- 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.
- Identifies, refers or originates all products and services offered by the credit union.
- Receives, processes, and posts member financial transactions, including deposits, withdrawals, transfers, and loan payments in an accurate and efficient manner. Maintains accurate records of all transactions.
- Processes cash orders with management oversight, completes wire transactions, and check 21.
- Responds and resolves members' requests, concerns, and complaints, and/or directs the member to the proper person/department for assistance.
- Balances cash drawer and daily transactions. Balances vault and cash dispensers when necessary.
- Assists management with certifications, key assignments, and balancing the vault.
- Records detailed notes to document member interactions, complex situations, and transactions to minimize lapses in employee communication or member service.
- Understands and complies with federal and state regulations relating to financial products and services as well as policies and procedures and regulations pertaining to the Bank Secrecy Act (BSA).
- Takes a proactive approach to learning new credit union systems and processes.
- Maintains a professional image and engages as a positive team member.
- Completes all required training. Follows all security procedures and processes, including but
not limited to, BSA regulations, including completing CTR and SAR reports when applicable. - All other duties as assigned
- A minimum of one (1) year of experience interaction with customers and cash handling or an equivalent role or work experience.
- Must be eligible for NMLS.
- Experience in financial services industry.
- Ability to perform in an environment with frequent changes and competing demands.
- Open to feedback and respond with professionalism and dignity delivering information to members and co-workers.
- Ability to continuously learn and maintain knowledge of credit union system's, processes, and compliance requirements.
- Ability to learn how to timely problem solve and make decisions relevant to role and experience.
- Ability to embrace and promote a positive, collaborative work environment.
- Ability to role model our core values.
- Maintain confidentiality with minimal supervision
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Financial Service Specialist - Springfield, United States - Northwest Community Credit Union
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Description
Northwest Community Credit Union, a division of TwinStar 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 36 locations across Oregon and Washington
Location: In-Person
Springfield Branch
5000 Main Street
Springfield, OR 97478
Status:
Full-time (35 hours/week), Regular, Non-Exempt
Pay Range:
The full pay range is $ $29.59 per hour (dependent upon knowledge, skills, and abilities).
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.
Applicants are encouraged to apply by May 28th at 5:00 PM PST.
We are seeking a full-time, 35 hours a week, Financial Service Specialist to join our team This position delivers exceptional member service by meeting members' needs through our sales and service culture. Actively recommends products and services to help members build valued financial relationships. Performs a variety of tasks including processing transactions, resolve member concerns, follow proper procedures to minimize errors, reduce fraud, and promote the credit union philosophy of "people helping people" and objectives.
Visa sponsorship not available.
Contact us at with any questions or request for accommodation.
Essential Functions and Tasks:
This position is eligible for coverage under the credit union's group welfare benefits program the first of the month following your date of employment. The benefits program includes coverage paid in full by the credit union, benefits which employees share in the cost, and voluntary coverage. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Coverage covered at 100% by the credit union includes Basic Life/Accidental Death & Dismemberment (AD&D) Insurance, Long-Term Disability, and Travel Accident Coverage. Employees share in the cost of Medical Insurance, which also includes Dental and Vision coverage. Employees also have the option to elect voluntary coverage for Life/AD&D, Short-Term Disability, and AFLAC at 100% of the cost.
The credit union offers the utilization of Flexible Spending (FSA), Dependent Care (DCA), and Health Savings Accounts (HSA) that are set up to reimburse you with pre-tax dollars for eligible healthcare and/or dependent care costs. Eligibility to contribute towards one of these savings accounts is effective with the medical insurance enrollment, based on the type of medical coverage selected.
Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis. Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.
EEO Statement:
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.