Overview

Financial Services Specialist Jobs in Bend, OR at Northwest Community Credit Union

Title: Financial Services Specialist

Company: Northwest Community Credit Union

Location: Bend, OR

Northwest Community 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 14 locations across Oregon.

Northwest Community Credit Union recently announced plans to pursue a merger with TwinStar Credit Union of Lacey, WA. We continue to hire for all posted positions while taking into account the needs of our combined future organization. Pending a “Yes” vote in late Fall 2022, NWCU employees will be combined with TwinStar employees at the time of our anticipated legal merger date, which is sometime in early 2023. We’re eager to take advantage of the expanded opportunities for professional development and growth that the new organization can create, together.

Financial Service Specialist Wage: $22.07 – $25.10 (dependent on knowledge, skills and abilities) SIGN ON BONUS!
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.

Position Primary Purpose:

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.
Responsibilities:

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.

Minimum Requirements:
High school diploma (GED equivalent). Previous experience in a Teller or Financial Services Representative, or equivalent role preferred. One (1) year of service in a cash handling and sales environment in a credit union or other financial institution preferred. Demonstrated ability to build strong relationships with members/customers to identify needs and cross-sell products and services. Must be eligible for NMLS.

Equal Opportunity Employer Veterans/Disabled

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About Northwest Community Credit Union