Financial Services Specialist

Fibre Federal Credit Union; Longview (WA); Sur place; USD 29 000 - 45 000; Plein temps

Avantages offerts par ce poste

Health, dental, vision, life and long‑

Disability insurance

Paid vacation time

Paid holidays

6% 401(k) plan contribution

Volunteer hours

Résumé du poste

Fibre Federal Credit Union in Longview, WA is seeking a Full-Time Financial Services Specialist to assist members in person, online, or by phone, opening new accounts and guiding them through loan applications and documents.

The role emphasizes strong customer service, basic financial knowledge, and the ability to cross-sell credit union services; training is 4–5 months at the Commerce Financial Services Center in Longview, WA. This is not a remote position.

Qualifications

• High school diploma or equivalent.
• Financial or credit union experience is helpful but not required.
• Strong customer service and communication skills.

Responsabilités

• Gather and verify member information for accounts and loans.
• Open new share, checking, IRA, and certificate accounts; cross-sell services.
• Provide prompt, courteous member assistance in person, online, or by phone.
• Process loan applications and sign loan documents per policies.

Connaissances

Customer service

Cash handling

Communication

Problem solving

Formation

High school diploma

Outils

Loan processing software

Description du poste

FINANCIAL SERVICESSPECIALIST

Fibre Federal Credit Union offersa vibrant, exciting, and challenging workplace in the fast-paced financialindustry. Join our team and make an impact in your community by helping ourmembers achieve their financial goals.

Fibre Federal Credit Union isseeking a Full-Time Financial Services Specialist to support our Longview,Kelso, Castle Rock & Woodland, WA as well as our Rainier, OR locations.

Training for the positionwill be 4-5 months at the Commerce Financial Services Center in Longview, WA.

Wage Range: $20.78 - $32.47

The range above allows our employees room for growth through annual merit and other pay increases based on performance. The target pay range for this position is typically within the first half of the range. Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications.

This is not a remote position.

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
• Paid Holidays
• 2 Floating Holidays
• Opportunities for growth within the company

PRIMARY FUNCTION

Receive and assist members inperson, online, or on the telephone. Provide thorough Credit Union informationand encourage members to use the many other services of the CreditUnion. Open all types of new accounts and cross sell basic Credit Union services tonew prospects and existing members in a prompt, courteous, and friendly manner.Receive and submit loan application information for members and sign loandocuments.

SPECIFIC RESPONSIBILITIES

• Determine prospective members'qualifications for membership based on current field ofmembership.
• Transfer accounts for members and make appropriatereferrals 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 andactivities according to Credit Union policies and procedures.
• Obtain proper documentation of direct deposits and relatedduties.
• Process and maintain safety deposit box rentals, billing,and other related duties when applicable.
• Answer a variety of member inquiries and maintain a goodworking knowledge of Credit Union services.
• Submit loan application information for members toConsumer Lending.
• Complete member loan signings in accordance with CreditUnion policies and procedures.
• Perform all cash handler functions at peak periods in theservice center.
• Perform vault duties for the service center as needed.
• Provide exceptional member service.
• Must follow Credit Union policies and procedures asoutlined for Loans, Member Services,Tellers, the Employee Guide, and Security, ensuring all dual control andinternal controls are followed within their area of responsibility.
• Must be a self-starter, self-motivated, and use initiativewhile effectively adapting to change.
• Provide assistance to service center personnel in theabsence or unavailability of the manager or supervisor, including approvals andoverrides.
• Open and close service center as needed.
• Duties as assigned.

POSITION QUALIFICATIONS

• Position Knowledge - Knowledge, skill, and mentaldevelopment equivalent to completion of high school is required. Financial or credit union experience helpfulbut not required.
• Problem Solving - The individual identifies and resolvesproblems in a timely manner and gathers and analyzes information skillfully.
• Interpersonal Skills - The individual maintainsconfidentiality, remains open to the ideas of others, and exhibits willingnessto try new things.
• Oral Communication - The individual speaks clearly andpersuasively in positive and negative situations. The individual maintainson-going communication with the Department Manager concerning activities of thedepartment as well as needs or problems and keeps them informed of allpertinent problems, irregularities, new developments, changes, and otherimportant information.
• Written Communication - The individual edits work forspelling and grammar, presents numerical data effectively, and is able to readand interpret written information.
• Planning/Organizing - The individual prioritizes and planswork activities, uses time efficiently, and develops realistic action plans.
• Quality Control - The individual demonstrates accuracy andthoroughness and monitors own work to ensure quality.
• Dependability - The individual is consistently at work andon time (except for those cases protected by law which are outlined in theEmployee Guide), follows instructions, responds to Management direction, andsolicits feedback to improve performance.
• Observes Policies/Procedures - The individual observesCredit Union policy and applicable Standard Operating Procedures, as well asthose in the Employee Guide.
• Image - The individual must display a positive andprofessional image.

APPLICANT REQUIREMENTS

Possesshigh school diploma or equivalent

Mustbe bondable

Physical Requirements - Ability to lift 20 pounds andcarry a cash drawer. Ability to stand for extended periods as required.

Learn more about Fibre Federal Credit Union and TLC Credit Union at our website: www.fibrecu.com

All offers for employment with Fibre Federal Credit Union are contingent upon the candidate having successfully completed a background check, credit check, and drug screening.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regardto race, color, religion, sex, sexual orientation, gender identity, nationalorigin, disability, protected veteran status, or any other characteristicprotected by law.