Member Service Representative/Relationship Officer - Mill Plain

About the role

At OnPoint, it’s more than just having a job—it’s about starting and growing your career. We’re dedicated to supporting you through your journey from the minute you first walk in the door. With our help, you will become an expert in the products and services we offer and be able to provide members with sound and practical financial advice. We’re looking for outgoing, friendly, and helpful people who can provide exceptional member service, work as a dependable team player, and multitask efficiently. Your career in the financial services industry can start right here, right now!

Responsibilities

• Proactively support the branch team with exceptional member service, including eye contact, active lobby management, checking in with waiting members, and greeting members warmly while thanking them by name.
• Open new consumer and business accounts, including Fiduciary, IRAs, CDs, checking, and loans.
• Focus on retaining current loan and deposit business while developing new consumer and business relationships.
• Listen, identify, process, and recommend solutions to meet members' needs.
• Take initiative to utilize all available resources to ensure members are assisted completely.
• Perform account and loan maintenance, assist with submitting necessary documentation, and support transactions.
• Conduct outbound calling to members to further develop and/or retain lending and deposit relationships.
• Act as a liaison between members and off-site employees/departments to resolve issues, assist with courtesy signings, and complete required forms.
• Listen for clues and identify cross-sell opportunities, referring to appropriate staff members as needed.
• Maintain cash drawer and balance within Credit Union guidelines.
• Perform additional duties as required by the Branch Management Team for overall branch operations.

Requirements

• High school diploma or GED required.
• Minimum of 1-2 years of previous financial institution experience.
• Retail sales or customer service position involving cash handling experience preferred.
• Bilingual skills are a plus.
• Ability to successfully register with the National Mortgage Licensing System (NMLS).

Skills

• Demonstrated knowledge and experience with financial and lending operating systems.
• Exceptional member service and strong interpersonal communication skills.
• Ability to work effectively as part of a team and individually to meet and exceed set goals.
• Ability to coordinate and complete a variety of assignments simultaneously and prioritize work.
• Self-directed with the ability to work under limited direct supervision.

Pay

Starting pay: $25.00 per hour.

Schedule

Hours of operation: Monday - Thursday 9 AM - 5:30 PM, Fridays 9 AM - 6 PM, Saturdays 9 AM - 1 PM.