Senior Financial Service Specialist - Bismarck
4 weeks ago
Job summary
The Senior Financial Service Specialist plays a key role in advancing FCCU's mission of strengthening communities by helping members grow and thrive.Serving as a trusted financial guide, this position supports members with transactions, new accounts, and consumer lending while offering expert advice and tailored financial solutions. By identifying member needs and providing clear, knowledgeable guidance the Senior Financial Service Specialist helps build meaningful long-term relationships that support members' financial well-being.
Responsibilities
- Provide Member Service and Sales Support: Build strong relationships with members identify financial needs and offer tailored solutions Actively cross-sell products and services to enhance member financial well-being.
- Perform Financial Transactions and Account Management: Handle deposits withdrawals loan payments transfers and account updates Open maintain close various account types while ensuring compliance with policies regulations.
- Login Origination Processing Conduct interviews for retail loans gather analyze finanical data determine eligibility manage loan documentation disbursement including home equity products Ensure accuracy compliance Maintain accurate cash counts follow security protocols comply federal regulations internal policies Monitor suspicious activity report required Deliver Exceptional Member Experience Respond inquiries multiple channels resolve issues promptly maintain accurate records in member relationship systems Consistently meet exceed sales service goals Support Branch Operations Growth Participate campaigns community events special projects Assist ATM CDM replenishment vault duties operational tasks ensure smooth branch functioning Qualifications Associate degree related college courses substitute two years relevant work experience One year cash handling experience Two years financail institution experience or similar customer service position Experience sales promoting products services Ability operate computer telephone office equipment Competitive team player positive attitude willing learn adapt change Amazing communication grammar mathematics skills Detail-oriented work fast-paced member service environment Benefits We provide great benefits package includes 11 paid federal holidays 401k match fully paid single medical dental vision much more Work Schedule Monday-Friday am-pm You must complete FCCU employment application located First Community Credit Union is an Equal Opportunity Employer All qualified applicants will receive consideration employment regard race color religion sex sexual orientation gender identity national origin disability status protected veteran EOE including disability vets
Job description
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