Financial Services Representative

7 days ago

North Bend, Oregon, United States Northwest Community Credit Union Full time
Job Summary

We are seeking a part-time Financial Services Representative to join our team at Northwest Community Credit Union. As a key member of our team, you will be responsible for delivering exceptional member service by meeting members' needs through our sales and service culture.

Key Responsibilities
  • Approach, welcome, and engage all visitors who come into the branch, managing traffic flow to provide minimal wait times.
  • Identify, refer, or originate all products and services offered by the credit union.
  • Receive, process, and post member financial transactions, including deposits, withdrawals, transfers, and loan payments in an accurate and efficient manner.
  • Maintain accurate records of all transactions.
  • Process cash orders with management oversight, complete wire transactions, and check 21.
  • Respond and resolve members' requests, concerns, and complaints, and/or direct the member to the proper person/department for assistance.
  • Balance cash drawer and daily transactions. Balance vault and cash dispensers when necessary.
  • Assist management with certifications, key assignments, and balancing the vault.
  • Record detailed notes to document member interactions, complex situations, and transactions to minimize lapses in employee communication or member service.
  • Understand and comply 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).
  • Take a proactive approach to learning new credit union systems and processes.
  • Maintain a professional image and engage as a positive team member.
  • Complete all required training.
  • Follow all security procedures and processes, including but not limited to, BSA regulations, including completing CTR and SAR reports when applicable.
Requirements
  • High school diploma (GED equivalent) 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.
Preferred Qualifications
  • Experience in the 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 systems, 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.
Benefits

This position is eligible for Part-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision, and life insurance coverage. Medical, dental, and vision insurance is paid at 100% by the company for the employee coverage. We also offer Health Care FSA (HCFSA) and Day Care FSA (DCFSA). Employees have access to disability and AD&D insurance. Employees are able to enroll in our 401k plan. Part-time employees will accrue time off on the same schedule as full-time employees with the accruals pro-rated based on their scheduled FTE and the following guidelines.

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.

  • Financial Services Representative

    7 days ago

    North Bend, Oregon, United States Northwest Community Credit Union Full time

    Job SummaryWe are seeking a part-time Financial Services Representative to join our team at Northwest Community Credit Union. As a key member of our branch team, you will be responsible for delivering exceptional member service by meeting members' needs through our sales and service culture.Key ResponsibilitiesApproach and engage all visitors who come into...

  • Customer Service Representative

    3 days ago

    Bend, Oregon, United States WaFd Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at WaFd Bank. As a key member of our branch team, you will play a vital role in providing exceptional service to our customers, ensuring their banking needs are met with a positive and professional attitude.Key ResponsibilitiesProvide...

  • Virtual Sales Representative

    5 days ago

    Bend, Oregon, United States Spieldenner Financial Group Full time

    Job OverviewSpieldenner Financial Group is seeking a highly motivated and results-driven professional to join our team as a Virtual Sales Representative. As a key member of our organization, you will play a crucial role in helping us revolutionize the Mortgage Protection Industry.Key ResponsibilitiesClient Outreach: Establish and maintain relationships with...

  • Bilingual Customer Service Representative

    4 days ago

    North Bend, Oregon, United States Staff My Agency Full time

    We are seeking a highly motivated and bilingual customer service representative to join our team at Staff My Agency. As a bilingual customer service representative, you will play a critical role in helping our business grow through value-based conversations and remarkable customer experiences.Key Responsibilities:Develop leads, schedule appointments,...

  • Customer Service Representative

    3 days ago

    Bend, Oregon, United States St. Charles Health System Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at St. Charles Health System. As a key member of our Patient Financial Services department, you will play a vital role in delivering exceptional customer service and support to our patients and customers.Key ResponsibilitiesProvide timely and...

  • Customer Service Representative

    5 days ago

    Bend, Oregon, United States St. Charles Health System Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at St. Charles Health System. As a key member of our Patient Financial Services department, you will play a vital role in delivering exceptional customer service and support to our patients and customers.Key ResponsibilitiesProvide timely and...

  • Bilingual Customer Service Representative

    3 days ago

    North Bend, Oregon, United States John Gibson - State Farm Ageny Full time

    Job OpportunityWe are seeking a highly motivated and bilingual individual to join our team at John Gibson - State Farm Agency in North Bend, OR. As a Bilingual Customer Service Representative, you will play a crucial role in helping our business grow through value-based conversations and remarkable customer experiences.Key Responsibilities:Develop leads,...

