Financial Services Representative

O Bee Credit Union • Tenino, WA

13h • Onsite

About The Position

O Bee Credit Union is hiring a Financial Services Representative to join their amazing team. This full-time role plays a vital part in supporting their mission, members, and company culture. As a Financial Services Representative, you will provide high-quality financial services to members, including loan services, business development, and account transactions as needed. You will help strengthen the credit union’s positive image and support branch growth by delivering world-class member service. The position is located at the Tenino Branch in Tenino, WA.

Requirements

• Must have high school diploma or equivalent.
• Must have at least six 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.

Responsibilities

• Serve as the primary lender for the branch, handling most loan inquiries including credit cards, personal loans, auto loans, and HELOC applications.
• Process consumer loans of varying complexity, value, and risk.
• Interview loan applicants, gather background information, and obtain credit bureau reports.
• Open consumer and business accounts and cross-sell applicable products and services.
• Ensure compliance with credit union policies as well as state and federal regulations.
• Maintain thorough knowledge of all share account products and assist members in selecting options that best meet their needs.
• Educate members by building relationships and recommending additional products and services.
• Stay current on credit union products, services, policies, procedures, and regulations.
• Support branch and organizational lending goals.
• Respond to member inquiries regarding accounts, transactions, and concerns.
• Resolve issues directly or refer members to appropriate staff when needed.
• Fulfill MSR II duties as required, including teller transactions, vault and TCR balancing, and account research.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees