Northwest Community Credit Union believes in providing our employees an environment where they can flourish personally and professionally. We are proud that we have never lost sight of our founders' commitment to providing each individual, and our community, with uncommon care. Join a team with a rich heritage of serving our region for more than 70 years!

Northwest Community Credit Union serves members from offices in 14 locations across Oregon.

Northwest Community Credit Union recently announced plans to pursue a merger with TwinStar Credit Union of Lacey, WA. We continue to hire for all posted positions while taking into account the needs of our combined future organization. Pending a “Yes” member vote, NWCU employees will be combined with TwinStar employees at the time of our anticipated legal merger date, which is sometime in 2023. We're eager to take advantage of the expanded opportunities for professional development and growth that the new organization can create, together.

Investment Services Support Assistant I Wage: $19.47 - $22.14 (dependent upon knowledge, skill, and abilities)

Position Primary Purpose:

Supports the Investment Services department and performs a variety of administrative activities necessary to support the administration and operations of the team. Maintains a close and highly responsive relationship to the day-to-day activities of the Investment Services team.

Responsibilities:

• Provides frontline service for the Investment Services department by handling incoming calls from members and future members.
• Schedules appointments via phone with members and prospects for the Investment Services Advisors.
• Plans, collaborates and communicates with the Investment Services team to ensure ongoing level of quality appointments are scheduled.
• Responsible for keeping member files and database systems updated and maintain records, confidential files, imaging client files and other related information for department needs.
• Administrates CRM system by creating reports and updating member data.
• Assists Investment Services Director with the tracking and coordination of referrals.
• Assists Investment Services team with administrative needs and daily tasks.
• All other duties as assigned.

Previous Experience:

A minimum of one (1) years' experience as an administrative assistant preferred. Credit Union or financial institution experience strongly preferred.

Education:

High school diploma or equivalent is required.

Demonstrated Abilities:

• Excellent interpersonal, written and oral communication skills.
• Excellent MS Office knowledge
• Outstanding organizational and time management skills. High attention to detail.
• Proven ability to prioritize workflow.
• Ability to exercise good judgement, show initiative and be proactive.
• High standards of ethics and confidentiality to handle sensitive information.
• Demonstrated knowledge of credit union services and policies to effectively answer members' questions.
• Demonstrated ability to work independently and on a team.
• Must be bondable.
• Must present a professional, friendly, business like appearance and manner.

Equal Opportunity Employer Veterans/Disabled