software related testing/QA efforts. Contribute to code development including Python scripting and SQL queries/reports. Create and maintain thorough documentation related to developed code, process or systems architecture and solution designs.
15% Analyze processes and procedures to identify inefficiencies and suggest software-related solutions. Participate in software architecture design, analysis, technology selection and ‘build vs. buy' assessments.
5% Proactively performs other duties as needed or assigned.
Knowledge & Skills:
Experience: Five years to eight years of similar or related experience.
Education: BS in Computer Science, Information Systems, Business Systems Administration, similar degree OR equivalent work experience in Software Engineering, Business Systems Analysis, Data Science or related field.
Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills: Excellent written/verbal communication skills, ability to work independently with minimal supervision, ability to independently troubleshoot/resolve complex issues across multiple technologies, excellent problem-solving, team collaboration, and time management skills.
Willingness to learn new or additional software tools, methodologies, programming languages and technological paradigms as needed.
Possess an advanced level of business acumen, solid presentation skills and the ability to effectively manage projects. Excellent verbal, written, and facilitation skills and ability to communicate effectively across business and technical audiences. Must be able to deal well with ambiguity and exercise judgment in selecting methods, evaluating criteria, and developing solutions.
Must be effective in analyzing complex requirements, distilling and communicating their relevant business and technical aspects; must provide consistently high levels of service, quality, productivity and demonstrate resourcefulness in proactively gathering information and sharing ideas.
Must be highly self-motivated and productive, with the ability to effectively prioritize work and reconcile competing schedules.
Physical Requirements: Some lifting required (up to 30 pounds), continuous sitting, occasional standing and occasional walking. Finger dexterity while using computer. Occasional talking and hearing in person and on the telephone. Continuous clarity of vision at 20 inches or less and continuous clarity of vision at 20 feet or more. Ability to drive a motor vehicle or arrange for own transportation.
Work Environment: This job is an exempt position that requires flexibility in scheduling tasks and projects. The employee must independently monitor hours and judge the time needed to be spent on applicable duties. Employee must be capable of adjusting to unpredictable schedules proactively. As a direct representative of the Credit Union, the employee must conduct and present themselves courteously and professionally. Exposed to potentially hazardous conditions, i.e., robbery.
Disclaimer:
Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer.
Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method, please call **************.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Auto-ApplyChief Experience Officer
Medford, OR job
Department: Executive Services Department
Reports To: EVP/Chief Operations Officer
Classification: Exempt
Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue Valley located in beautiful southern Oregon. Providing services to our members in select Oregon and Idaho counties. We strive to make an impact in the communities we serve by living, giving, and supporting local. Our mission is to provide exceptional member experiences that build mutually beneficial relationships to create the most loyal members in the nation. Here at Rogue, we believe in having a culture of happy team members who feel supported, have the chance to grow their careers, and LOVE where they work!
Role:
In partnership with the Executive Team, the Chief Experience Officer (CXO) creates a passion for Rogue Credit Union's vision, mission, and guiding values, and leads assigned divisions in the disciplined execution of organizational strategy and objectives. The CXO serves as a strategic leader ensuring consistency and emotional connection through every member experience and channel throughout the member's lifecycle. Embodies Rogue's purpose of partnering with individuals and communities on their journey to financial well-being.
This role is accountable for designing and executing a unified member experience strategy that drives loyalty, engagement, and growth, while upholding Rogue's Loyalty Filter principles: Create and keep promoters, drive good profits, and expect and reward participation. The CXO inspires organizational alignment, champions people-first leadership, and ensures that every experience reflects Rogue's Service Promises, builds trust, and strengthens the bond between members, team members, and community.
Essential Functions & Responsibilities:
25% In partnership with the Leadership Team, collaborates to design, implement, and direct the successful operation of the Credit Union in the pursuit of our agreed upon vision, mission, purpose, values, and loyalty culture. Define and drive the member experience strategy, integrating delivery channels, digital platforms, and brand engagement to achieve organization vision. Partners with the EVP/COO and Leadership Team to ensure the experience strategy supports Rogue's purpose, strategic objectives, financial soundness, and growth goals. Serve as the internal advocate for the member and the brand, ensuring every major initiative aligns with Rogue's purpose and loyalty culture.
20% Branch, Remote, and Contact Center Delivery - Provide executive oversight for the branch network, contact center, and remote delivery functions. Ensure a consistent, exceptional experience across all physical and human channels that reflect Rogue's Service Promises. Leverage data and analytics to understand member needs and continuously refine member engagement strategies that advance financial well-being and generate good profits for the credit union. Leverage the voice of the member feedback through survey programs and other channels to understand what is working well and quickly fix opportunities to improve the member experience and championing new initiatives that will serve members future needs.
20% Digital Experience - Ensure digital member interactions result in increased member engagement and effortless interactions that increase trust and leave members feeling valued. Oversee strategic development of digital capabilities that are intuitive, fast, secure, and personalized. Ensure that digital solutions drive operational efficiency while maintaining the human connection that differentiates Rogue. Champion omnichannel technology integration and partner with IT to leverage data/analytics and AI to personalize experiences and drive efficiency.
20% Marketing, Brand, and Facilities Leadership - Provide strategic direction for Marketing and Facilities ensuring brand identity and physical environments reinforce Rogue's values and purpose. Advance marketing and community engagement strategies that build brand strength, promote financial well-being, and demonstrate measurable growth in member participation. Ensure facilities design and maintenance reflect Rogue's brand-welcoming, community-oriented, and representative of Rogue's excellence and integrity.
10% Culture, Team Leadership, and Organizational Alignment - Lead, coach, and develop senior leaders within the Experience Division, fostering collaboration, accountability to results, and empowerment. Partner cross-functionally with other executive and senior leaders to ensure alignment between experience, operations, technology, and culture initiatives.
5% Ensures the ethical and legal operation of the Credit Union through the understanding of, and vigilant adherence to, all applicable policies, rules, regulations, and laws. Actively represents Rogue in the community and the credit union movement through leadership participation in professional, civic, or charitable organizations. Performs other duties as assigned or required.
Knowledge and Skills:
Experience: Ten or more years of progressive leadership experience in financial services or member-centric industries, including senior-level responsibility for multiple functional areas.
Education: Bachelor's degree required. Master's degree and/or graduation from Western CUNA Management School preferred.
Interpersonal Skills: Work frequently involves exercising advanced conflict resolution, giving material presentations, and resolving issues impacting multiple departments or divisions. Role also requires the ability to motivate or influence others as a material part of the role, with a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the role and a high level of interpersonal skills is critical to the success of this position.
Other Skills: Deep understanding of experience design and omni-channel integration. Strategic thinker with strong analytical, operational, and communication abilities. Expertise in leading transformational change, building loyalty cultures, and leveraging data-driven insights. Must be bondable for the duties of a senior management position. Demonstrate exceptional emotional intelligence, influence, and collaboration. Must be able to inspire, lead, and align diverse teams toward shared goals. Frequent contact with executive leadership, business partners, and community stakeholders demands diplomacy and professional presence.
Physical Requirements: Some adjusting or moving objects up to 30 pounds in all directions. Must be able to remain in a stationary position, often standing or sitting for prolonged periods. Repeating motions that may include the wrists, hands and/or fingers while using computer. Communicating with others to exchange information. Perceiving the nature of sounds at normal speaking levels or without correction. Ability to receive detailed information through oral communication, and make fine discernments in sound. Close and continuous visual acuity to perform activities such as: preparing and analyzing data and figures, transcribing, viewing a computer terminal, and extensive reading.
