Senior Financial Service Specialist (Consumer Lender) - Bismarck

First Community Credit Union • Bismarck, ND

6d

About The Position

The Senior Financial Service Specialist plays a key role in advancing FCCU's mission of strengthening communities by helping members grow and thrive. Serving as a trusted financial guide, this position supports members with transactions, new accounts, and consumer lending while offering expert advice and tailored financial solutions. By identifying member needs and providing clear, knowledgeable guidance, the Senior Financial Service Specialist helps build meaningful, long-term relationships that support members' financial well-being.

This role centers on trust, connection, and exceptional service. The Senior Financial Service Specialist uses a consultative approach by listening, educating, and recommending products that help members reach their goals-while working closely with branch teams to ensure accuracy, compliance, and smooth processing from start to finish. It's a strong fit for someone who enjoys problem-solving, communicates with confidence, and takes

Requirements

• Associate's degree or related college courses or substitute two years relevant work experience.
• One year of cash handling experience.
• Two years financial institution experience or a similar customer service position.
• Experience in sales or promoting products and services.
• Ability to operate a computer, telephone and other office equipment.
• Competitive team player, with a positive attitude willing to learn and adapt to change.
• Amazing communication, grammar, and mathematics skills.
• Detail-oriented and able to work in a fast-paced member service environment.

Responsibilities

• Provide Member Service and Sales Support: Build strong relationships with members, identify financial needs, and offer tailored solutions. Actively cross-sell products and services to enhance member financial well-being.
• Perform Financial Transactions and Account Management: Handle deposits, withdrawals, loan payments, transfers, and account updates. Open, maintain, and close various account types while ensuring compliance with policies and regulations.
• Loan Origination and Processing: Conduct interviews for retail loans, gather and analyze financial data, determine eligibility, and manage loan documentation and disbursement, including home equity products.
• Ensure Accuracy and Compliance: Maintain accurate cash counts, follow security protocols, and comply with federal regulations and internal policies. Monitor for suspicious activity and report as required.
• Deliver Exceptional Member Experience: Respond to inquiries across multiple channels, resolve issues promptly, and maintain accurate records in member relationship systems. Consistently meet or exceed sales and service goals.
• Support Branch Operations and Growth: Participate in campaigns, community events, and special projects. Assist with ATM/CDM replenishment, vault duties, and other operational tasks to ensure smooth branch functioning.

Benefits

• We provide a great benefits package that includes 11 paid federal holidays, 401k match, fully paid single medical, dental and vision and much more. While we know benefits are highly important, we also recognize and support the value of a family and work life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree
• Number of Employees: 251-500 employees