Financial Services Specialist

About the role

Fibre Federal Credit Union is seeking a Full-Time Financial Services Specialist for its Woodland, WA locations. The position is not remote and offers a competitive salary package including health, dental, vision, life, and disability insurance, paid vacation time, volunteer hours, a 401(k) plan, and 10 paid holidays.

Responsibilities

• Determine prospective members' qualifications for membership based on current field of membership.
• Transfer accounts for members and make appropriate referrals to cross sell a variety of Credit Union services.
• Open new share, checking, IRA, and certificate accounts, and maintain existing and closed accounts.
• Carry through related duties and activities according to Credit Union policies and procedures.
• Obtain proper documentation of direct deposits and related duties.
• Process and maintain safety deposit box rentals, billing, and other related duties when applicable.
• Answer a variety of member inquiries and maintain a good working knowledge of Credit Union services.
• Submit loan application information for members to Consumer Lending.
• Complete member loan signings in accordance with Credit Union policies and procedures.
• Perform all cash handler functions at peak periods in the service center.
• Perform vault duties for the service center as needed.
• Provide exceptional member service.
• Follow Credit Union policies and procedures as outlined for Loans, Member Services, Tellers, the Employee Guide, and Security, ensuring all dual control and internal controls are followed within their area of responsibility.
• Provide assistance to service center personnel in the absence or unavailability of the manager or supervisor, including approvals and overrides.
• Open and close service center as needed.

Qualifications

• Knowledge, skill, and mental development equivalent to completion of high school is required.
• Financial or credit union experience helpful but not required.
• Problem Solving - Identifies and resolves problems in a timely manner and gathers and analyzes information skillfully.
• Interpersonal Skills - Maintains confidentiality, remains open to the ideas of others, and exhibits willingness to try new things.
• Oral Communication - Speaks clearly and persuasively in positive and negative situations and maintains on-going communication with the Department Manager concerning activities of the department as well as needs or problems and keeps them informed of all pertinent problems, irregularities, new developments, changes, and other important information.
• Written Communication - Edits work for spelling and grammar, presents numerical data effectively, and is able to read and interpret written information.
• Planning/Organizing - Prioritizes and plans work activities, uses time efficiently, and develops realistic action plans.
• Quality Control - Demonstrates accuracy and thoroughness and monitors own work to ensure quality.
• Dependability - Consistently at work and on time (except for those cases protected by law which are outlined in the Employee Guide), follows instructions, responds to Management direction, and solicits feedback to improve performance.
• Observes Policies/Procedures - Observes Credit Union policy and applicable Standard Operating Procedures, as well as those in the Employee Guide.
• Image - Displays a positive and professional image.