Electronic Financial Services Representative

O Bee Credit Union•Lacey, WA

1d•$25 - $37

About The Position

O Bee Credit Union is hiring an Electronic Financial Services Representative to join our amazing team. This is a full-time role that plays a vital part in supporting our mission, our members, and our one-of-a-kind company culture. What You’ll Do: As our Electronic Financial Services Representative, you’ll support members through digital channels, helping them build financial confidence, access the right products, and successfully navigate their financial journey. The Details: Location: Lacey, WA Pay Range: The range for this position is $24.87-$37.31 per hour with a target range of $24.87-$31.09 per hour, depending on relevant experience and qualifications. Why You’ll Love Working Here: Our organization is deeply rooted in the communities we serve, and we take pride in being a part of local events like parades and festivals. First and foremost, we love our members. We offer a competitive benefits package, including: Employer-paid medical, dental, and vision insurance options 100% 401(k) match up to 4% of your salary Tuition reimbursement Charitable Volunteer Hours Incentive pay for achieving individual or company goals Responsibilities: Deliver exceptional member service through phone and live video interactions. Build relationships using a needs-based, inquisitive approach. Open consumer accounts and complete financial transactions accurately. Engage members in conversations about consumer lending products (personal loans, auto loans, credit cards). Take loan applications, support the loan process, and complete loan signings. Partner with internal teams to support member success. Assist with account research, issue resolution, and life-event support with empathy and professionalism. Support delinquent account resolution efforts with professionalism, empathy, and regulatory compliance. Apply today and be part of something meaningful at O Bee Credit Union. O Bee Credit Union provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran.

Requirements

Must have high school diploma or equivalent.
Must have at least 6 months of customer service experience.
Must be able to pass a background and credit check.
Excellent written, verbal, and electronic communication skills.
Ability to multitask, problem-solve, and make thoughtful product recommendations.
Proficiency with Microsoft Office 365 and related software.
Willing to obtain a notary license within 6 months.

Nice To Haves

At least one year of experience as an MSR I/MSR II is preferred.
Previous experience with Symitar and LoansPQ is preferred.
Experience supporting members in a digital or virtual environment is preferred.

Responsibilities

Deliver exceptional member service through phone and live video interactions.
Build relationships using a needs-based, inquisitive approach.
Open consumer accounts and complete financial transactions accurately.
Engage members in conversations about consumer lending products (personal loans, auto loans, credit cards).
Take loan applications, support the loan process, and complete loan signings.
Partner with internal teams to support member success.
Assist with account research, issue resolution, and life-event support with empathy and professionalism.
Support delinquent account resolution efforts with professionalism, empathy, and regulatory compliance.