POSITION PURPOSE Within the context of Central Willamette\'s Statement culture, provide ethical, professional, friendly, quality service to our members. Acting as a personal consultant, anticipate and meet the financial needs and expectations of our members within the scope of our products and services as permitted by law and policy. Serve as the member\'s single sales/service/needs contact for all Credit Union offered financial products at times convenient to the member. Make outbound calls during slow or inactive periods to promote products and services based on potential needs and Credit Union goals and objectives. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Act as a member\'s personal financial advocate who, reviews member information, evaluates member needs and seeks out and suggests opportunities that best meet the needs of the member. Maintain a comprehensive knowledge and understanding of all Credit Union products and services and be able to communicate services effectively to members. Develop relationships as a single point of contact for appropriate members and ensure their on-going satisfaction with the Credit Union. Meet target services, deposit, loan, and membership sales goals as required. Provide meaningful member feedback concerning Credit Union products and services. Demonstrate use of skills learned in Integrity Selling to attract and retain loyal members. Perform outbound sales and follow-up calls to meet sales and services standards. Serve as a subject matter expert in the areas of consumer lending, deposit services; including IRA, POA, Trust Accounts, Business Accounts, etc. Interview, discuss, and accurately process memberships, consumer loan applications and account related maintenance. Review all incoming documentation for completeness and required signatures. Counsel members on the advantages and costs of credit union products (Wealth Management Services, MRC, Gap, and Debt Protection). Counsel members in other financial areas such as general credit matters and how to build credit or repair credit. Research and resolve member complaints, questions and inquiries. Performs all responsibilities in accordance with CW Values, compliance, regulatory and Information Protection requirements. Attend training and comply with CWCU policies and procedures as well as applicable State and Federal regulations Performs additional duties as assigned. Requirements