  • Customer Service Specialist

    7 days ago

    North Bend, Oregon, United States Northwest Community Credit Union Full time

    Job SummaryWe are seeking a part-time Financial Services Representative to join our team at Northwest Community Credit Union. As a key member of our branch team, you will be responsible for delivering exceptional member service by meeting members' needs through our sales and service culture.Key ResponsibilitiesMember Service: Approach, welcome, and engage...

  • Financial Services Consultant

    2 weeks ago

    Bend, Oregon, United States Mid Oregon Credit Union Full time

    PRIMARY FUNCTION:Engaging with members through various channels including phone, mail, in-person visits, and special events. The Financial Services Consultant offers account and loan assistance, which encompasses initiating new accounts, evaluating, approving, and distributing loan requests, conducting credit report and tax documentation assessments, and...

  • Financial Services Customer Liaison

    2 weeks ago

    Bend, Oregon, United States St Charles Health Care Full time

    Typical Pay Range: $24.23Job Overview:The Customer Service Specialist plays a crucial role in delivering exceptional service to patients and their families within the healthcare system. This position is vital in ensuring a smooth financial experience for patients as they navigate their healthcare journey.Department Overview:The Patient Financial Services...

  • Investment Consultant

    1 day ago

    Bend, Oregon, United States Charles Schwab Full time

    About the RoleAs a Financial Consultant at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network at the ground floor. This role provides the exposure and experience required to advance in the challenging space of financial consulting. You will learn what it takes to build a book of business through proactive, outbound...

  • Patient Service Representative

    4 days ago

    Bend, Oregon, United States Summit Health Inc Full time

    Job SummaryThe Patient Service Representative - Infusion Scheduler is a key member of the Summit Health Inc. team, responsible for providing exceptional patient care and administrative support in a fast-paced medical office environment.Key ResponsibilitiesPatient Scheduling: Schedule internal procedures, diagnostic tests, and procedures, ensuring accurate...

  • Investment Consultant

    5 days ago

    Bend, Oregon, United States Charles Schwab Full time

    About the RoleAs a Financial Consultant at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network at the ground floor. This role provides the exposure and experience required to advance in the challenging space of financial consulting. You will learn what it takes to build a book of business through proactive, outbound...

  • Chief Financial Officer

    5 days ago

    Bend, Oregon, United States Partners In Care Full time

    Job SummaryWe are seeking a highly skilled and experienced Chief Financial Officer to join our team at Partners In Care. As a key member of our senior management team, the CFO will play a pivotal role in shaping our organization's financial future.Key ResponsibilitiesFinancial Leadership: Provide strategic financial leadership and direction to the...

  • Customer Service Representative

    2 weeks ago

    Bend, Oregon, United States PacifiCorp Full time

    Job Summary:PacifiCorp is seeking a highly skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service and support to our customers.Responsibilities:Provide timely and effective responses to customer inquiries and concernsResolve customer issues in a...

  • Financial Executive Officer

    2 weeks ago

    Bend, Oregon, United States Partners In Care Full time

    Position OverviewAbout Us:Partners In Care is a distinguished independent nonprofit organization, recognized as the foremost provider of home health, palliative care, and hospice services in Central Oregon. Our committed workforce, comprising over 200 professionals and around 150 local volunteers, diligently supports patients and families across a vast...

  • Patient Service Representative

    13 hours ago

    Bend, Oregon, United States Summit Health Inc Full time

    About Our CompanySummit Health Inc is a leading healthcare organization dedicated to delivering high-quality, patient-centered care. Our team of compassionate professionals is committed to simplifying healthcare and bringing a more connected approach to patient care.Job DescriptionPosition Summary:The Patient Service Representative - Specialty Scheduler...

  • Centralized Service Representative

    5 days ago

    Bend, Oregon, United States St. Charles Health System Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Centralized Service Representative to join our team at St. Charles Health System. As a key member of our healthcare support team, you will be responsible for providing exceptional customer service and support to patients, their representatives, and provider offices.Key ResponsibilitiesProvide...

  • Customer Service Representative

    14 hours ago

    Bend, Oregon, United States Ace Cash Express Full time

    About the RoleAce Cash Express is seeking a highly motivated and customer-focused individual to join our team as a Sales Associate. As a Sales Associate, you will be responsible for providing exceptional customer service, building relationships with customers, and promoting our products and services.Key ResponsibilitiesProvide excellent customer service,...

  • Customer Service Representative

    5 days ago

    Bend, Oregon, United States PrideStaff Full time

    About the RolePrideStaff, a leading recruitment firm specializing in staffing solutions for various industries, is seeking a highly skilled Customer Service Representative to join their team.This is a Monday - Friday opportunity, 40 hours a week, with a competitive hourly rate.Job SummaryAs a Customer Service Representative, you will work closely with the...