Member Service Associate

4 weeks ago

Vancouver, United States Columbia Credit Union Full time
About Columbia Credit Union

Columbia CU is a full-service financial institution with $2.3 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 - 2008-2024
  • Best in Business Award / Vancouver Business Journal - 2013-2024
  • Corporate Philanthropy Award / Portland Business Journal - 2017-2024
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, Accrued Extended Sick Time and 11 Paid Bank Holidays
  • 401k Match- 100% match up to 6% employee contribution
  • Tuition Assistance
  • And More
About The Role

The Member Service Associate represents the best of Columbia Credit Union and is the first to interact in person with our membership. This position is committed to providing the highest level of individualized service by placing the member first. Performs a variety of transactions while listening closely to our members unique requirements. Knowledgeable about Columbia Credit Union products and services with the ability to communicate features and benefits as a recommendation to our membership. Provide creative solutions to our membership as we strive to "Make Life Better", ensuring they receive exceptional service in a friendly, efficient manner.

This position requires previous customer service experience. Banking experience is a plus. Requires availability Monday through Friday 8:30am to 6:30pm AND Saturday 8:30am to 2:00pm. This position is a for available locations in Clark County.

RESPONSIBILITIES:
  • Provide an exceptional member experience by adhering to Columbia Credit Union Service Standards.
  • Exercise independent judgement within set authorizations.
  • Basic knowledge and understanding of how to process member transactions for all foundational products and services.
  • Accurately process member transactions and requests, using varied software programs, adhering to policies, branch procedures and standard work.
  • Process basic account maintenance requests for members to include address changes and account research.
  • Maintain up-to-date knowledge on all credit union products and services and through active listening, recommend Columbia Credit Union products and services to "Make Life Better" for our membership.
  • Proficient in identifying basic member needs and can make appropriate product/service recommendations.
  • Identify and refer members to our business partners in Home Loans and Insurance & Investment.
  • Educate and assist members with all digital related products and services.
  • Knowledge of and compliance with all regulatory requirements to include Currency Transaction Reporting requirements, the OFAC process and Columbia's Bank Secrecy Act compliance program. Successful completion and understanding of all assigned compliance testing.
  • Clear understanding of Robbery procedures and security requirements.
  • Positive engagement and participation in cross-functional projects, promotions and training.
  • Perform additional tasks as assigned by Branch Leadership.
REQUIREMENTS
  • A minimum 1 year of experience in retail, public facing customer service.
  • Proven ability to meet and exceed assigned goals
  • Experience with managing detailed work in a fast-paced environment.
  • Demonstrated proficiency and professionalism in verbal and written communication:
  • Ability to work well with others and contribute to the success of a team.
  • 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.
  • Preferred cash handling experience.
COMPENSATION
  • $18.50-19.00/ hour - range for MSA I
  • $1,000 Signing and Retention Bonus potential
  • Eligible for quarterly performance incentives.


Columbia Credit Union follows all required COVID 19 health protocols

Equal Opportunity Employer/AA

Must be 18 or older to apply

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