Financial Solutions Representative

First Tech Federal Credit Union - Beaverton, OR3.2

30+ days agoFull-time
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 Tanasbourne Branch in Beaverton. 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 one year of experience in a fast paced customer service 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:
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
Provide the highest quality of customer service to all members through relationship building and referrals to credit union products and services
Process routine financial business for members quickly and accurately, including deposits and withdrawals, loan payments, traveler's checks and money orders

Essential Skills:
Experience accurately managing large amounts of cash and other financial negotiable items (in person and electronically)
Minimum 1-3 years' previous experience in a fast-paced, high volume customer service and sales environment; banking or credit union industry experience strongly preferred
Minimum 2 years' previous bank or credit union experience with an emphasis in consumer lending preferred
Location: Tanasbourne Branch - Beaverton, OR 97006

Schedule: 40 Hours a week, Monday through Saturday

First Tech is not currently offering Visa sponsorship or transfers



I acknowledge that if hired by the company, employment is on an at-will basis. This means the company is free to terminate my employment at any time, with or without cause or advance notice. Similarly, I am free to terminate my employment with the company at any time for any reason. I agree to conform to the rules and regulations of the company, and I understand that the company has complete discretion to modify such rules and regulations at any time, except that it will not modify its policy of employment at-will.

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.