Financial Services Representative

Make Life Better—For Members, Communities, and Your Career Join one of the Pacific Northwest's most respected credit unions. With $2.5 billion in assets, 100,000+ members, and a long history of community impact, Columbia Credit Union is seeking a Financial Service Representative to help members reach their financial goals. Why Columbia Credit Union? At Columbia Credit Union , we're more than a financial institution. With $2.5B in assets, 100,000+ members , and a mission of Making Life Better , we're proud to be consistently recognized as one of the region's Best Places to Bank and Give Back. If you're passionate about customer service, relationship building, sales, and financial wellness, we'd love to meet you. What You'll Do Deliver exceptional member service while identifying solutions that support financial wellness. Open, maintain, and service consumer, business, and fiduciary accounts. Process transactions and support lending activities, including consumer and home equity loans. Build relationships through member outreach, referrals, networking, and community involvement. Educate members on digital banking tools and services. Collaborate with mortgage, insurance, investments, and business banking partners. Support branch growth goals through sales, referrals, and member retention efforts. Maintain compliance with banking regulations, BSA/CTR requirements, and credit union policies. Mentor team members and assist with branch operations as experience grows. What We're Looking For FSR I – A minimum one (1) year of financial industry experience or equivalent qualifications. Must have a basic understanding of credit. FSR II – A minimum two (2) years of financial industry experience or equivalent qualifications. Proficient with complex new accounts to include small business and fiduciary accounts. A thorough understanding of unsecured loan products, titled loans, credit cards and Home Equity loan products. FSR III – A minimum three (3) years of financial industry experience – Proficient in all new accounts including fiduciary and small business. Must possess a thorough knowledge of all loan products including small business loans. A basic understanding of cash management business services including but not limited to Business online Banking, ACH, Wires, Account Analysis and Remote Deposit Capture. Strong relationship-building, communication, and customer service skills. Ability to meet sales, service, and referral goals. Basic understanding of consumer lending and financial products. Ability to obtain a Notary designation within 6 months and an NMLS license (if not currently licensed) Availability to work branch hours, including Saturdays on a rotating/scheduled basis. FSR I: $22.00 - $24.00/hour FSR II: $24.00 - $26.00/hour FSR III: $26.00 - $30.00/hour Eligible for performance-based incentives Benefits Include: 100% employer-paid Medical, Dental, and Vision coverage for employees 401(k) with 100% match up to 6% Paid Time Off, Sick Time, and Extended Sick Time Paid Holidays Employee Discounts Tuition Reimbursement Program Hybrid work opportunity (Vancouver, WA or Portland, OR only) after training and eligibility requirements are met. Applicants must be authorized to work in the U.S. Sponsorship is not available. Equal Opportunity Employer | Must be 18 years or older to apply #J-18808-Ljbffr Columbia Credit Union