Member Service Representative/Relationship Officer - Gresham

Responsibilities

• Proactively supports the branch team with exceptional member service.
• Opens new consumer and business accounts, including Fiduciary, IRA’s, CD’s, checking, and loans.
• Focuses on retention of current loan and deposit business and develops new consumer and business relationships.
• Listens, identifies, processes, and recommends solutions to member needs.
• Takes initiative to utilize all available resources to ensure members are assisted completely.
• Performs both account and loan maintenance, assists with submitting necessary documentation, and conducts outbound calling to members.
• Acts as a liaison between members and off-site employees and departments to resolve issues, assist with courtesy signings, and complete required forms and documents.
• Learns and uses financial and lending operating systems.
• Maintains cash drawer and balances within guidelines established by Credit Union.
• Performs any additional duties as required by the Branch Management Team for the overall operations of the branch.

Requirements

• 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.
• Ability to successfully register with the National Mortgage Licensing System (NMLS).

Qualifications

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

Knowledge, Skills & Abilities

• Knowledge and experience with financial and lending operating systems.
• Strong interpersonal communication skills.
• Teamwork and goal-oriented work ethic.
• Coordination and prioritization of tasks.
• Self-motivation and ability to work independently.

Benefits

• Attractive starting pay of $25.00 per hour.
• Opportunities for growth and development within the financial services industry.
• An inclusive and welcoming workplace reflecting the richness of the world.
• Commitment to equity and inclusion, considering all qualified applicants.

Pay

$25.00 per hour!

Schedule

Monday - Thursday: 9 AM - 5:30 PM
Fridays: 9 AM - 6 PM
Saturdays: 9 AM - 1 PM