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First Community Credit Union · 1 day ago

Senior Financial Service Specialist (Consumer Lender) - Bismarck

Bismarck, ND, USA

Full-time

Onsite

Mid, Senior Level

2+ years exp

First Community Credit Union is the largest credit union in the region with over a billion dollars in assets. The Senior Financial Service Specialist plays a key role in advancing FCCU's mission by supporting members with transactions, new accounts, and consumer lending while offering expert advice and tailored financial solutions.

Financial ServicesInternetVenture Capital

Responsibilities

Build strong relationships with members, identify financial needs, and offer tailored solutions. Actively cross-sell products and services to enhance member financial well-being

Handle deposits, withdrawals, loan payments, transfers, and account updates. Open, maintain, and close various account types while ensuring compliance with policies and regulations

Conduct interviews for retail loans, gather and analyze financial data, determine eligibility, and manage loan documentation and disbursement, including home equity products

Maintain accurate cash counts, follow security protocols, and comply with federal regulations and internal policies. Monitor for suspicious activity and report as required

Respond to inquiries across multiple channels, resolve issues promptly, and maintain accurate records in member relationship systems. Consistently meet or exceed sales and service goals

Participate in campaigns, community events, and special projects. Assist with ATM/CDM replenishment, vault duties, and other operational tasks to ensure smooth branch functioning

Qualification

Cash handling experienceFinancial institution experienceSales experienceComputer proficiencyMathematics skillsCommunication skillsDetail-orientedTeam player