Financial Services Representative

O Bee Credit Union • Tenino, WA

1h • Onsite

About The Position

O Bee Credit Union is seeking a full-time Financial Services Representative to join their team. This role is crucial for supporting the credit union's mission, members, and company culture. The representative will deliver high-quality financial services, including loan services, business development, and account transactions. They will also contribute to strengthening the credit union's positive image and supporting branch growth by providing world-class member service.

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