Work Environment: This job is an exempt position that requires flexibility in scheduling tasks and projects. The employee must independently monitor hours and judge the time needed to be spent on applicable duties. Employee must be capable of adjusting to unpredictable schedules proactively. As a direct representative of the credit union, the employee must conduct and present themselves courteously and professionally. Exposed to potentially hazardous conditions, i.e., robbery. Travel to all credit union regions may be required.
Disclaimer:
s are not intended, and should not be construed to be exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job. They are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about jobs.
Note: Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer. Additionally, travel to all credit union regions may be required.
Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method, please call **************.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Auto-ApplyAnalytics Data Modeler
Medford, OR job
Department: Enterprise Analytics Department
Reports To: Enterprise Analytics Manager
Classification: Exempt
Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue Valley located in beautiful southern Oregon. Providing services to our members in select Oregon and Idaho counties. We strive to make an impact in the communities we serve by living, giving, and supporting local. Our mission is to provide exceptional member experiences that build mutually beneficial relationships to create the most loyal members in the nation. Here at Rogue, we believe in having a culture of happy team members who feel supported, have the chance to grow their careers, and LOVE where they work!
Role:
The Analytics Data Modeler is responsible for designing and maintaining the semantic data layer and analytics catalog that support governed, scalable, and business-aligned reporting and analytics across Rogue Credit Union. This role serves as the product owner of the semantic layer and data/analytics catalog, translating business definitions into technical requirements and enabling trusted, self-service insights. The Data Modeler collaborates closely with Analytics Engineers, BI Analysts, and business stakeholders to ensure consistent terminology, validated metrics, and high-quality data models that support strategic decision-making.
Essential Functions & Responsibilities:
30% Design, build, and maintain semantic models that support enterprise reporting and analytics. Define KPIs, measures, hierarchies, and dimensions with clear business logic that aligns with governance-approved definitions. Optimize models for scalability, query performance, and ease of use in BI tools such as Tableau Server, Tableau Cloud and Power BI. Continuously refine models based on stakeholder feedback and evolving business needs.
25% Engage directly with business stakeholders to validate terminology, definitions, and reporting logic. Document business requirements in a way that can be translated into technical specifications for Analytics Engineers to develop master data. Act as a bridge between technical and non-technical teams, ensuring semantic models accurately reflect the business use case.
15% Administer and curate the enterprise analytics catalog, ensuring all semantic models and datasets include complete metadata (definitions, lineage, and usage notes). Maintain glossary entries and steward assignments. Manage certification workflows so users can distinguish between exploratory data sources and trusted, production-ready models.
10% Contribute to data governance efforts by aligning semantic models with enterprise data definitions and quality standards. Support impact analysis by documenting dependencies across datasets, models, and reports. Partner with stewards and governance bodies to ensure data quality, consistent reporting logic, and alignment in terminology across the credit union.
10% Collaborate with the Data Architect and Analytics Engineers to integrate semantic models into the enterprise data platform. Ensure compatibility with Microsoft Fabric, Lakehouse/OneLake, Tableau Cloud, and Power BI. Participate in architecture testing, deployment, and versioning processes to ensure smooth adoption of future platform enhancements.
5% Assist with configuration of analytics tools to support metadata and governance needs. Contribute to metadata alignment efforts across Tableau's Data Management Add-On, Microsoft Purview, and related tools. Ensure metadata in these systems remains synchronized with the analytics catalog and semantic models.
5% Proactively performs other duties as needed or assigned.
Knowledge & Skills:
Experience: The role requires three to five years of experience in data modeling, metadata management, or analytics engineering, with a proven ability to translate business requirements into technical specifications. It involves designing and managing semantic data models in Microsoft Fabric or a similar platform, including building semantic layers and collaborating with business stakeholders to ensure alignment on terms, definitions, and reporting logic. Familiarity with BI tools such as Tableau and Power BI, SQL-based environments like SQL Server and Oracle SQL Developer, and data cataloging platforms such as Alation, Collibra, or Atlan is essential. Experience in financial services is preferred.
Education: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: The role requires strong SQL skills with experience in relational databases such as SQL Server and Oracle, along with proficiency in Tableau (including the data management add-on), Knime, and metadata tools. Familiarity with Microsoft Fabric, Lakehouse/OneLake, and Purview is important, as well as an understanding of data governance, cataloging, and semantic modeling best practices. Experience with data modeling tools like dbt, or similar is expected, combined with excellent communication, documentation, and stakeholder engagement skills.
Physical Requirements: Some lifting required (up to 30 pounds), continuous sitting, occasional standing and occasional walking. Finger dexterity while using computer. Occasional talking and hearing in person and on the telephone. Continuous clarity of vision at 20 inches or less and continuous clarity of vision at 20 feet or more.
Work Environment: This job is an exempt position that requires flexibility in scheduling tasks and projects. The employee must independently monitor hours and judge the time needed to be spent on applicable duties. Employee must be capable of adjusting to unpredictable schedules proactively. As a direct representative of the Credit Union, the employee must conduct and present themselves courteously and professionally. Exposed to potentially hazardous conditions, i.e., robbery.
Disclaimer:
Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer.
Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method, please call **************.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Auto-ApplyFinancial Technical Training Specialist
Oregon Community Credit Union job in Eugene, OR
OCCU, a member-owned credit union based in Eugene, Oregon, is guided by its vision to Enrich Lives. This vision shapes every action, aligning the team with a greater sense of purpose. With each interaction, OCCU strives to positively impact individuals and communities. The values of tenacity, humility, and big-heartedness are central to OCCU's commitment to putting members first.
This remote role requires applicants to live in Oregon, Washington, or Idaho. Pay starts at $26.50 - $34.00 per hour.
The Technical Training Specialist develops and presents instructional training materials for staff at various levels, ensuring employees have the skills they need to perform their best. They use effective adult learning methods and collaborate with subject matter experts (SMEs) for accurate content. These specialists lead technical, project-based, and software-related training sessions.
Candidates must have at least two years of training experience, ideally in financial services. Strong communication skills in writing, speaking, and presenting are essential, as is experience with adult learning and education methods. Familiarity with OCCUs systems, procedures, and products is preferred. Ability to learn new technologies quickly is required. An associate degree or equivalent relevant experience is necessary.
OCCU offers a comprehensive compensation and benefits package, including low-cost medical, dental, and vision insurance, a 401(k)-retirement plan with employer match, paid time off in addition to 13 paid holidays, tuition reimbursement for eligible education and training, and company-paid long-term disability.
OCCU is an Equal Opportunity Employer, and qualified candidates are encouraged to apply online by submitting their resume and cover letter detailing their qualifications and experience.
Manager of Project Management
Medford, OR job
Department: Projects and Strategic Execution Department
Reports To: Vice President of Strategic Execution
Classification: Exempt
Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue Valley located in beautiful southern Oregon. Providing services to our members in select Oregon, Idaho and California counties. We strive to make an impact in the communities we serve by living, giving, and supporting local. Our mission is to provide exceptional member experiences that build mutually beneficial relationships to create the most loyal members in the nation. Here at Rogue, we believe in having a culture of happy team members who feel supported, have the chance to grow their careers, and LOVE where they work!
Role:
Ensures that projects across Rogue Credit Union's project portfolio are planned, executed, and delivered in a timely and efficient manner with high-quality outcomes. Fills the role of project manager on select strategic projects while providing hands-on managerial and technical leadership for a team of project managers supporting the remaining projects within the portfolio. Assists in setting the strategic vision for the Projects and Strategic Execution department and is a leader in implementing that strategic vision, with a focus on enhancing the portfolio management for the credit union's priorities.
