Financial Service Representative

Description Help Members Achieve Financial Success While Growing Your Career with an Award-Winning Credit Union

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At Columbia Credit Union, we're more than a financial institution. With $2.5 billion in assets, 100,000+ members, and a long-standing reputation for excellence, we're committed to Making Life Better for our members, employees, and communities.

As a Financial Services Representative, you'll build meaningful relationships, provide financial guidance, open accounts, process loans, and connect members with solutions that support their financial wellness. Whether you're early in your banking career or bring advanced lending experience, we offer growth opportunities across multiple FSR levels.

• FSR I: $22.00 - $24.00/hour
• FSR II: $24.00 - $26.00/hour
• FSR III: $26.00 - $30.00/hour
• Performance-based incentives available
• 401(k) with 100% match up to 6% contribution
• Generous PTO, paid holidays, and extended sick leave
• Deliver exceptional member service and financial guidance
• Open, maintain, and service consumer, business, and fiduciary accounts
• Process consumer loans, credit cards, vehicle loans, and home equity products
• Identify member needs and recommend appropriate banking and lending solutions
• Build relationships through outbound calls, email outreach, networking, and referrals
• Educate members on digital banking tools and self-service options
• Partner with mortgage, insurance, investment, and business banking teams
• Support branch growth goals, promotions, and community engagement efforts
• Maintain compliance with banking regulations, policies, and procedures
• Assist with branch operations, training, and leadership support opportunities based on experience level
• FSR I – A minimum one (1) year of financial industry experience or equivalent qualifications. Must have a basic understanding of credit.
• FSR II
  – A minimum two (2) years of financial industry experience or equivalent qualifications. Proficient with complex new accounts to include small business and fiduciary accounts. A thorough understanding of unsecured loan products, titled loans, credit cards and Home Equity loan products.
• FSR III
  – A minimum three (3) years of financial industry experience – Proficient in all new accounts including fiduciary and small business. Must possess a thorough knowledge of all loan products including small business loans. A basic understanding of cash management business services including but not limited to Business online Banking, ACH, Wires, Account Analysis and Remote Deposit Capture.

And

• Demonstrated professionalism in both written and verbal communication skills. Proven ability to meet and exceed assigned goals.
• Ability to attain Notary designation within 6 months of hire.
• Required current NMLS license or ability to obtain upon hire.
• Basic understanding of Business Service products and services.
• Reliable to work scheduled shifts:
  Monday through Friday and Saturdays to include a split week schedule, as needed. Must be available to attend branch meetings when scheduled.
• Knowledge of, and compliance with, Currency Transaction Reporting (CTR) requirements and Columbia’s Bank Secrecy Act (BSA) compliance program.

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Columbia Credit Union follows all required COVID 19 health protocols

Equal Opportunity Employer/AA

Must be 18 or older to apply

Intermediate

Intermediate

Intermediate

Some Knowledge

Some Knowledge

: Capable of carrying out a given task with all details necessary to get the task done well

: Shows intense and eager enjoyment and interest

: Works well as a member of a group

: Devoted to a task or purpose with loyalty or integrity

High School or better.

Financial industry experience & a basic understanding of credit.

Notary

NMLS

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.