Financial Service Representative
Company: First Community Credit Union of Oregon
Posted on: November 23, 2021
You are a perfect match for our Credit Union!
The Financial Service Representative position is a key role at
First Community and affords a rewarding career with competitive pay
and excellent benefits. Opportunities abound to provide exceptional
service while promoting our wide array of financial products and
services. Employees who are successful in making referrals are
eligible for monthly incentives.
Enthusiastic and outgoing individual can showcase their
relationship building skills to enhance our customer banking
experience. You will join a team of motivated, dedicated and
empowered employees who strive to provide superior service and
conduct accurate transactions, while complying with policies,
procedures and regulatory banking requirements.
This position requires a high school diploma or equivalent and a
proven track record in customer service and public relations.
Proficiency in basic computer, data entry and typing skills is
Must demonstrate a positive attitude, a professional image, and be
self-motivated and have the ability to manage multiple projects and
tasks simultaneously. Excellent oral and written communication
skills are required.
Represents the Credit Union to the members in a friendly, positive,
and professional manner greeting members and guests as they enter
the facility and during their visit.
Responsible for sales and delivery of Credit Union products and
services to new and existing members including taking loan
applications, opening new deposit accounts, and helping individual
members use the ATM .
Actively promotes the use of Credit Union technology including
Telephone Banking, Online Banking, Bill Pay, and other automated
services utilized by the Credit Union.
Interviews loan applicants and gathers required information for a
Is granted limited lending authority.
Discloses loan repayment, interest charges, deposit account
information and fees to members consistent with credit union
policy, governmental regulation, (i.e., Truth-in-Lending, and
Handles all monetary transactions for members (i.e., deposits,
withdrawals, loan payments, check cashing, miscellaneous receipts)
and other normal inquiries.
Determines acceptability of negotiable items and of member
Maintains cash drawer at a predetermined dollar level.
Researches and answers member questions regarding their accounts
and responds positively to members' requests, problems, or
Acquires preliminary information necessary to assist the branches
Mortgage Loan Officer. Gather and relay that information to the
Mortgage Loan Officer to expedite the members' needs in order for
the Mortgage Loan Officer to process and serve the members'
Processes account change cards for name changes, adding or removing
owners, and other account maintenance while adhering to policy and
Reviews for completion, sorts, and distributes to the appropriate
departments applications for new services. Ensures new accounts are
properly set up on the computer.
Answers incoming phone calls and correspondence, provides general
information and directs specific questions to the appropriate
Maintains positive member relations via telephone and personal
contact, and is responsible for proper telephone etiquette.
Maintains daily, monthly, and quarterly reports as required by
Attends regular staff meetings as required by management.
Provides Notary Public service to members as needed.
Performs all other duties as assigned.
Demonstrate the ability to handle different situations; i.e.,
Be responsible in developing and maintaining a high level of
product service knowledge.
Recognize and listen to member/coworker requests and/or concerns
and identify their needs so they may better be served.
Assist with gathering information as required of the position
and/or as requested by the supervisor.
Adequately perform all operational functions to fulfill the
requirements of the position and provide other support functions as
Be a team player, a good coach, and serve as a role model for all
credit union staff.
Communicate effectively with members, coworkers, and
Ability to make sound financial decisions.
Occasional lifting, carrying, pushing, and pulling of items
weighing up to 60 lbs.
Potential exposure to the threat of violence at any time.
Occasional business travel may be required.
Sitting or standing for extended periods of time may be
Repetitive motions and extensive keyboarding may be required.
**Equal opportunity employer, including protected Veterans and
individuals with disabilities.
Keywords: First Community Credit Union of Oregon, Yakima , Financial Service Representative, Sales , Hermiston, Washington
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