Essential Functions & Responsibilities:
30% Oversees the development and coaching of project managers, encompassing both technical project management proficiency and essential soft skills vital for thriving in the credit union. Manages the recruitment, training, and motivation of highly competent staff to effectively address daily operational demands within areas of responsibility. Executes objective performance assessments and evaluates the performance of all direct reports, while fostering a coaching culture geared towards maximizing employee and team achievement ultimately aimed at enhancing member loyalty through the creation of exceptional experiences.
25% Works collaboratively with management to assist in overseeing the credit union's project portfolio, facilitating essential processes such as project approval, prioritization, planning, resource allocation, scope management, and status reporting. Ensures the thoroughness, currency, and proper storage of project communication and documentation. Maintains a centralized view of resource allocation across all projects, identifying and resolving areas of risk associated with the potential over-allocation of resources.
20% Drives the ongoing advancement of project management maturity within the credit union by implementing strategic initiatives and best practices. Leads the selection, implementation, and administration of systems supporting project management processes. Collaborates with stakeholders to identify opportunities for improvement and innovation in project management methodologies and tools. Establishes governance frameworks to ensure the effective utilization of project management systems and fosters a culture of continuous improvement within the department.
20% Leads project teams in implementing the credit union's highest-priority strategic projects, fostering relationships with internal teams and vendor partners to engage stakeholders, solve problems, and achieve objectives. Develops and maintains key project documents throughout the project lifecycle, while managing all project communications and stakeholder messaging. Responsible for overseeing project tasks, resources, and budgets, guiding stakeholders through decisions and issue resolution. Facilitates contract review, revision, and execution in support of project owners and relevant stakeholders.
5% Proactively performs other duties as needed or assigned.
Knowledge and Skills:
Experience: Five years to eight years of similar or related experience.
Education: (1) A bachelor's degree, or (2) equivalent combination of education and experience, with a minimum of 3 years of experience in a related role, along with formal certifications such as Project Management Professional (PMP).
Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills: An affinity for identifying efficiencies that are applicable to our business' unique needs. Excellent multi-tasker with an entrepreneurial attitude. Knowledge of how to identify things that need optimization and attention and can spring into action without much oversight. Possess an analytical mind, and you love to use and apply it whenever and wherever able. Possesses strong leadership capabilities, ability to foster an environment of healthy team debate, collaboration, and growth. Flexibility to handle directional changes with the ability to juggle moving priorities to ensure success. Team player with demonstrated ability to work successfully with mixed teams of business and technical resources. Flexibility to work on technology, change, and business process programs. Must be able and comfortable interacting with senior management and able to effectively communicate with all stakeholders. Ability to analyze and assess project complexities.
Physical Requirements: Some adjusting or moving objects up to 30 pounds in all directions. Must be able to remain in a stationary position, often standing or sitting for prolonged periods. Repeating motions that may include the wrists, hands and/or fingers while using computer. Communicating with others to exchange information. Perceiving the nature of sounds at normal speaking levels or without correction. Ability to receive detailed information through oral communication, and make fine discernments in sound. Close and continuous visual acuity to perform activities such as: preparing and analyzing data and figures, transcribing, viewing a computer terminal and extensive reading.
Work Environment: This job is an exempt position that requires flexibility in scheduling tasks and projects. The employee must independently monitor hours and judge the time needed to be spent on applicable duties. Employee must be capable of adjusting to unpredictable schedules proactively. As a direct representative of the credit union, the employee must conduct and present themselves courteously and professionally. Exposed to potentially hazardous conditions, i.e., robbery. Travel to all credit union regions may be required.
Disclaimer:
Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer.
Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method, please call **************.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Auto-ApplyMember Solutions Counselor I
Medford, OR job
Department: Asset Protection
Reports To: Assistant Member Solutions Manager
Classification: Non-Exempt
When you join the team at Rogue Credit Union, you become a part of a purpose-driven organization that is focused on partnering with individuals and communities on their journeys to financial well-being. As a team member, you become a part of a growing financial cooperative whose mission is to provide exceptional member experiences that build mutually beneficial relationships to create
the most loyal members in the nation
. We strive to make an impact in the community by living, giving, and supporting local. Our focus is not our assets, but on providing value for the people and communities we serve.
We believe in building a culture of happy team members who feel supported, have the chance to grow their careers, and LOVE where they work! Our team members are critical to making our communities a better place to work and play. Rogue Credit Union is headquartered in the Rogue Valley which is located in beautiful southern Oregon. We're surrounded by gorgeous mountains, trees, rivers, lakes, waterfalls, music, festivals, art, and farm-to-table culinary delights. We're proud to call the Northwest home.
Good candidates for Rogue are friendly, helpful, and enthusiastic individuals. They're excited to make an impact in the community and are passionate about serving our members. Applicants are ready to join not just a growing financial cooperative, but a team who will value and support them personally and professionally.
Rogue Credit Union is a member-owned, not-for-profit financial cooperative with an asset base of over $3 billion and a loan portfolio of over $1.8 billion. At Rogue, membership is more than an auto loan or a checking account; it's about offering a higher level of service to over 204,000 members. Under the guidance of the Board of Directors, Rogue is committed to helping its members along the way, making local communities better for everyone. Membership with Rogue is open to anyone who lives, works, worships, or attends school in select Oregon, Idaho, and California counties. Please visit us online to become a part of something bigger.
Role:
Preserves the credit union's assets by controlling delinquent loan accounts, collecting delinquent loan payments and/or recovering collateral. Works within the Member Solutions Department to deliver member focused solutions while supporting Rogue's Vision, Mission and Values.
Essential Functions & Responsibilities:
50% Contacts members to initiate resolution of delinquent accounts. Takes appropriate action to bring accounts current including, negotiating payment arrangements, locating member-borrowers and offers trusted financial guidance to members that may be facing financial hardship.
20% Maintains accurate files and reports on all collections activity. Reports monthly on the progress of significantly delinquent accounts.
15% Establishes and maintains effective communication while handling escalated collection accounts.
5% Analyzes and informs management of trends in loan underwriting contributing to delinquent/charged-off loans.
5% On behalf of the credit union, prepares for and testifies at legal proceedings as required.
5% Proactively performs other duties as needed or assigned.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Professionalism, phone and in person communication skills, financial analysis skills, good judgment with ability to make recommendations, good organization and productivity skills, accuracy and attention to detail.
Physical Requirements: Some adjusting or moving objects up to 30 pounds in all directions. Must be able to remain in a stationary position, often standing or sitting for prolonged periods. Repeating motions that may include the wrists, hands and/or fingers while using computer. Communicating with others to exchange information. Perceiving the nature of sounds at normal speaking levels or without correction. Ability to receive detailed information through oral communication, and make fine discernments in sound. Close and continuous visual acuity to perform activities such as: preparing and analyzing data and figures, transcribing, viewing a computer terminal and extensive reading.
Work Environment: Normal workday with occasional overtime. Exposed to potentially hazardous condition, i.e., robbery.
Disclaimer:
s are not intended, and should not be construed to be exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job. They are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about jobs.
Note: Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer.
Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method, please call **************.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
This is a Tuesday through Saturday position
Auto-ApplyAssistant Treasurer & Investment Portfolio Ma
Medford, OR job
Department: Accounting Department
Reports To: Treasurer
Classification: Exempt
Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue Valley located in beautiful southern Oregon. Providing services to our members in select Oregon and Idaho counties. We strive to make an impact in the communities we serve by living, giving, and supporting local. Our mission is to provide exceptional member experiences that build mutually beneficial relationships to create the most loyal members in the nation. Here at Rogue, we believe in having a culture of happy team members who feel supported, have the chance to grow their careers, and LOVE where they work!
Role:
Under the guidance of the Treasurer, assists in managing the treasury function within the credit union including responsibility for the investment portfolio and risk management, liquidity management, Asset/Liability (A/L) management, Asset Liability Committee (ALCO), profitability analysis, etc. Assists in the overall management of the balance sheet including taking an active role in making decisions regarding selling/purchasing of interest earning assets. Assists in wide ranging projects such as profitability analysis on specific segment of the credit union, assesses likely financial impact of new proposed product/service, creates projections (either internally or with external partners) of various scenarios.
Essential Functions & Responsibilities:
40% In conjunction with the Treasurer works to analyze and oversee implementation of highly complex investment products including significant responsibility for analyzing different investment options using Bloomberg and other tools. Assists with managing all aspects of the investment portfolio including role of main liaison with investment brokers, analyzing potential investment opportunities including both at the individual investment level as well as at the investment segment level, reports back to ALCO and the Finance Committee on the performance of the portfolio, assists with monitoring the ongoing portfolio to ensure it is still performing as planned at both the individual investment level as well as at the portfolio level, monitors risk in portfolio (credit, interest rate, liquidity, etc.) and responds when necessary to keep risk within designated guidelines, provides recommendations to portfolio management given changes in overall balance sheet make-up, changes in economic trends, changes in goals of the credit union, etc. The role of main liaison with the brokers involves maintaining relationships, staying up to speed on latest investment trends/opportunities, as well as seeking out the best possible purchase opportunities amongst the various brokers when in the market for investments. In addition, is also part of the team that evaluates loan purchase/sale opportunities with specific responsibility for pricing as well as evaluating the impact of such moves on the overall balance sheet.
20% Assists in developing strategies and designing processes for the use and improvement of treasury systems. These systems provide senior management with key information on investments, hedge positions, and other financial instruments. Prepares various ad hoc reports and analyses, including profitability assessments and other reports as needed. Collaborates directly with senior management on balance sheet decisions, focusing on the purchase and sale of interest-earning assets to increase income and reduce risk.
10% Works in conjunction with the Treasurer to manage all aspects of asset/liability (A/L) processes. This includes acting as the primary liaison with third-party A/L partners, ensuring they have the necessary data and context to perform periodic analyses. Reviews reports from these partners and presents findings to the ALCO and Finance Committee. Provides recommendations when reports indicate rising risks or potential issues. Collaborates with A/L partners to develop one-off projections as part of ongoing analytical efforts.
10% Supports liquidity management by ensuring adequate cash flow while maximizing interest income.
10% Recruits, hires, trains, coaches and motivates a highly qualified staff sufficient to meet the daily operational needs of the areas assigned. Establishes and maintains objective accountability measurements and evaluates performance on all direct reports. Creates and maintains a coaching culture to consistently strive toward the highest level of employee achievement and performance in building Member Loyalty.
10% Performs significant role in ALCO/Finance Committee process including preparation of meeting packet, serving as point person for those with periodic presentations to ALCO, communicating ALCO decisions, etc. Proactively performs other duties as needed or assigned.
Knowledge & Skills:
Experience: Three years to five years of similar or related experience. Five years of progressively responsible treasury experience in financial services preferred.
Education: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree). Degree in finance, mathematics, physics, programming or engineering preferred.
Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills: Experience analyzing and trading Fixed-Income securities including private label mortgage-backed securities. Advanced experience with Bloomberg, Intex, prepayment models, SQL, and Microsoft Office products. Advanced Excel skills. Highly accurate and detail oriented. Excellent time management and organizational skills with the ability to work independently. Leadership, management skills and supervisory skills. Problem solving skills. Good communication and judgment skills. Excellent judgment, decision making and risk management skills.
Physical Requirements: Some lifting required (up to 30 pounds), continuous sitting, occasional standing and occasional walking. Finger dexterity while using computer. Occasional talking and hearing in person and on the telephone. Continuous clarity of vision at 20 inches or less and continuous clarity of vision at 20 feet or more.
Work Environment: This job is an exempt position that requires flexibility in scheduling tasks and projects. The employee must independently monitor hours and judge the time needed to be spent on applicable duties. Employee must be capable of adjusting to unpredictable schedules proactively. As a direct representative of the credit union, the employee must conduct and present themselves courteously and professionally. Exposed to potentially hazardous conditions, i.e., robbery. Travel may be required.
Disclaimer:
Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer.
Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method, please call **************.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Auto-ApplyBilingual Digital Support Specialist I (Oregon City)
Oregon City, OR job
Job Details Oregon City - Oregon City, OR $24.62 - $33.00 HourlyDescription
This job posting will close on Thursday, October 23, 2025
Join our team
Rivermark Community Credit Union and Advantis Credit Union officially merged in 2024, coming together for good as Rivermark Community Credit Union. Our united mission is to be the leader in fostering financial wellness for our members and the community across Oregon and SW Washington, including historically marginalized and underserved populations.
Rivermark is committed to transforming lives and communities together. So, if you're looking for a career where meaningful work, inclusion, value, and recognition are paramount, then you belong here.
Our commitment to inclusion
Rivermark celebrates differences and fosters an environment where individuals can show up every day as their authentic selves. It's part of our fundamental commitment to a culture of belonging for our employees, members, and community partners. See what inclusion looks like at Rivermark, and learn more on our website.
Position overview:
Provides support to front-line employees and tier II complex trouble-shooting support for members. Interfaces with digital banking vendors to resolve issues, manage tickets, complete fix testing, and ensure staff and members are followed up with promptly. Minimizes risk to the credit union by appropriately decision block/lock rule actions and contacting members when security alerts are received. Serves as a champion for our digital banking solutions both internally and externally, participates in new feature release testing, and consistently captures the voice of the member to facilitate our member-centered design efforts. Plays a crucial role in bolstering the credit union's digital fluency and increasing the adoption of our digital solutions.
Primary responsibilities:
Responsible for delivering comprehensive support to staff for the Digital Banking platform and services delivered within. Ensures seamless assistance for members and proactively educates and promotes the utilization of available tools to enhance digital fluency and member service delivery.
Takes ownership of interactions that require higher-level troubleshooting expertise. Effectively utilizes available resources and reporting to work with members to identify issues and capture necessary information to escalate to the appropriate vendor.
Effectively prioritizes and oversees multiple open cases across multiple vendor ticketing systems. Works to expedite resolution and promptly responds to vendor inquiries. Vets proposed vendor solutions before providing members with resolution and adhering to established department SLAs. Escalates issues when vendor response quality is lacking, or vendor SLAs are not met.
Handles inquiries related to BioCatch block/lock rules. Minimizes risk to the credit union by analyzing available reports, information, and system warnings and following procedures. Exercises sound judgment when reviewing high-risk transactions and platform or digital services access. Monitors specific real-time alerts and contacts members to ensure account security.
Handles requests from other departments via the Digital Banking Service Incident Queue. Ensures prompt follow-up and closes the loop by providing thorough and prompt responses to the submitting employee.
Solicits feedback and captures the voice of the member to facilitate digital banking optimization and our product roadmap. Participates in new product and service release testing and pilots to ensure final products and services are meeting our high-quality standards.
Qualifications
Must-haves:
High school diploma/GED required.
A minimum of two years of financial institution or technical support experience is required.
Ability to provide advanced technical troubleshooting support with a deep understanding of digital applications, and the ability to stay up to date with quickly changing systems, software, and troubleshooting techniques.
Must possess strong analytical, critical thinking, and problem-solving skills with the ability to analyze various data sources and systems to facilitate decision-making. Exercises sound judgment when authorizing high-risk transactions and requests.
Comprehensive understanding of account takeover attacks and various types of scams, including phishing, social engineering, and malware attacks. Demonstrates exceptional attention to detail and the ability to identify account takeovers.
