Financial Service Representative (Member Advisor) | Clark County

ABOUT COLUMBIA CREDIT UNION

Columbia CU is a full-service financial institution with $2.5 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 - 2008-2025
• Best in Business Award / Vancouver Business Journal - 2013-2024
• Corporate Philanthropy Award / Portland Business Journal - 2017-2025

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, Paid Sick Time, 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 Financial Service Representative (FSR) represents the best of Columbia Credit Union and strives to listen, advise, and support our membership with products and services that will assist them in reaching their financial goals. This position is committed to providing the highest level of individualized service by placing the member first. They are knowledgeable about Columbia Credit Union products and services with the ability to communicate features and benefits as a recommendation to our membership. FSRs provide creative solutions to our membership as we strive to “Make Life Better”, ensuring they receive exceptional service in a friendly, efficient manner. Requires availability Monday through Friday 8:30am to 6:30pm AND Saturday 8:30am to 2:00pm. RESPONSIBILITIES | Financial Service Representative I, II*, III ◊

• Train and sponsor new employees.
• Positive engagement and participation in cross-functional projects and branch

promotions. * Maintain comprehensive knowledge on all credit union products, services, and through active listening, recommend Columbia Credit Union products and services to “Make Life Better” for our membership.

• Mentorship of employee for individual development as directed. ◊
• Adhere to Columbia Credit Union Branch Service Standards in order to provide

an exceptional member experience. * Confidently and accurately act as the Digital Expert. Educate and assist members as well as branch employees with all digital related products and services. * Serve in the greeter station to welcome members in, assessing their needs and providing recommendations for financial wellness.

• Exercise independent judgement within set authorizations.
• Supports Branch leadership with annual compliance audits to ensure compliance

with internal audit requirements and applicable state and federal regulations. * Accept, process, and fund unsecured loan products, titled loans, credit cards and Home Equity loan products. * Partner with Insurance/Investment and Home Loan Departments to provide referrals for our members.

• Performs additional tasks and duties assigned by Branch Leadership.
• Support branch growth goals with consistent outreach to new and existing

consumer members. Outreach to include calling, email, direct mail, networking and in person meetings.*

• Maintain a book of business to ensure members needs are being met. *
• Support branch growth goals with consistent outreach to new and existing

business members. Outreach to include calling, email, direct mail, networking and in person meetings.

• Accept, process and fund small business loans. ◊
• Conduct outreach to business prospects in an effort to grow branch membership

through new accounts and loan requests. ◊ * Develop internal and external referral sources through business networking and credit union sponsored events. ◊ * Partner with our Business Services, Small Business and Commercial team to meet business members in support of their personal banking needs. ◊ * Support Branch Leadership strategies for overall branch growth as well as supporting the branch team’s growth, learning and development. ◊ * Support micro community market research to better serve the community with the appropriate opportunities and recommendations. ◊ * Accurately process member transactions and requests, using varied software programs, adhering to policies, branch procedures and standard work. * Opens, modifies, and closes personal, business and fiduciary accounts while providing an educational, friendly, new account experience.

• Ability to lead cross-functional branch projects, promotions and training.*
• Ability to lead Branch Operations and designated PIC as necessary. ◊

REQUIREMENTS

* 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 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 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. AND * Demonstrated professionalism in both written and verbal communication skills. Proven ability to meet and exceed assigned goals.

• Ability to attain Notary designation within 6 months of hire.
• Required current NMLS license or ability to obtain upon hire.
• Basic understanding of Business Service products and services.
• 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. * Knowledge of, and compliance with, Currency Transaction Reporting (CTR) requirements and Columbia’s Bank Secrecy Act (BSA) compliance program. PHYSICAL REQUIREMENTS: The physical requirements outlined below encompass the diverse range of abilities needed for individuals to effectively perform the essential functions of this job.

• Communicate information and ideas clearly for mutual understanding.
• Exchange accurate information effectively in various situations.
• Observe details at close range (within a few feet of the observer).
• Frequently remain in a stationary position.
• Occasionally move around the workspace.
• Constantly operate a computer and other office productivity machinery.
• Occasionally ascend/descend a ladder.
• Occasionally position oneself to maintain files or other items.
• Occasionally move items weighing up to 60 pounds across the office for

various needs.

• Occasionally work in outdoor weather conditions.
• Never operate a vehicle.
• Occasionally travel between worksites.

COMPENSATION

• FSR I: $22.00 - $24.00/ hour
• FSR II: $24.00 - $26.00/ hour
• FSR III: $26.00 - $30.00/ hour
• Eligible to earn performance incentives.

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Equal Opportunity Employer/AA Must be 18 or older to apply