Financial Service Representative; Member Advisor | Clark
Listed on 2026-07-30
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Finance & Banking
Financial Sales, Banking & Finance, Loan Officer / Lending, Financial Advisor / Consultant
Job Category: Branch Operations
Requisition Number: FINAN
002316
- Posted :
July 24, 2026 - Full-Time
- On-site
Showing 1 location
Columbia CU is a full-service financial institution with $2.5 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions:
- Best of Clark County Award / The Columbian -
- Best in Business Award / Vancouver Business Journal -
- Corporate Philanthropy Award / Portland Business Journal -
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 youwant.
Leadership Philosophy:Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams.
Core ValuesPeople
- We have a passion for helping each other and our members.
Community
- We have a passion for contributing to the success and growth of the communities we serve.
Financial Wellness
- We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our 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 Holidays
- 401k Match- 100% match up to 6% employee contribution
- Tuition Reimbursement
- And More!
About The Role
This position assists members to reach their financial goals while providing the highest level of member service and product knowledge to actively sell credit union products.
Requires availability Monday through Friday 8:30am to 6:30pm AND Saturday 8:30am to 2:00pm.
- Support micro community market research to better serve the community with appropriate opportunities and recommendations.
- Accept, process and fund small business loans.
- Conduct outreach to business prospects in an effort to grow branch membership through new accounts and loan requests.
- Develop internal and external referral sources through business networking and credit union sponsored events.
- Partner with our Business Services, Small Business and Commercial team to meet business members in support of their personal banking needs.
- Support Branch Leadership strategies for overall branch growth as well as supporting the branch team’s growth, learning and development.
- Accept, process, and fund unsecured loan products, titled loans, credit cards and Home Equity loan products.
- Partner with Insurance/Investment and Home Loan Departments to provide referrals for our members.
- Performs additional tasks and duties assigned by Branch Leadership.
- Support branch growth goals with consistent outreach to new and existing consumer members. Outreach to include calling, email, direct mail, networking and in person meetings.
- Maintain a book of business to ensure members’ needs are met.
- Support branch growth goals with consistent outreach to new and existing business members. Outreach to include calling, email, direct mail, networking and in person meetings.
- Train and sponsor new employees.
- Positive engagement and participation in cross-functional projects and branch promotions.
- Serve in the Greeter station to welcome members in, assessing their needs and providing recommendations for financial wellness.
- Exercise independent judgement within set authorizations.
- Supports Branch leadership with annual compliance audits to ensure compliance with internal audit requirements and applicable state and federal regulations.
- Maintain comprehensive knowledge on all credit union products, services, and through active listening, recommend…
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