Capable of clearly explaining the nature of scams and account takeovers to non-technical users, ensuring they comprehend the risks and are well-educated on best practices for protecting personal and account information. This includes the use of strong passwords, multi-factor authentication (MFA), security tokens, and alerts.
Ability to skillfully and frequently display patience, empathy, and understanding in response to end-user/member and employee frustrations resulting in positive, calm, and supportive assistance.
Ability to interact effectively and professionally in group and individual settings and develop positive internal working relationships.
Strong written, verbal communication and interpersonal skills.
Ability to apply solid judgment, initiative, and tact in communications with members and coworkers.
Maintains high standards in areas of security, accuracy, thoroughness, completeness and neatness of documentation, system input, and correspondence. Able to maintain high levels of confidentiality.
Strong organization, planning and prioritization skills. Successful at balancing responsibilities to ensure completion by deadlines.
Proficient in using personal computers, particularly Microsoft Office products such as Word and Excel. Must be technologically savvy, with the ability to quickly learn new systems and software applications.
Flexibility to deal with unexpected events and occasionally attend meetings and events that may occur outside of regularly scheduled work hours.
Hours are 9:15am-6:00pm, M-F, initial on-site training at Oregon City.
This position is a hybrid work model.
Bilingual Spanish speaking skills required.
We offer a competitive benefits package designed to support your well-being and professional growth. Visit our Benefits page to learn more.
Rivermark Community Credit Union is proud to be an Equal Opportunity Employer that celebrates diversity. We acknowledge the challenges in our industry and strive to develop an inclusive culture where all individuals are valued and respected.
Senior Personal Banker (Redmond)
Oregon Community Credit Union job in Redmond, OR
OCCU, a member-owned credit union based in Eugene, Oregon, is guided by its vision to Enrich Lives. This vision shapes every action, aligning the team with a greater sense of purpose. With each interaction, OCCU strives to positively impact individuals and communities. The values of tenacity, humility, and big-heartedness are central to OCCU's commitment to putting members first.
The position is on-site in Redmond, Oregon. The starting pay ranges from $26.00 to $29.00 per hour, with eligibility for incentive pay. Spanish-speaking personal bankers who pass a standardized test receive an additional $2 per hour.
Senior Personal Bankers, also known as Senior Enrichment Advisors, are responsible for providing financial guidance to members, opening new consumer and business accounts, handling payments and loan applications, and promoting OCCU products. They must have a thorough understanding of OCCU's products and services and be able to explain their benefits effectively to members. Work schedules are Monday through Thursday from 8:30 am to 5:30 pm, and Friday from 9 am to 6:30 pm.
Qualifications for this position include a minimum of five years of similar or related experience in banking, including opening consumer and business accounts and loans. Candidates must maintain licensing and relevant updates with the NMLS Safe Act. Qualified candidates will have the necessary education and experience to perform the essential functions and meet the minimum performance expectations for this role, with or without accommodation.
OCCU offers a comprehensive compensation and benefits package, including low-cost medical, dental, and vision insurance, a 401(k)-retirement plan with employer match, paid time off in addition to 13 paid holidays, tuition reimbursement for eligible education and training, and company-paid long-term disability.
OCCU is an Equal Opportunity Employer, and qualified candidates are encouraged to apply online by submitting their resume and cover letter detailing their qualifications and experience.
MCC Service Specialist
Medford, OR job
Department: Member Contact Center Reports To: MCC Assistant Manager Classification: Non-Exempt
Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue Valley located in beautiful southern Oregon. Providing services to our members in select Oregon and Idaho counties. We strive to make an impact in the communities we serve by living, giving, and supporting local. Our mission is to provide exceptional member experiences that build mutually beneficial relationships to create the most loyal members in the nation. Here at Rogue, we believe in having a culture of happy team members who feel supported, have the chance to grow their careers, and LOVE where they work!
Role:
Greets and assists members with active listening skills providing accurate information and service to members. Demonstrates knowledge of Rogue's vision and mission philosophies, using the Service Promises to build Loyal Members through each individual member's experience.
Essential Functions & Responsibilities:
50% Provides unsurpassed member/potential member service experiences. Greets members by telephone, email, or any other remote channel in a friendly and professional manner using the five Service Promises to assist, resolve, and complete members' requests. Includes but is not limited to: transfers, loan payments, stop payments, card orders/replacements, statement/check copies, address changes, general maintenance and other operational tasks as determined or other member assistance items.
25% Completes member requests received via phone, email or any point of member contact through electronic means, including but not limited to: in-depth online banking, bill pay, ATM/Visa/Debit, loan, technical/transaction research and general maintenance. Works with members and other resources to find answers and resolutions. Takes ownership of situations within authority limits or refers to others within the credit union as needed.
20% Maintains effective level knowledge of all credit union departmental products/services/processes, identifying cross sell/referral/trend opportunities. Participates in credit union promotions. Maintains a high level of technical knowledge to successfully perform all duties.
5% Assists other departments as needed; proactively performs other duties as needed or assigned.
Knowledge & Skills:
Experience: One month to twelve months of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Work involves contact with people beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors), requiring ordinary courtesy in providing assistance and information.
Other Skills: Excellent communication, listening and telephone skills. Professional demeanor; extensive technical knowledge with excellent computer/keyboarding skills; 10-key calculator; with a minimum typing speed of 40-45 w.p.m. High ability to multi-task and make decisions with minimum information, possesses the ability to effectively work in multiple systems simultaneously. Has knowledge in using computer search engines and in-depth knowledge of major consumer browsers in order to effectively identify potential issues impacting electronic services. Has the ability and aptitude to learn and maintain knowledge in a multitude of web-based systems/processes. An effective level Member Service Specialist will be self-sufficient and perform their role with minimal supervision and oversight.
Physical Requirements: Some adjusting or moving objects up to 30 pounds in all directions. Must be able to remain in a stationary position, often standing or sitting for prolonged periods. Repeating motions that may include the wrists, hands and/or fingers while using computer. Communicating with others to exchange information. Perceiving the nature of sounds at normal speaking levels or without correction. Ability to receive detailed information through oral communication and make fine discernments in sound. Close and continuous visual acuity to perform activities such as: preparing and analyzing data and figures, transcribing, viewing a computer terminal and extensive reading.
Work Environment: Requires working Saturdays. Normal workday with occasional overtime or unpredictable schedule. This position requires attendance at meetings and events in the evenings and on weekends. Travel to the credit union facilities/regions may be required. Exposed to potentially hazardous conditions, i.e., robbery.
Disclaimer:
Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer.
Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method, please call **************.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Some Saturday shifts may be required.
Auto-ApplyChief Lending Officer
Medford, OR job
Department: Leadership Team
Reports To: EVP/Chief Operating Officer
Classification: Exempt
Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue Valley located in beautiful southern Oregon. Providing services to our members in select Oregon and Idaho counties. We strive to make an impact in the communities we serve by living, giving, and supporting local. Our mission is to provide exceptional member experiences that build mutually beneficial relationships to create the most loyal members in the nation. Here at Rogue, we believe in having a culture of happy team members who feel supported, have the chance to grow their careers, and LOVE where they work!
Role:
The Chief Lending Officer (CLO) is a visionary executive leader who inspires performance and fosters innovation across the Credit Union's lending operations. This role ensures alignment with Rogue's mission, purpose, and values while guiding teams toward strategic objectives. The CLO drives a culture of disciplined execution, cultivates loyalty among members and team members, and enhances the Credit Union's impact through enhancing members financial wellbeing, community service, and advocacy.
