Financial Advisor

Department: Investment Services Department 

Reports To: Investment Services Manager 

Classification: Exempt 

About Rogue Credit Union:

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:

The Financial Advisor is responsible for delivering comprehensive financial guidance to credit union members and prospective members. This includes conducting in-depth fact-finding discussions, assessing financial goals and risk tolerance, and providing tailored investment and insurance recommendations that align with each member's needs.
 
 The advisor is expected to deliver an exceptional member experience by building trusted relationships, offering clear and proactive financial solutions, and effectively identifying opportunities to cross-sell credit union products and services. This role directly supports the credit union's mission and vision by consistently applying established service standards and contributing to a culture of member-focused excellence.

Essential Functions & Responsibilities:

60%    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%    Assures members are being provided with exceptional experiences and that their needs are being promptly met. Works with staff to identify and propose process improvement/efficiencies to yield a higher return on member loyalty and credit union resources. Personally works to develop member rapport and handles escalated member issues or concerns.

10%    Stays current on applicable regulations, credit union policies and guidelines, operational controls, safety measures, service and security procedures to ensure compliance throughout assigned areas of the Credit Union. Encourages active understanding of regulations and credit union guidelines among staff. In conjunction with Facilities, Security and Marketing, maintains the appearance, maintenance, and security of the branches and/or departments assigned.

5%     Actively participates and maintains communications with the rest of the credit union; prepares and submits standard reports. Regularly attends scheduled management meetings, training sessions, and remains up to date on financial issues.

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%     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%     Proactively performs other duties as needed or assigned.

Knowledge & Skills:

Experience: One year to three years of similar or related experience.

Education: (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.

Interpersonal Skills: The ability to establish positive relationships with members of the credit union, members of the community as well as credit union staff is essential. A positive and friendly attitude with all levels of staff is necessary to form the relationships necessary for departmental success.

Other Skills: Must be licensed with a Series 7 and Series 66 as well as insured for life and health in applicable state

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 Credit Union, 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 (541) 622-7295. 

This Job Description is not a complete statement of all duties and responsibilities comprising the position.