Member Banking Advisor - In-Person & Loans

Fibre-Federal-Credit-Union; Longview (WA); On-site; USD 29,000 - 45,000; Full time

Benefits offered by this job

Competitive Salary

100% employer paid health, dental, vis

Vision insurance

Life and disability insurance for the

Paid Vacation Time

Paid Holidays

6% 401(k) Plan Contribution

Paid Volunteer Hours

Opportunities for growth within the公司

Job summary

Fibre Federal Credit Union in Washington seeks a Full-Time Financial Services Specialist to assist members in Longview, Kelso, Castle Rock, and Woodland with accounts and services in person, online, or by phone.

You will undergo 4–5 months of training at the Commerce Financial Services Center in Longview and handle loan applications, deposits, and member inquiries while upholding Credit Union policies and standards.

Qualifications

• High school diploma or equivalent required.
• Problem solving and analytical skills to resolve member questions and issues.
• Strong interpersonal and communication skills; professional, courteous service.

Responsibilities

• Determine prospective members' qualifications for membership based on current field of membership.
• Transfer accounts for members and make appropriate referrals to cross-sell Credit Union services.
• Open new share, checking, IRA, and certificate accounts, and maintain existing and closed accounts.
• Obtain proper documentation of direct deposits and related duties.
• Process and maintain safety deposit box rentals, billing, and other related duties.
• Answer member inquiries and maintain knowledge of Credit Union services.
• Submit loan applications for members to Consumer Lending and complete signings per policy.
• Perform cash handling and vault duties as needed.
• Provide exceptional member service and adhere to internal controls.

Skills

Problem Solving

Interpersonal Skills

Oral Communication

Written Communication

Planning/Organizing

Quality Control

Dependability

Observes Policies/Procedures

Image

Education

High school diploma or equivalent

Job description

Fibre Federal Credit Union in Washington seeks a Full-Time Financial Services Specialist to assist members in Longview, Kelso, Castle Rock, and Woodland with accounts and services in person, online, or by phone.

You will undergo 4–5 months of training at the Commerce Financial Services Center in Longview and handle loan applications, deposits, and member inquiries while upholding Credit Union policies and standards.