Essential Functions & Responsibilities:
25% Lending Product Ownership and Oversight. Develops, implements and manages lending products and growth strategies to meet organizational goals. Monitors product experience and quality to ensure exceptional experiences are created while enhancing member financial wellbeing. Oversee the administration, policies, procedures, compliance, yield, and portfolio risk for the lending programs.
20% Strategic and Operational Leadership. Establish and drive the strategic direction for consumer lending, indirect lending, underwriting, commercial operations, mortgage, and member solutions (collections).
20% Engagement in Leadership Team. Works with the Credit Union's Leadership Team to direct the successful operation of the Credit Union in the pursuit of agreed upon vision, mission, purpose and values. Assists in the development and successful pursuit of organizational objectives, goals and scorecard metrics.
20% Talent Management and Team Development. Recruits, hires, trains, coaches and motivates a highly qualified staff sufficient to meet the daily operational needs of the areas assigned. Establishes and maintains objective accountability measurements and evaluates performance on all direct reports. Ensures assigned areas pursue and achieve objectives, goals and scorecard metrics as outlined in the Strategic Business Plan or as assigned. Creates and maintains a coaching culture to consistently strive toward the highest level of team member achievement and performance in building member and team member Loyalty.
10% Governance and Regulatory Compliance. Protects the safety and soundness of the credit union through the vigilant adherence and effective administration of all Board Policies and all applicable rules, regulations, and laws. Stays current on industry trends and best practices, operational controls, safety measures, service, and security procedures to ensure compliance throughout assigned areas of the credit union. Encourages active understanding of regulation and credit union policy among staff.
5% Proactively performs other duties as needed or assigned.
Knowledge and Skills:
Experience: Five years to ten years of similar or related experience.
Education: Equivalent to a college degree (BS or BA in a relevant field) and/or graduation from Western CUNA Management School required and Master's degree is preferred.
Interpersonal Skills: The ability to motivate and influence others is material, requiring a significant level of diplomacy and trust. Obtaining cooperation (internally and externally) is important and a high level of interpersonal skill is critical. Work frequently requires considerable discussion and/or presentation on strategic positioning and problem resolution.
Other Skills: Must possess a working knowledge of all laws and regulations applicable to credit unions and related businesses. Must have good communication, supervisory, and leadership skills. Must possess excellent organizational and analytical skills; must be able to coordinate a variety of projects; must be self-directed. Must possess high level writing and communication skills including the ability to write effective reports, prepare effective presentations, and speak in public to a variety of constituencies. Must possess a valid Oregon Driver's license and must be insurable to drive a company vehicle. Must be bondable for the position and duties of a senior management position. Must possess PC skills and be able to run spreadsheets, word processing, and publishing software as well as other general office equipment. Must have basic knowledge of relational database design and should be able to understand how data correlates and can be queried for desired reporting output. Further, should be able to convey relevant data and desired reporting output to credit union report writers and analysts.
Physical Requirements: Some lifting required (up to 30 pounds),continuous sitting, occasional standing and occasional walking. Finger dexterity while using computer. Occasional talking and hearing in person and on the telephone. Continuous clarity of vision at 20 inches or less and continuous clarity of vision at 20 feet or more.
Work Environment: This job is an exempt position that requires flexibility in scheduling tasks and projects. The employee must independently monitor hours and judge the time needed to be spent on applicable duties. Employee must be capable of proactively adjusting to unpredictable schedules. As a direct representative of Rogue, the employee must conduct and present themselves courteously and professionally.
Disclaimer:
Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer.
Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method, please call **************.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Auto-ApplyManager of Software Engineering
Medford, OR job
Department: Information Services Department
Reports To: VP of Software & Data Engineering
Classification: Exempt
Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue Valley located in beautiful southern Oregon. Providing services to our members in select Oregon and Idaho counties. We strive to make an impact in the communities we serve by living, giving, and supporting local. Our mission is to provide exceptional member experiences that build mutually beneficial relationships to create the most loyal members in the nation. Here at Rogue, we believe in having a culture of happy team members who feel supported, have the chance to grow their careers, and LOVE where they work!
Role:
Provides hands on Technical and Managerial leadership in all phases of application systems support and development for the delivery of effective solutions to meet the needs of the credit union. Supports and promotes a passion for the credit union's Vision, Mission and Guiding Values. Manages a group of Programmers/Analysts responsible for the development and technical support of Rogue Credit Union's (RCU's) core systems and ancillary application platforms. Works closely with stakeholders and team members to understand requirements that drive the analysis and design of quality technical solutions that align with organizational and Information Technology (IT) strategies and comply with the organization's architectural standards. Oversees the full Systems Development Life Cycle (SDLC).
Essential Functions & Responsibilities:
25% Identifies potential system improvements to meet strategic objectives, and plans for implementations, taking ownership of problems and driving the process from beginning to end and serves as the primary technical architect of the RCU IT Application Portfolio. Directs and manages the development staff in efficient, practical designs and implementations to maintain the integrity of the infrastructure. Ensures the maintainability, scalability, upgradability and flexibility of the overall environment. Ensures regular code reviews are conducted.
25% Directs, prepares, assists and maintains requirements documents, project timeliness, resource plans, implementation design specifications, system flow diagrams, performance reporting, and other system documentation. Prepares and effectively presents information to varied audiences including technical, managerial and executive levels.
25% Partners with business units to leverage IT resources to better understand member operations and processes, development opportunities, business requirements, while providing strategic and tactical recommendations. Ensures compliance with policies and procedures as they relate to the application environment. Provides on-call support for IT issues as required. Creates and updates technical documentation. Participates in departmental management processes such as planning, budgeting, employee development and scheduling.
20% Hires, trains, coaches and motivates a highly qualified staff sufficient to meet the daily operational needs of the areas assigned. Establishes and maintains objective accountability measurements and evaluates performance on all direct reports. Creates and maintains a coaching culture to consistently strive toward the highest level of employee achievement and performance in building Member Loyalty.
5% Proactively performs other duties as needed or assigned.
Knowledge and Skills:
Experience: Five years to eight years of similar or related technical experience in hands on software development in a professional environment. Minimum three years experience leading a team of skilled Programmers/Analysts developing software using current industry best practices and supporting systems in a production environment. Experience in the following areas preferred: Python, PHP, web and web service development with REST, JSON, Javascript, performance tuning, application monitoring, database management, Microsoft SQL Server, Project Management, Atlassian tools including Jira, OOD methodologies, credit union environment; Fiserv experience including functional knowledge of system capabilities and best practices. Data warehousing, ETL development and data analytics experience a plus.
Education: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g. information technology certifications in lieu of a degree).
Interpersonal Skills: Work frequently involves exercising advanced conflict resolution, giving material presentations, and resolving issues impacting multiple departments or divisions. Role also requires the ability to motivate or influence others as a material part of the role, with a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the role and a high level of interpersonal skills is critical to the success of this position.
Other Skills: This position requires solid organizational, team building, relationship and project management skills and the ability to effectively prepare and present information to varied audiences including technical, managerial and executive levels. Good customer relationship skills are essential with the ability to collaborate and strategize with the credit union leaders, as well as employees from all levels of the organization and outside vendors. Requires the ability to lead, manage and gain the confidence of technical team members. Lead and contribute in the design, coding, testing, deployment and maintenance of software solutions. Bring knowledge of best practices to guide the department in issues of design, development, backup/recovery, and documentation to ensure ongoing maintainability and efficient use of the system. Strong Project Management skills (documenting, reporting, organizing, prioritizing), and the ability to consistently deliver projects on time, on budget and as designed. Ability to multi-task across development efforts, support issues, ad-hoc requests, administrative tasks, departmental management and competing priorities. Knowledge and experience in the utilization of SDLC methodologies, Change Control, Production Support and Quality Assurance. Requires proven experience leading technical teams.
