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Financial Service Representative (Member Advisor) | Clark County
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$22/hr–$30/hr
Full-time
Medical Insurance, Dental Insurance, Vision Insurance, Paid Time Off, Paid Sick Time, Paid Holidays
Posted 15d ago
~40 hrs/week
Responsibilities
The role involves assisting members in reaching financial goals by selling credit union products and processing various loan types. It also requires conducting community outreach to grow branch membership and providing digital banking expertise to members.
Requirements
Candidates need 1 to 3 years of financial industry experience depending on the level, along with an NMLS license or the ability to obtain one. Professional communication skills and the ability to obtain a Notary designation within six months are also required.
Full job description
About Columbia Credit Union
Columbia CU is a full-service financial institution with $2.5 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 - 2017-2025
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 Holidays
401k Match- 100% match up to 6% employee contribution
Tuition Reimbursement
And More!
About The Role
This position assists members to reach their financial goals while providing the highest level of member service and product knowledge to actively sell credit union products.
Requires availability Monday through Friday 8:30am to 6:30pm AND Saturday 8:30am to 2:00pm.
RESPONSIBILITIES | Financial Service Representative I, II*, III ◊
Support micro community market research to better serve the community with appropriate opportunities and recommendations. ◊
Accept, process and fund small business loans. ◊
Conduct outreach to business prospects in an effort to grow branch membership through new accounts and loan requests. ◊
Develop internal and external referral sources through business networking and credit union sponsored events. ◊
Partner with our Business Services, Small Business and Commercial team to meet business members in support of their personal banking needs. ◊
Support Branch Leadership strategies for overall branch growth as well as supporting the branch team’s growth, learning and development. ◊
Accept, process, and fund unsecured loan products, titled loans, credit cards and Home Equity loan products.
Partner with Insurance/Investment and Home Loan Departments to provide referrals for our members.
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.
Maintain a book of business to ensure members’ needs are met. *
Support branch growth goals with consistent outreach to new and existing business members. Outreach to include calling, email, direct mail, networking and in person meetings. *
Train and sponsor new employees.
Positive engagement and participation in cross-functional projects and branch promotions.
Serve in the Greeter station to welcome members in, assessing their needs and providing recommendations for financial wellness.
Exercise independent judgement within set authorizations.
Supports Branch leadership with annual compliance audits to ensure compliance with internal audit requirements and applicable state and federal regulations.
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.
Mentorship of employee for individual development as directed. ◊
Adhere to Columbia Credit Union Branch Service Standards in order to provide an exceptional member experience.
Confidently and accurately act as the Digital Expert. Educate and assist members as well as branch employees with all digital related products and services.
Accurately process member transactions and requests, using varied software programs, adhering to policies, branch procedures and standard work.
Opens, modifies, and closes personal, business and fiduciary accounts while providing an educational, friendly, new account experience.
Ability to lead cross-functional branch projects, promotions and training. *
Ability to lead Branch Operations and designated PIC as necessary. ◊
REQUIREMENTS
FSR I - A minimum one (1) year of financial industry experience or equivalent qualifications. Must have a basic understanding of credit.
FSR II – A minimum 2 years of financial industry experience or equivalent qualifications. Proficient with 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.
FSR III◊– A minimum 3 years of financial industry experience. Proficient in all new accounts including fiduciary and small business. Must possess a thorough knowledge of all loan products including small business loans. A basic understanding of cash management business services including but not limited to Business online Banking, ACH, Wires, Account Analysis and Remote Deposit Capture.
AND
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 license or ability to obtain upon hire.
Basic understanding of Business Service products and services.
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.
Knowledge of, and compliance with, Currency Transaction Reporting (CTR) requirements and Columbia’s Bank Secrecy Act (BSA) compliance program.
PHYSICAL REQUIREMENTS: The physical requirements outlined below encompass the diverse range of abilities needed for individuals to effectively perform the essential functions of this job.
Communicate information and ideas clearly for mutual understanding.
Exchange accurate information effectively in various situations.
Observe details at close range (within a few feet of the observer).
Frequently remain in a stationary position.
Occasionally move around the workspace.
Constantly operate a computer and other office productivity machinery.
Occasionally ascend/descend a ladder.
Occasionally position oneself to maintain files or other items.
Occasionally move items weighing up to 60 pounds across the office for various needs.
Occasionally work in outdoor weather conditions.
Never operate a vehicle.
Occasionally travel between worksites.
COMPENSATION
FSR I: $22.00 - $24.00/ hour
FSR II: $24.00 - $26.00/ hour
FSR III: $26.00 - $30.00/ hour
Eligible to earn performance incentives.
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Equal Opportunity Employer/AA
Must be 18 or older to apply
Related keywords
Credit UnionFinancial Service RepresentativeSmall Business LoansHome Equity LoansFiduciary AccountsNMLSBank Secrecy ActCurrency Transaction ReportingCash ManagementACHWiresRemote Deposit CaptureMember AdvisorFinancial WellnessBranch OperationsConsumer Lending
Columbia Credit Union is a community-minded financial cooperative serving over 115,000 members, families, and businesses in the Pacific Northwest—helping local families and businesses reach their financial goals since 1952. We’re dedicated to making life better and actively supporting events and causes that strengthen the neighborhoods where our members and employees live, work, and play.
We pride ourselves in putting our members first, no matter what, and we expect the best of ourselves and those we hire. We’re also super friendly. Sound a little like you? Apply now!
Don’t just take it from us: Voted Best of Clark County for 16 years by The Columbian readers and Best in Business for 10 years by The Vancouver Business Journal readers. Received the Workplace Excellence award from Peter Barron Stark Companies for well over a decade including 2023. The Portland Business Journal has recognized Columbia Credit Union for Corporate Philanthropy from 2017-2023. Columbia Credit Union holds an “A” Health rating from DepositAccounts.com and Bauer Financial’s “5 Star” and Weiss’ “Recommended” ratings. Columbia Credit Union upholds sustainable business practices, with LEED-certified locations, Clark County Green Business, and City of Portland Sustainability at Work Silver Certificate designations.
Offices: 200 SE Park Plaza Dr, Vancouver, Washington 98684, US · 1013 SW Scotton Way, Battle Ground, Washington 98604, US · 950 SE 10th Ave, Portland, Oregon 97214, US · 3501 SE 192nd Ave, Vancouver, Washington 98683, US · 11711 NE 99th St, Vancouver, Washington 98682, US
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How much do Administrative jobs in Washington pay?
Based on 1048 listings with disclosed salaries, most administrative jobs in Washington pay between $60k–$120k per year. Individual offers vary with seniority, company size, and specialization.
How many Administrative jobs are open in Washington right now?
There are currently 5,734 open administrative positions in Washington listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in Washington?
Companies currently hiring include MultiCare Health System, PROVIDENCE MEDICAL INSTITUTE, UW Medicine, Costco Wholesale, Virginia Mason Franciscan Health, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in Washington?
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