Financial Services Specialist

Fibre Federal Credit Union • Rainier, OR

1d • Onsite

About The Position

Fibre Federal Credit Union offers a vibrant, exciting, and challenging workplace in the fast-paced financial industry. Join our team and make an impact in your community by helping our members achieve their financial goals. Fibre Federal Credit Union is seeking a Full-Time Financial Services Specialist for our Rainier, OR location.

Requirements

• Knowledge, skill, and mental development equivalent to completion of high school is required.
• The individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfully.
• The individual maintains confidentiality, remains open to the ideas of others, and exhibits willingness to try new things.
• The individual speaks clearly and persuasively in positive and negative situations.
• The individual maintains on-going communication with the Department Manager concerning activities of the department as well as needs or problems and keeps them informed of all pertinent problems, irregularities, new developments, changes, and other important information.
• The individual edits work for spelling and grammar, presents numerical data effectively, and is able to read and interpret written information.
• The individual prioritizes and plans work activities, uses time efficiently, and develops realistic action plans.
• The individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
• The individual is consistently at work and on time (except for those cases protected by law which are outlined in the Employee Guide), follows instructions, responds to Management direction, and solicits feedback to improve performance.
• Observes Credit Union policy and applicable Standard Operating Procedures, as well as those in the Employee Guide.
• Must display a positive and professional image.
• Possess high school diploma or equivalent.
• Must be bondable.
• Ability to lift 20 pounds and carry a cash drawer.
• Ability to stand for extended periods as required.

Nice To Haves

• Financial or credit union experience helpful but not required.

Responsibilities

• Receive and assist members in person, online, or on the telephone.
• Provide thorough Credit Union information and encourage members to use the many other services of the Credit Union.
• Open all types of new accounts and cross sell basic Credit Union services to new prospects and existing members in a prompt, courteous, and friendly manner.
• Receive and submit loan application information for members and sign loan documents.
• Determine prospective members' qualifications for membership based on current field of membership.
• Transfer accounts for members and make appropriate referrals to cross sell a variety of Credit Union services.
• Open new share, checking, IRA, and certificate accounts, and maintain existing and closed accounts.
• Carry through related duties and activities according to Credit Union policies and procedures.
• Communicate professionally and effectively to provide superior member service.
• Obtain proper documentation of direct deposits and related duties.
• Process and maintain safety deposit box rentals, billing, and other related duties when applicable.
• Answer a variety of member inquiries and maintain a good working knowledge of Credit Union services.
• Submit loan application information for members to Consumer Lending.
• Complete member loan signings in accordance with Credit Union policies and procedures.
• Perform all cash handler functions at peak periods in the service center.
• Perform vault duties for the service center as needed.
• Provide exceptional member service.
• Maintain accuracy and fix identified mistakes in a timely manner.
• Follow Credit Union policies and procedures as outlined for Loans, Member Services, Tellers, the Employee Guide, and Security, ensuring all dual control and internal controls are followed within their area of responsibility.
• Be a self-starter, self-motivated, and use initiative while effectively adapting to change.
• Provide assistance to service center personnel in the absence or unavailability of the manager or supervisor, including approvals and overrides.
• Open and close service center as needed.
• Perform duties as assigned.

Benefits

• Competitive Salary
• Benefits Package including: 100% employer paid health, dental, vision, life, and disability insurance for the employee
• Paid Vacation Time
• Paid Volunteer Hours
• 6% 401(k) Plan Contribution
• 10 Paid Holidays
• 2 Floating Holidays
• Opportunities for growth within the company

What This Job Offers

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