Physical Requirements: Some adjusting or moving objects up to 30 pounds in all directions. Must be able to remain in a stationary position, often standing or sitting for prolonged periods. Repeating motions that may include the wrists, hands and/or fingers while using computer. Communicating with others to exchange information. Perceiving the nature of sounds at normal speaking levels or without correction. Ability to receive detailed information through oral communication, and make fine discernments in sound. Close and continuous visual acuity to perform activities such as: preparing and analyzing data and figures, transcribing, viewing a computer terminal and extensive reading.
Work Environment: This job is an exempt position that requires flexibility in scheduling tasks and projects. The employee must independently monitor hours and judge the time needed to be spent on applicable duties. Employee must be capable of adjusting to unpredictable schedules proactively. As a direct representative of the credit union, the employee must conduct and present themselves courteously and professionally. Exposed to potentially hazardous conditions, i.e., robbery. Travel to all credit union regions may be required.
Disclaimer:
Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer.
Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method, please call **************.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Auto-ApplyEmployee Development Coordinator
Medford, OR job
Department: Employee Development and Loyalty
Reports To: Employee Development Manager
Classification: Non-Exempt
Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue Valley located in beautiful southern Oregon. Providing services to our members in select Oregon and Idaho counties. We strive to make an impact in the communities we serve by living, giving, and supporting local. Our mission is to provide exceptional member experiences that build mutually beneficial relationships to create the most loyal members in the nation. Here at Rogue, we believe in having a culture of happy team members who feel supported, have the chance to grow their careers, and LOVE where they work!
Role:
Provides administrative and specialized support for training programs, systems, and Employee Development initiatives. Collaborates with team members to ensure employees have a smooth learning experience, while supporting Rogue's Vision of 'The Most Loyal Members in the Nation' through a commitment to the Credit Union's Service Promises.
Essential Functions & Responsibilities:
30% Administers Rogue's learning management system (Rogue ED). Manages, maintains, supports, and curates user accounts. Uploads and manages courses and catalog, maintains accurate team member records, assigns compliance training, and provides technical support to employees.
25% Provides general administrative support. Maintains records, orders supplies, schedules training, composes and edits documents or reports, checks out library resources, creates surveys, and reconciles monthly corporate Visa statements. Organizes and sets up rooms, prepares handouts, and arranges refreshments as requested for training and meetings.
25% Manages the Employee Development Jira Service Desk. Triages incoming tickets. Ensures tickets are completed promptly and recommends new or modified ticket options. Prioritizes training needs and resolves conflicts with relevant team members Processes and maintains educational program transactions and records.
5% Oversees Rogue's notary registration process. Ensures employees complete required notary training, processes notary requests, orders notarial stamps and journals, tracks authorized notaries, and updates notary procedures as needed.
5% Takes an active role in assisting the credit union achieve its strategic goals. Provides leadership to assigned staff and may serve on a goal or project team. Represent Rogue Credit Union in community involvement activities and encourages staff to do the same.
5% Assists with the planning and logistics for employee programs, events, and other functional areas as needed.
5% Proactively performs other duties as needed or assigned.
Knowledge & Skills:
Experience: One to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Professionalism in appearance and demeanor. Excellent organizational and time management skills. Good keyboarding skills with proficiency in Microsoft Word, Excel, PowerPoint, and Outlook. Excellent verbal, written, and composition/editing skills with an eye for quality and accuracy. Good judgment with the ability to work in a confidential environment. Must possess a valid Driver's License.
Physical Requirements: Some lifting required (up to 30 pounds), continuous sitting, occasional standing, and occasional walking. Finger dexterity while using a computer. Occasional talking and hearing in person and on the telephone. Continuous clarity of vision at 20 inches or less and continuous clarity of vision at 20 feet or more. Valid driver's license with the ability to drive or access alternative transportation.
Work Environment: Normal workday with occasional overtime or unpredictable schedule, responsible for tracking own hours. This position may require occasional attendance at meetings or events in the evenings or on weekends. Travel to the Credit Union facilities/regions may be required. Exposed to potentially hazardous conditions, i.e., robbery.
Disclaimer:
Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer.
Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method, please call **************.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Auto-ApplyMember Services Representative - Bilingual (Spanish)
Portland, OR job
Full-time Description
To assist Credit Union members with all activities associated with member lending, processing member transactions and responding to member needs for information and assistance with their Credit Union business.
ESSENTIAL FUNCTIONS & RESPONSIBILITIES:
Receives and processes members financial transactions via mail and phone, including deposits, transfers and loan payments, cashier's checks, wires, etc. Balances cash drawer and accurately settles and records all daily activities.
Assists members and potential members with opening, maintaining and closing accounts, answering questions about products and services (including debit and credit cards), and resolving member issues that are within their authority to resolve via phone and mail. Refers problems that are beyond their authority to the Branch Manager. Identifies cross-sell opportunities and cross-sells relevant products and services to members.
Performs a variety of miscellaneous duties including filing, project work, computer input, handling of ingoing/outgoing mail, and other job-related duties as required or assigned.
Corresponds with or interviews new account and/or loan applicants; collects necessary documents for approval and processing in compliance with Credit Union procedures, polices and legal requirements. Takes phone calls, answers general account and/or loan questions, calculates payments, and takes loan applications on the phone from members and potential members.
PERFORMANCE EXPECTATIONS:
Provide friendly, prompt, professional, and accurate service and support to all members and associates by greeting all branch visitors within one (1) minute upon arrival, assisting all members (or providing a personal check-in) within five (5) minutes, answering team member phone calls within (3) rings, and responding to all outstanding member and team member correspondence and messages within three (3) hours and no later than the end of the business day.
Troubleshoot, resolve and appropriately document member and team member inquiries in a timely, friendly and accurate manner.
Accurately post and appropriately document transactions, having minimal unresolved posting errors.
Develop and maintain knowledge of all relevant Credit Union policies, procedures and guidelines to ensure compliance with all applicable regulations, including current lending policies and procedures.
Ensure all paperwork related to new/current member accounts and/or member loans is processed and completed in compliance with relevant regulations and with minimal unresolved errors.
Successfully recommend a new product or service to 25% of all members interacted with daily.
PHYSICAL/MENTAL DEMANDS:
(Physical demands)
? Continuous sitting for extended period when performing duties.
? Occasional standing and walking.
? Occasional lifting up to 35 lbs. (office supplies).
? Occasional bending, squatting, or reaching at ground level.
? Frequent use of hands in repetitive tasks such as simple grasping, twisting/turning of wrists;
finger dexterity.
? Continuous speaking and hearing for interaction with staff, members, and outside contacts.
? Continuous ability to see close and at a distance.
(Mental demands)
? Continuous interaction with others, repetitive work, attention to detail, ability to solve complex
problems, alertness, precision, concentration, accuracy, thoroughness, and memory demands.
? Occasional fast-paced work
? Frequent deadlines, flexibility, performing basic and complex numeric calculations, writing,
reading, comparing, analyzing, judgment, reasoning, patience and negotiating.
WORKING CONDITIONS:
? Continuous operation of office equipment.
? Normal 40-hour workweek, with occasional overtime (when approved by a manager).
? Exposed to a potentially hazardous condition, i.e. robbery. Receives detailed instructions and procedures to be followed to minimize the risk.
The physical/mental demands and work environment characteristics described above are representative
of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the
essential functions.
Requirements
KNOWLEDGE & SKILLS:
Experience: Six (6) months to two (2) years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves
personal contact with others inside and/or outside the organization, generally regarding routine matters
for purposes of giving or obtaining information which may require some discussion.
Managerial Responsibility: Has no supervisory/managerial responsibilities.
