JOB DETAILS

Virtual Consultant I

CompanyWauna Federal Credit Union
LocationAstoria
Work ModeOn Site
PostedDecember 16, 2025
About The Company
Wauna Credit Union is a not-for-profit, member-owned and directed full-service financial institution
About the Role

Description

 Do you have outstanding communication, customer service and problem solving skills? Does a "People Helping People" philosophy and helping dreams come true appeal to you? This may be the career for you! 
***This is not a remote, virtual, or work from home position. It is located inside our Astoria, Oregon location***  

This position is directly responsible for the needs of our members online, over the phone, and through the ITM. The primary responsibility is to use The Member Advantage™ sales and service principles while greeting and serving members, providing “virtual” service in a consultative manner. Position will assist members with: transactions; loan accounts and services; questions, complaints and member related concerns; procedural and policy concerns; resolution of account problems. Position will consistently be required to meet all referral, sales, and production goals; cross sell to contribute to attainment of CU goals. This is a non-exempt position.

 

  • Putting our members first, including our Internal Members
    Our employees take pride in providing services to our Members; our Credit Union is just as proud to offer benefits in our Internal Members (Employees). Our employees make us who we are as a Credit Union and we make every effort to ensure for our employees' well-being; physically, personally, professionally, and financially.

    Our Robust Benefits Package Includes:
     
    • Full medical, dental and vision insurance 100% Credit Union paid premiums for employees
    • Subsidized premiums for families and dependents
    • Life and Disability insurances
    • Family medical leave
    • Paid Time Off
    • Paid Sick Time
    • 11 Paid Holidays per year
    • Supplemental insurance products
    • Employee Assistance Program (free and confidential resources for emotional, financial, legal, & personal well-being)
    • Engaging Wellness Program
    • Financial Benefits and Incentives
       
    • Competitive Salary and Incentives
    • 401(k) Retirement Plan with employer matching
    • Discounted Credit Union products (reduced interest rates or fees)
    • Flexible spending accounts for medical and child care expenses
    • Free Parking at all branch locations
    • Professional Development
       
    • Proud to be a Learning Organization
    • Online education programs
    • Ongoing coaching and training in every position
    • Internal promotion and transfer options throughout the Credit Union
    • Opportunities to serve on a variety of volunteer committees

Requirements


1. High School diploma or GED equivalent.

2. At least one year of customer service experience or general public contacts. 

Key Skills
CommunicationCustomer ServiceProblem SolvingConsultative ServiceSalesCross SellingMember ServiceAccount ResolutionPolicy UnderstandingTransaction Assistance
Categories
Customer Service & SupportFinance & AccountingSalesAdministrativeConsulting
Benefits
Full Medical, Dental And Vision InsuranceLife And Disability InsurancesFamily Medical LeavePaid Time OffPaid Sick Time11 Paid Holidays Per YearSupplemental Insurance ProductsEmployee Assistance ProgramEngaging Wellness ProgramFinancial Benefits And IncentivesCompetitive Salary And Incentives401(k) Retirement Plan With Employer MatchingDiscounted Credit Union ProductsFlexible Spending Accounts For Medical And Child Care ExpensesFree Parking At All Branch LocationsProfessional Development
Job Information
📋Core Responsibilities
The position is responsible for addressing the needs of members online, over the phone, and through the ITM. It involves greeting and serving members while providing virtual service in a consultative manner.
📋Job Type
full time
📊Experience Level
0-2
💼Company Size
94
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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