Financial Service Specialist

at  Northwest Community Credit Union

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
Gateway Branch
3660 Gateway St. Ste A
Springfield, OR 97477

APPLICANTS ARE ENCOURAGED TO APPLY BY AUGUST 16, 2024 AT 5:00 PM PST.

We are seeking a full-time, 40-hour-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 800.258.3115 with any questions or request for accommodation.

EDUCATION AND EXPERIENCE REQUIRED:

• 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.

EDUCATION AND EXPERIENCE PREFERRED:

• Experience in financial services industry.

DEMONSTRATED ABILITIES:

• 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

• 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 butnot limited to, BSA regulations, including completing CTR and SAR reports when applicable.
• All other duties as assigned