PROBLEM SOLVING:
Independent Judgement: Specific standards and operating procedures provide some options and
latitude for independent decision and action. Decisions are usually limited to choosing between two or
three known options. There is minimal room for discretion. Decisions normally take the form of
recommendations.
Mental Process: Problems encountered are simple in nature, requiring a choice from a limited number
of prescribed options.
ACCOUNTABILITY:
Organizational Impact: Has basic authority to make decisions that could impact overall organizational
goals and/or objectives. The impact would generally have an effect on the service or product which an
individual member would receive. Does not have budgetary responsibilities and is not authorized to
make decisions that would commit or jeopardize company assets.
Organizational Restraint: Limited supervision and inspection of work. Errors can be difficult to detect
and resolve and/or the consequences of potential errors can be of significance.
Salary Description Starting at $20.50 per hour
Live Video Teller I (Bilingual Required)
Medford, OR job
Department: Remote Delivery Center
Reports To: Assistant Remote Delivery Center Manager
Classification: Non-Exempt
Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue Valley located in beautiful southern Oregon. Providing services to our members in select Oregon and Idaho counties. We strive to make an impact in the communities we serve by living, giving, and supporting local. Our mission is to provide exceptional member experiences that build mutually beneficial relationships to create the most loyal members in the nation. Here at Rogue, we believe in having a culture of happy team members who feel supported, have the chance to grow their careers, and LOVE where they work!
Role:
Utilizes Rogue Credit Union's unsurpassed service promises to promptly and accurately process member financial transactions via Express Teller Machine and/or other remote channels. Demonstrates knowledge of the credit union's Vision, Mission, Values, and Loyalty Culture, using the Service Promises to build loyal members through each individual member's experience.
Essential Functions & Responsibilities:
70% Greets members primarily by Express Teller Machine, and also any other remote channel, in a friendly and professional manner using our Service Promises to assist, resolve, and complete member requests, including, but not limited to, deposits, withdrawals, transfers, loan payments, stop payments, card orders/replacements, statement/check copies, address changes, general maintenance and other operational tasks or assistance with other member needs as determined. Utilizes problem solving and decision-making skills.
20% Takes ownership of situations within authority limits or refers to others within the credit union as needed. Works with members and utilizes resources to find answers and resolutions. Utilizes department ticketing system for intra and interdepartmental research and work requests for members.
5% Maintains knowledge of credit union products/services, identifies cross sell/referral opportunities and makes applicable suggestions. Participates in credit union promotions and maintains technical knowledge to successfully perform all duties.
5% Proactively performs other duties as needed or assigned.
Knowledge and Skills:
Experience: One month to twelve months of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Work involves contact with people beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors), requiring ordinary courtesy in providing assistance and information.
Other Skills: Good listening, verbal and written communication skills including professional telephone/ on screen skills. Professional appearance/demeanor. Technical knowledge with good computer/keyboarding skills. 10 key calculators. Good eye for detail/quality. Good organizational and time management skills.
Physical Requirements: Some adjusting or moving objects up to 30 pounds in all directions. Must be able to remain in a stationary position, often standing or sitting for prolonged periods. Repeating motions that may include the wrists, hands and/or fingers while using computer. Communicating with others to exchange information. Perceiving the nature of sounds at normal speaking levels or without correction. Ability to receive detailed information through oral communication and make fine discernments in sound. Close and continuous visual acuity to perform activities such as: preparing and analyzing data and figures, transcribing, viewing a computer terminal and extensive reading.
Work Environment: This position will interact with members via video, phones, chat, and email on a regular basis. Requires working Saturdays. Normal workday with occasional overtime or unpredictable schedule with extended hours. This position requires attendance at meetings and events in the evenings and on weekends. Travel to the credit union facilities/regions may be required. Uniform may be required for this position. Exposed to potentially hazardous conditions, i.e., robbery.
Disclaimer:
Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer.
Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method, please call **************.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Saturday shift required.
Auto-ApplyCampus Teller/Member Service Representative
Roseburg, OR job
Department: Member Relations
Reports To: Assistant Branch Manager
Classification: Non-Exempt
Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue Valley located in beautiful southern Oregon. Providing services to our members in select Oregon and Idaho counties. We strive to make an impact in the communities we serve by living, giving, and supporting local. Our mission is to provide exceptional member experiences that build mutually beneficial relationships to create the most loyal members in the nation. Here at Rogue, we believe in having a culture of happy team members who feel supported, have the chance to grow their careers, and LOVE where they work!
Role:
Acts as a Rogue Credit Union financial ambassador at a college branch location to build long-term mutually beneficial relationships by engaging with Rogue members, college staff, students and faculty. The Campus Teller/MSR position combines the responsibilities of a Teller and Member Service Representative (MSR). Delivers Rogue Credit Union's Service Promises, builds long term loyal members by promptly and accurately processing member's financial transactions, and identifies and suggests appropriate products and services to new/existing members to meet their unique personal financial needs.
Essential Functions & Responsibilities:
25% Assists members with their membership and account needs including but not limited to, deposits, withdrawals, loan payments, money orders, transfers, wires, notary services, financial awareness and education as directed. Opens new accounts, guides members through the loan application process and assists members with other needs as appropriate. Accurately maintains and balances cash drawer and daily transactions. Suggests appropriate products and services, and opens new memberships including deposit and savings accounts, certificates, IRA's, Trust Accounts, etc. Takes consumer loan applications and works with related support departments to best serve the members.
20% Reviews and analyzes member's financial situation with the ability to provide education and solutions that meet the member needs. Consistently promotes member participation by effectively cross-selling credit union products and services.
20% Participates in identifying, planning and executing outreach projects and activities on the College campus by utilizing financial education opportunities that will enhance individual financial awareness for new/existing members. Meets goals set for active involvement on campus to promote the College Campus Branch.
20% Provides exceptional service to members while opening new deposit accounts and consumer loans. Maintains member records and prepares files/member documents with the highest level of confidentiality.
10% Promptly responds to member's requests, questions and concerns by finding the appropriate solution. Stays current on all products, services, guidelines and regulations.
5% Proactively performs other duties as needed or assigned, including but not limited to floating to other branches on Saturdays, holidays, school breaks, school days, etc. Assist Senior Campus Teller/MSR with duties and responsibilities as needed or assigned.
Knowledge & Skills:
Experience: One year to three years of similar or related experience.
Education: A high school education or GED. Must be currently enrolled as a student in good standing at the College/University of the student branch location assigned
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Excellent verbal, written and listening communication skills. Needs based sales ability. Good organizational and time management skills with the ability to work under occasional pressure. Good eye for detail/quality. Strong computer and 10-key calculator skills. Ability to work as a team player and adapt to Rogue's culture. Creativity and event planning skills.
Physical Requirements: Some lifting required (up to 30 pounds), continuous sitting, occasional standing and occasional walking. Finger dexterity while using computer. Occasional talking and hearing in person and on the telephone. Continuous clarity of vision at 20 inches or less and continuous clarity of vision at 20 feet or more.
Work Environment: Normal workday with occasional overtime. Exposed to potentially hazardous conditions, i.e., robbery. As a direct employee of Rogue Credit Union, the Employee must conduct and present themselves courteously and professionally. Flexibility for occasional non-typical hours at community outreach activities outside of the College Campus Branch. Flexibility in schedule to float as a Teller/MSR to other branch locations during weekdays and/or on Saturdays as requested or scheduled is required.
Disclaimer:
Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer.
Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method, please call **************.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Schedule: Students will be required to work 2-3 lunch periods per week in the student branch, and an additional 2-3 in branch shifts per week. It is preferred that students will also work Saturday shifts in the branch.
Auto-Apply