Financial Service Representative | Clark

Financial Service Representative | Clark County

Join to apply for the Financial Service Representative | Clark County role at Columbia Credit Union.

Columbia CU is a full‑service financial institution with $2.5 billion in assets, over 100,000 members, and a commitment to “making life better” in the communities we serve. Since 1952, our dedication has earned us several local community recognitions.

• Best of Clark County Award / The Columbian – 2008–2025
• Best in Business Award / Vancouver Business Journal – 2013–2024
• Corporate Philanthropy Award / Portland Business Journal – 2017–2025

• Vision
  :
  The most trusted, respected, and sought‑after financial institution, providing innovative solutions and support for our employees, members, and communities we serve.
• Mission
  :
  Bringing people together to make life better for themselves and their communities.
• Value Proposition
  :
  Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want.
• Leadership Philosophy
  :
  Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly, rallying everyone around our shared vision.

• People – Passion for helping each other and our members.
• Community – Passion for contributing to the success and growth of the communities we serve.
• Financial Wellness – Passion for providing the financial education, tools, and assistance that create financial wellness and stability for our organization, each other, members and the communities we serve.

• 100% paid medical, dental, vision for employee – eligible the 1st of the month following hire date
• Accrued PTO, paid sick time, accrued extended sick time and 11 paid bank holidays
• 401(k) match – 100% match up to 6% employee contribution
• Tuition assistance
• And more!

The Financial Service Representative (FSR) represents the best of Columbia Credit Union and strives to listen, advise, and support our membership with products and services that will assist them in reaching their financial goals. This position is committed to providing the highest level of individualized service by placing the member first. They are knowledgeable about Columbia Credit Union products and services with the ability to communicate features and benefits as a recommendation to our membership.

FSRs provide creative solutions to our membership as we strive to “Make Life Better”, ensuring they receive exceptional service in a friendly, efficient manner. Requires availability Monday through Friday 8:30 am to 6:30 pm and Saturday 8:30 am to 2:00 pm.

• Adhere to Columbia Credit Union Branch Service Standards to provide an exceptional member experience.
• Maintain comprehensive knowledge of all credit union products and services, recommending them to members to “Make Life Better.”
• Open, modify, and close personal, business, and fiduciary accounts, providing an educational, friendly new‑account experience.
• Accept, process, and fund unsecured loan products, titled loans, credit cards, and home equity loan products.
• Act as Digital Expert, educating and assisting members and branch employees with all digital‑related products and services.
• Participate positively in cross‑functional projects and branch promotions.
• Accurately process member transactions and requests using varied software programs, adhering to policies, branch procedures, and standard work.
• Partner with Insurance/Investment and Home Loan Departments to provide referrals for members.
• Basic understanding of business service products and services.
• Serve at the greeter station to welcome members, assess their needs, and recommend financial wellness options.
• Exercise independent judgement within set authorizations.
• Knowledge of and compliance with Currency Transaction Reporting (CTR) requirements and Columbia’s Bank Secrecy Act (BSA) compliance program.
• Support branch leadership with annual compliance audits to ensure compliance with internal audit requirements and applicable state and federal regulations.
• Perform additional tasks and duties assigned by Branch Leadership.
• Support…