Columbia Credit Union · 1 month ago
Financial Service Representative | Clark County
Vancouver, WA
Full-time
Onsite
Entry, Mid Level
$22/hr - $25/hr
1+ years expColumbia Credit Union is a full-service financial institution dedicated to making life better in the communities they serve. The Financial Service Representative (FSR) role focuses on providing exceptional service to members, assisting them with financial products and services to achieve their financial goals.
BankingCreditFinancial ServicesMortgage
Responsibilities
Adhere to Columbia Credit Union Branch Service Standards in order to provide an exceptional member experience
Maintain comprehensive knowledge on all credit union products, services, and through active listening, recommend Columbia Credit Union products and services to “Make Life Better” for our membership
Opens, modifies, and closes personal, business and fiduciary accounts while providing an educational, friendly, new account experience
Accept, process, and fund unsecured loan products, titled loans, credit cards and Home Equity loan products
Confidently and accurately act as the Digital Expert. Educate and assist members as well as branch employees with all digital related products and services
Positive engagement and participation in cross-functional projects and branch promotions
Accurately process member transactions and requests, using varied software programs, adhering to policies, branch procedures and standard work
Partner with Insurance/Investment and Home Loan Departments to provide referrals for our members
Basic understanding of Business Service products and services
Serve in the greeter station to welcome members in, assessing their needs and providing recommendations for financial wellness
Exercise independent judgement within set authorizations
Knowledge of, and compliance with, Currency Transaction Reporting (CTR) requirements and Columbia’s Bank Secrecy Act (BSA) compliance program
Supports Branch leadership with annual compliance audits to ensure compliance with internal audit requirements and applicable state and federal regulations
Performs additional tasks and duties assigned by Branch Leadership
Support branch growth goals with consistent outreach to new and existing consumer members. Outreach to include calling, email, direct mail, networking and in person meetings
Capable of handling all of the duties described in the Financial Services Representative I plus the following: Have the ability to train and sponsor new employees
Maintain a book of business to ensure members needs are being met
Support branch growth goals with consistent outreach to new and existing consumer and business members. Outreach to include calling, email, direct mail, networking and in person meetings
Ability to lead cross-functional branch projects, promotions and training
Qualification
Required
A minimum 1 year of financial industry experience or comparable experience for FSR I
Experience with opening Consumer New Accounts & a basic understanding of credit for FSR I
A minimum 2 years of financial industry experience or comparable experience for FSR II
Proficient with more complex new accounts to include small business and fiduciary accounts for FSR II
A thorough understanding of unsecured loan products, titled loans, credit cards and Home Equity loan products for FSR II
Demonstrated professionalism in both written and verbal communication skills
Proven ability to meet and exceed assigned goals
Ability to attain Notary designation within 6 months of hire
Required current NMLS Number or ability to obtain upon hire
Reliable to work scheduled shifts: Monday through Friday and Saturdays to include a split week schedule, as needed
Must be available to attend branch meetings when scheduled
Benefits
100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date
Accrued PTO, Paid Sick Time, Accrued Extended Sick Time and 11 Paid Bank Holidays
401k Match- 100% match up to 6% employee contribution
Tuition Assistance
And More!
Company
Columbia Credit Union
Columbia Credit Union is a finance auto loans, home equity loans, mortgages, savings accounts and checking accounts.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mike Rosenberg
Vice President of Marketing
Recent News
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