Financial Solutions Representative

First Tech Federal Credit Union - Portland, OR3.2

Job Details
Are you passionate about helping members with their financial needs? Are you looking for a position that offers a fun and dynamic work environment? We are looking for a Financial Solutions Representative to join our Lloyd Center Branch in Portland. This role will be responsible for assisting members with day to day transactions; as well identifying and offering Credit Union products and services to best fit members’ needs. Having a minimum of two years of experience in a bank or credit union branch environment with an emphasis on sales will help you succeed.

Here's what you can expect from the job and what you need to be successful:

Job Duties:
  • Process routine financial business for members quickly and accurately, including deposits and withdrawals, loan payments, traveler's checks and money orders
  • Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
  • Listen to members and recommend options that best fit their needs, cross-selling and making referrals when appropriate using the online tracking and CRM systems
  • Actively participate in programs and procedures that drive sales
Essential Skills:
  • Minimum 1-3 years' previous experience in a fast-paced, high volume service and sales environment; financial industry experience preferred
  • Experience accurately managing large amounts of cash and other financial negotiable items (in person and electronically)
  • Minimum 2 years' previous financial experience (bank or credit union) with an emphasis in consumer lending preferred
  • Proficiency in basic mathematics and ten-key and calculator
Location: Lloyd Center Branch - Portland, OR 97232

Schedule: 40 hours per week, including Saturdays

First Tech is not currently offering Visa sponsorship or transfers


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.