Financial Service Representative | Clark County presso Columbia Credit Union

About The Role 

The Financial Service Representative (FSR) represents the best of Columbia Credit Union and strives to listen, advise, and support our membership with products and services that will assist them in reaching their financial goals. This position is committed to providing the highest level of individualized service by placing the member first. They are knowledgeable about Columbia Credit Union products and services with the ability to communicate features and benefits as a recommendation to our membership. FSRs provide creative solutions to our membership as we strive to “Make Life Better”, ensuring they receive exceptional service in a friendly, efficient manner. Requires availability Monday through Friday 8:30am to 6:30pm AND Saturday 8:30am to 2:00pm.

RESPONSIBILITIES 

Financial Service Representative I

• Adhere to Columbia Credit Union Branch Service Standards in order to provide an exceptional member experience.
• Maintain comprehensive knowledge on all credit union products, services, and through active listening, recommend Columbia Credit Union products and services to “Make Life Better” for our membership.
• Opens, modifies, and closes personal, business and fiduciary accounts while providing an educational, friendly, new account experience.
• Accept, process, and fund unsecured loan products, titled loans, credit cards and Home Equity loan products.
• Confidently and accurately act as the Digital Expert. Educate and assist members as well as branch employees with all digital related products and services.
• Positive engagement and participation in cross-functional projects and branch promotions.
• Accurately process member transactions and requests, using varied software programs, adhering to policies, branch procedures and standard work.
• Partner with Insurance/Investment and Home Loan Departments to provide referrals for our members.
• Basic understanding of Business Service products and services.
• Serve in the greeter station to welcome members in, assessing their needs and providing recommendations for financial wellness.
• Exercise independent judgement within set authorizations.
• Knowledge of, and compliance with, Currency Transaction Reporting (CTR) requirements and Columbia’s Bank Secrecy Act (BSA) compliance program.
• Supports Branch leadership with annual compliance audits to ensure compliance with internal audit requirements and applicable state and federal regulations.
• Performs additional tasks and duties assigned by Branch Leadership.
• Support branch growth goals with consistent outreach to new and existing consumer members. Outreach to include calling, email, direct mail, networking and in person meetings.   

Financial Service Representative II, Capable of handling all of the duties described in the Financial Services Representative I plus the following:

• Have the ability to train and sponsor new employees.
• Maintain a book of business to ensure members needs are being met.
• Support branch growth goals with consistent outreach to new and existing consumer and business members. Outreach to include calling, email, direct mail, networking and in person meetings.
• Ability to lead cross-functional branch projects, promotions and training.                

REQUIREMENTS 

• FSR I – A minimum 1 year of financial industry experience or comparable experience. Must have experience with opening Consumer New Accounts & a basic understanding of credit.

• FSR II – A minimum 2 years of financial industry experience or comparable experience. Proficient with more complex new accounts to include small business and fiduciary accounts. A thorough understanding of unsecured loan products, titled loans, credit cards and Home Equity loan products. 

• Demonstrated professionalism in both written and verbal communication skills. Proven ability to meet and exceed assigned goals.
• Ability to attain Notary designation within 6 months of hire.
• Required current NMLS Number or ability to obtain upon hire.
• Reliable to work scheduled shifts: Monday through Friday and Saturdays to include a split week schedule, as needed. Must be available to attend branch meetings when scheduled.
  
  

About Columbia Credit Union

Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve.  Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions:

• Best of Clark County Award / The Columbian - 2008-2025
• Best in Business Award / Vancouver Business Journal - 2013-2024
• Corporate Philanthropy Award / Portland Business Journal - 2017-2024

Columbia CU Guiding Principles

Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve.

Mission: Bringing people together to make life better for themselves and their communities. 

Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want.

Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams.

Core Values

People - We have a passion for helping each other and our members.

Community - We have a passion for contributing to the success and growth of the communities we serve.

Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve.

Benefits

• 100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date
• Accrued PTO, Paid Sick Time, Accrued Extended Sick Time and 11 Paid Bank Holidays
• 401k Match- 100% match up to 6% employee contribution
• Tuition Assistance
• And More!

COMPENSATION 

• $22-$25/ hour + DOE based on level hired and experience
• Eligible to earn performance incentives. 

Equal Opportunity Employer/AA

Must be 18 or older to apply