Financial Service Representative

Columbia Credit Union•Vancouver, WA

2d•Onsite

About The Position

Help Members Achieve Financial Success While Growing Your Career with an Award-Winning Credit Union. At Columbia Credit Union, we're more than a financial institution. With $2.5 billion in assets, 100,000+ members, and a long-standing reputation for excellence, we're committed to Making Life Better for our members, employees, and communities. As a Financial Services Representative, you'll build meaningful relationships, provide financial guidance, open accounts, process loans, and connect members with solutions that support their financial wellness. Whether you're early in your banking career or bring advanced lending experience, we offer growth opportunities across multiple FSR levels.

Requirements

FSR I – A minimum one (1) year of financial industry experience or equivalent qualifications.
Must have a basic understanding of credit.
FSR II – A minimum two (2) years of financial industry experience or equivalent qualifications.
Proficient with complex new accounts to include small business and fiduciary accounts.
A thorough understanding of unsecured loan products, titled loans, credit cards and Home Equity loan products.
FSR III – A minimum three (3) years of financial industry experience
Proficient in all new accounts including fiduciary and small business.
Must possess a thorough knowledge of all loan products including small business loans.
A basic understanding of cash management business services including but not limited to Business online Banking, ACH, Wires, Account Analysis and Remote Deposit Capture.
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 license or ability to obtain upon hire.
Basic understanding of Business Service products and services.
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.
Knowledge of, and compliance with, Currency Transaction Reporting (CTR) requirements and Columbia’s Bank Secrecy Act (BSA) compliance program.
Must be 18 or older to apply

Responsibilities

Deliver exceptional member service and financial guidance
Open, maintain, and service consumer, business, and fiduciary accounts
Process consumer loans, credit cards, vehicle loans, and home equity products
Identify member needs and recommend appropriate banking and lending solutions
Build relationships through outbound calls, email outreach, networking, and referrals
Educate members on digital banking tools and self-service options
Partner with mortgage, insurance, investment, and business banking teams
Support branch growth goals, promotions, and community engagement efforts
Maintain compliance with banking regulations, policies, and procedures
Assist with branch operations, training, and leadership support opportunities based on experience level