Columbia Credit Union
Financial Service Representative |Buckman
Columbia Credit Union, Portland, Oregon, United States, 97204
About the Role
The Financial Service Representative (FSR) represents Columbia Credit Union and provides personalized service to support members in achieving their financial goals. FSRs provide creative solutions, recommend products and services, and act as a Digital Expert to assist members and staff. The role requires availability Monday‑through‑Friday 8:30 am‑6:30 pm and Saturday 8:30 am‑2:00 pm. Responsibilities
Adhere to Branch Service Standards and provide an exceptional member experience. Maintain comprehensive knowledge of all credit union products and services, and recommend appropriate offerings. Open, modify, and close personal, business, and fiduciary accounts. Process unsecured loan products, titled loans, credit cards, and Home Equity loans. Act as the Digital Expert, educating members and branch employees about digital products and services. Participate in cross‑functional projects and branch promotions. Accurately process member transactions using branch software and procedures. Partner with Insurance/Investment and Home Loan Departments to provide referrals. Understand basic Business Service products and support the greeter station. Exercise independent judgment within authorized limits. Ensure compliance with Currency Transaction Reporting and BSA requirements. Assist branch leadership with annual compliance audits and internal audit requirements. Perform additional tasks as assigned by Branch Leadership. Support branch growth goals through outreach (calling, email, direct mail, networking, in‑person meetings). Requirements
FSR I: Minimum 1 year of financial industry experience and knowledge of consumer account opening. FSR II: Minimum 2 years of financial industry experience with complex account opening and proficiency in loan products. Demonstrated professionalism in written and verbal communication. Goal‑oriented with a proven ability to meet and exceed targets. Notary designation within 6 months of hire. Valid NMLS number or ability to obtain upon hire. Availability for scheduled shifts, including split‑week schedules and branch meetings. About Columbia Credit Union
Columbia CU is a full‑service financial institution with $2.3 billion in assets and over 100,000 members. We are dedicated to helping members, employees, and communities achieve financial wellness. Benefits
100% paid Medical, Dental, and Vision for employees (eligible the month following hire). Accrued PTO, Paid Sick Time, Extended Sick Time, and 11 paid bank holidays. 401(k) match: 100% match up to 6% employee contribution. Tuition Assistance. Additional benefits available. Compensation
$24.20 – $27.50 per hour + DOE. Eligible to earn performance incentives. Employment Information
Seniority Level: Entry Level Employment Type: Full‑time Job Function: Finance and Sales Industry: Banking EEO Statement
Columbia Credit Union is an Equal Opportunity Employer/AA. Must be 18 or older to apply.
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The Financial Service Representative (FSR) represents Columbia Credit Union and provides personalized service to support members in achieving their financial goals. FSRs provide creative solutions, recommend products and services, and act as a Digital Expert to assist members and staff. The role requires availability Monday‑through‑Friday 8:30 am‑6:30 pm and Saturday 8:30 am‑2:00 pm. Responsibilities
Adhere to Branch Service Standards and provide an exceptional member experience. Maintain comprehensive knowledge of all credit union products and services, and recommend appropriate offerings. Open, modify, and close personal, business, and fiduciary accounts. Process unsecured loan products, titled loans, credit cards, and Home Equity loans. Act as the Digital Expert, educating members and branch employees about digital products and services. Participate in cross‑functional projects and branch promotions. Accurately process member transactions using branch software and procedures. Partner with Insurance/Investment and Home Loan Departments to provide referrals. Understand basic Business Service products and support the greeter station. Exercise independent judgment within authorized limits. Ensure compliance with Currency Transaction Reporting and BSA requirements. Assist branch leadership with annual compliance audits and internal audit requirements. Perform additional tasks as assigned by Branch Leadership. Support branch growth goals through outreach (calling, email, direct mail, networking, in‑person meetings). Requirements
FSR I: Minimum 1 year of financial industry experience and knowledge of consumer account opening. FSR II: Minimum 2 years of financial industry experience with complex account opening and proficiency in loan products. Demonstrated professionalism in written and verbal communication. Goal‑oriented with a proven ability to meet and exceed targets. Notary designation within 6 months of hire. Valid NMLS number or ability to obtain upon hire. Availability for scheduled shifts, including split‑week schedules and branch meetings. About Columbia Credit Union
Columbia CU is a full‑service financial institution with $2.3 billion in assets and over 100,000 members. We are dedicated to helping members, employees, and communities achieve financial wellness. Benefits
100% paid Medical, Dental, and Vision for employees (eligible the month following hire). Accrued PTO, Paid Sick Time, Extended Sick Time, and 11 paid bank holidays. 401(k) match: 100% match up to 6% employee contribution. Tuition Assistance. Additional benefits available. Compensation
$24.20 – $27.50 per hour + DOE. Eligible to earn performance incentives. Employment Information
Seniority Level: Entry Level Employment Type: Full‑time Job Function: Finance and Sales Industry: Banking EEO Statement
Columbia Credit Union is an Equal Opportunity Employer/AA. Must be 18 or older to apply.
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