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Financial Service Specialist

Northwest Community Credit Union

Financial Service Specialist

Beaverton, OR
Full Time
Paid
  • Responsibilities

    Northwest Community Credit Union, a division of TwinStar Credit Union, believes in providing our employees an environment where they can flourish personally and professionally. We are proud that we have never lost sight of our founders' commitment to providing each individual, and our community, with uncommon care. Join a team with a rich heritage of serving our region for more than 70 years!

    Northwest Community Credit Union serves members from offices in 36 locations across Oregon and Washington.

    Financial Service Specialist/Member Service Specialist

    _Location:
    _
    Premier Service Center
    2597 Cedar Hills Blvd.
    Suite 110
    Beaverton OR 97005

    _Status:
    _
    Full-Time Regular, Non-Exempt

    _Pay Range:
    _
    The full pay range is $22.07 - $28.12 per hour (dependent upon knowledge, skills, and abilities).

    We provide an additional $2.00 per hour bilingual differential for those employees who are able to support our members' financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.

    Applicants are encouraged to apply by February 9, 2024 at 5:00 PM PST.

    We are seeking a full-time, 35 hours a week, Financial Service Specialist to join our team! This position promotes a sales and service culture by effectively meeting members' needs. Actively engages with members by greeting, personalizing interactions, uncovering financial needs, making recommendations for financial services, providing follow-up, with a sense of urgency and professional demeanor.

    _Visa sponsorship not available.
    _ Contact us at 800.258.3115 with any questions or request for accommodation.

    Essential Functions and Tasks

    • Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.
    • Engages members and visitors through asking relevant and meaningful questions, getting to know their needs, making appropriate product and service recommendations, and developing customized follow-up plan with the member as appropriate.
    • Opens new member accounts, including certificate of deposits (CDs), money market, checking, and savings accounts.
    • Submits and books consumer loan applications and answers basic consumer lending questions.
    • Offers payment protection and explains debt cancellation options.
    • Explains the differences between a Home Equity Loan and Mortgage Loan to members and coordinates referrals to appropriate team or team member.
    • Performs and balances daily teller transactions and all other member transaction activity. Processes cash orders, completes wire transactions, issues debit cards, balances ATM, cash recyclers, and vault.
    • Records detailed notes to document member interactions, complex situations, and transactions to minimize lapse in employee communication or member service.
    • Understands and complies with federal and state regulations relating to financial products and services as well as NWCU policies and procedures and regulations pertaining to the Bank Secrecy Act (BSA).
    • All other duties as assigned.

    Education and Experience Required

    • High school diploma (GED equivalent) with previous experience in a Teller or Financial Services Representative, or equivalent, role.
    • A minimum of one (1) year of service in a cash handling and sales environment in a credit union or other financial institution.
    • Demonstrated ability to build strong relationships with members to identify member needs and cross-sell products and services.
    • Must be fully proficient in all credit union systems and applicable hardware.
    • Must be eligible for NMLS.

    Benefits

    This position is eligible for Full-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Medical, Dental, and Vision insurance is paid at a 100% by company for the employee coverage. We also offer Health Care FSA (HCFSA) and Day Care FSA (DCFSA). Employees have access to disability and AD&D insurance. Employees are able to enroll in our 401k plan. Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis. Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.

    All benefits except 401k start the first of the month after 30 days of employment. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.

    __
    EEO Statement
    TSCU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.