Financial Services Representative

4 days ago


Portland, Oregon, United States NWCUA Full time

Job Summary

We are seeking a highly skilled and customer-focused Member Service Representative to join our team at NWCUA. As a key member of our branch team, you will be responsible for providing exceptional member service, opening new accounts, and developing strong relationships with our members.

Key Responsibilities

  • Proactively support the branch team with exceptional member service, including greeting members warmly and thanking them by name.
  • Open new consumer and business accounts, including Fiduciary, IRAs, CDs, checking, and loans.
  • Focus on retention of current loan and deposit business and developing new consumer and business relationships.
  • Listen, identify, process, and recommend solutions to meet members' needs.
  • Perform account and loan maintenance, assist with submitting necessary documentation, and conduct outbound calling to members.
  • Act as liaison between members and off-site employees and departments to resolve issues and complete required forms and documents.
  • Maintain cash drawer and balances within guidelines established by NWCUA.

Requirements

  • Demonstrated knowledge and experience with financial and lending operating systems.
  • Ability to give exceptional member service and have strong interpersonal communication skills.
  • Work effectively as part of a team and individually to consistently meet and exceed set goals determined by NWCUA.
  • Ability to coordinate and complete a variety of assignments simultaneously and prioritize work.
  • Ability to be self-directed and work under limited direct supervision.

Qualifications

  • High school diploma or GED required.
  • A minimum of 1-2 years previous financial institution experience.
  • Retail sales or customer service position involving cash experience preferred.
  • Bilingual skills are a plus.


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