Part- Time Financial Services Specialist

About the role

Part‑time Financial Services Specialist located at the Kalama, WA office of Fibre Federal Credit Union. The position averages 21 hours per week, Monday–Friday for lunch coverage. Initial training is full‑time (40 hours/week) at the Longview training center. This is not a remote position. Learn more at www.fibrecu.com. All offers are contingent upon successful background check, credit check, and drug screening.

Responsibilities

• Receive and assist members in person, online, or on the telephone.
• Provide thorough Credit Union information and encourage members to use other services.
• Open all types of new accounts (share, checking, IRA, certificate) and cross‑sell basic Credit Union services.
• Receive and submit loan application information for members and sign loan documents.
• Determine prospective members' qualifications for membership based on current field of membership.
• Transfer accounts and make appropriate referrals to cross‑sell a variety of Credit Union services.
• Maintain existing and closed accounts.
• Obtain proper documentation of direct deposits.
• Process and maintain safety deposit box rentals, billing, and related duties.
• Answer a variety of member inquiries and maintain a good working knowledge of Credit Union services.
• Submit loan application information 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