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Financial Services Specialist

Job in Seaside, Clatsop County, Oregon, 97138, USA
Listing for: Kaizen Lab Inc.
Full Time position
Listed on 2026-08-03
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking & Finance
Job Description & How to Apply Below

FINANCIAL SERVICESSPECIALIST

Located at our Seaside, OR office

Fibre Federal Credit Union offersa vibrant, exciting, and challenging workplace in the fast-paced financialindustry. Join our team and make an impact in your community by helping our members achieve their financial goals.

Fibre Federal Credit Union is seeking a Full-Time Financial Services Specialist for our Seaside, OR location with the need attimes to support our locations in Astoria, OR and Warrenton, OR.

Wage Range: $20.78 - $32.47

The range above allows our employees roomfor growth through annual merit and other pay increases based on performance.

The target pay range for this position is typically within the first halfof the range. Compensation decisions are determined using factors such asrelevant job-related skills, experience, and education or training.

Should an offer for employment be made, we will consider individualqualifications.

This is not a remote position.

BENEFITS
  • Competitive Salary
  • Benefits Package including: 100% employer paid health, dental,vision, life, and disability insurance for the employee
  • Paid Vacation Time
  • Paid Volunteer Hours
  • 6% 401(k) Plan Contribution
  • 10 Paid Holidays
  • 2 Floating Holidays
  • Opportunities for growth within the company
PRIMARY FUNCTION

Receive and assist members in person, online, or on the telephone. Provide thorough Credit Union information and encourage members to use the many other services of the Credit Union. Open all types of new accounts and cross sell basic Credit Union services to new prospects and existing members in a prompt, courteous, and friendly manner. Receive and submit loan application information for members and sign loan documents.

SPECIFIC

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, andcertificate accounts, and maintain existing and closed accounts. Carry throughrelated duties and activities according to Credit Union policies and procedures.
  • Need to communicate professionally and effectively to provide superior member service.
  • Obtain proper documentation of directdeposits and related duties.
  • Process and maintain safety deposit boxrentals, 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 centeras needed.
  • Provide exceptional member service.
  • Must maintain accuracy and fix identifiedmistakes in a timely manner.
  • Must 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 followedwithintheir area of responsibility.
  • Must be a self-starter, self-motivated, anduse initiative while effectively adapting to change.
  • Provide assistance to service centerpersonnel in the absence or unavailability of the manager or supervisor,including approvals and overrides.
  • Open and close service center as needed.
  • Duties as assigned.
POSITION QUALIFICATIONS
  • Position Knowledge
    - Knowledge, skill, andmental development equivalent to completion of high school is required. Financial or credit union experience helpful but not required.
  • Problem Solving
    - The individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfully.
  • Interpersonal Skills
    - The individualmaintains confidentiality, remains open to the ideas of others, and exhibitswillingness to try new things.
  • Oral Communication
    - The individual speaksclearly and persuasively in positive and negative situations. The individualmaintains on-going communication with the Department Manager concerningactivities of the department as well as needs or problems and keeps them informed of all pertinent problems, irregularities, new developments, changes,and other important…
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