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Financial Services Representative

2 months ago


Portland, Oregon, United States NWCUA Full time
{"Responsibilities": "

As a key member of our branch team, you will provide exceptional member service by proactively supporting the team with a focus on retention of current loan and deposit business and developing new consumer and business relationships.

Key responsibilities include opening new consumer and business accounts, performing account and loan maintenance, and assisting with submitting necessary documentation to support transactions.

You will also conduct outbound calling to members to further develop and/or retain lending and deposit relationships, and act as a liaison between members and off-site employees and departments to resolve issues and complete required forms and documents.

Additionally, you will listen for clues and identify cross-sell opportunities and refer to appropriate staff members as needed.

Maintaining a cash drawer and balancing within guidelines established by the Credit Union is also a key responsibility.

", "Requirements": "

To be successful in this role, you will need to have demonstrated knowledge and experience with financial and lending operating systems.

You will also need to have strong interpersonal communication skills and the ability to work effectively as part of a team and individually to consistently meet and exceed set goals determined by the Credit Union.

A high school diploma or GED is required, and a minimum of 1-2 years previous financial institution experience is preferred.

Bilingual skills are a plus.

", "About the Role": "

This is an exciting opportunity to join our team and contribute to the success of our members.

As a Relationship Officer, you will have the opportunity to build strong relationships with our members and help them achieve their financial goals.

Our team is dedicated to providing exceptional service and support to our members, and we are looking for someone who shares our commitment to excellence.

", "What We Offer": "

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

Our team is collaborative and supportive, and we are committed to creating a positive and inclusive work environment.

We are an equal opportunity employer and welcome applications from diverse candidates.

", "How to Apply": "

If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.

Please submit your application, including your resume and a cover letter, to [insert contact information].

", "Contact Information": "

For more information about this role, please contact [insert contact information].

", "Company Information": "

Our company is a leading financial institution dedicated to providing exceptional service and support to our members.

We are committed to creating a positive and inclusive work environment and offer a competitive salary and benefits package.

", "Language": "en-US"}