Home
/
Comprehensive
/
Financial Service Specialist
Financial Service Specialist-April 2024
Beaverton
Apr 4, 2025
About Financial Service Specialist

  Primary Purpose: Promotes a sales and service culture by effectivelymeeting members\' needs. Actively engages with members by greeting,personalizing interactions, uncovering financial needs, makingrecommendations for financial services, providing follow-up, with asense of urgency and professional demeanor. Responsibilities: -Approaches, welcomes, and engages all visitors who come into the branch.Manages the traffic flow of members with a sense of urgency to provideminimal wait times. - Engages members and visitors through askingrelevant and meaningful questions, getting to know their needs, makingappropriate product and service recommendations, and developingcustomized follow-up plan with the member as appropriate. - Opens newmember accounts, including certificate of deposits (CDs), money market,checking, and savings accounts.& #8239; - Submits and books consumerloan applications and answers basic consumer lending questions. - Offerspayment protection and explains debt cancellation options. - Explainsthe differences between a Home Equity Loan and Mortgage Loan to membersand coordinates referrals to appropriate team or team member. - Performsand balances daily teller transactions and all other member transactionactivity. Processes cash orders, completes wire transactions, issuesdebit cards, cash recyclers, and vault. - Records detailed notes todocument member interactions, complex situations, and transactions tominimize lapse in employee communication or member service. -Understands and complies with federal and state regulations relating tofinancial products and services as well as NWCU policies and proceduresand regulations pertaining to the Bank Secrecy Act (BSA). - All otherduties as assigned. Minimum Requirements: High school diploma (GEDequivalent). Previous experience in a Teller or Financial ServicesRepresentative, or equivalent role preferred. One (1) year of service ina cash handling and sales environment in a credit union or otherfinancial institution preferred. Demonstrated ability to build strongrelationships with members/customers to identify needs and cross-sellproducts and services. Must be eligible for NMLS. Equal OpportunityEmployer Veterans/Disabled

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Paraprofessional
Paraprofessional ApplyRefer a FriendBack Job Details Requisition #: 192970 Location: Newark, NJ 07101 Category: Personal Care Assistant Salary: $16.00 - $18.00 per hour Position Details Overview. The
Staff Product Security Engineer
DescriptionIt's an exciting time to be at Infoblox. Named a Top 25 Cyber Security Company by The Software Report and one of Inc. magazine's Best Workplaces for 2020, Infoblox is the leader in cloud-f
Part Time Cleaner
Overview Position Summary Details The Cleaner position provides the cleaning and upkeep of an assigned area. Pay: $ 20.00 PER HR The pay listed is the hourly range or the hourly rate for this positio
Patient Services Representative
At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitiv
Team Member
Team Member We’re glad you’re here. Think about it – you and us? Sounds like it could be a match made in the meat heavens. If you’re here for: Discounted Curly Fries (and all our menu items for that
SECURITY OFFICER, SHERIFF
SECURITY OFFICER, SHERIFF Print (https://www.governmentjobs.com/careers/lacounty/jobs/newprint/4325255) Apply  SECURITY OFFICER, SHERIFF Salary $45,573.84 - $61,370.16 Annually Location Los Angeles
Harley-Davidson Motorcycle Technician
Farrow isn't just a bike shop. We're a family eager to share our passion, expertise, ideas, and stories with every unique individual that walks through the door. We offer more than bikes, parts, and
Professional Staff Nurse - Acute Cardiac & Neuro - UPMC Carlisle
Professional Staff Nurse Are you a Registered Nurse (RN) or Graduate Nurse interested in joining a company dedicated to providing exceptional healthcare services? Looking for an employer that encoura
Vans Floor Supervisor (Ridgedale Center, Minnetonka, MN)
Supervisor As a passionate, fun and dedicated Floor Supervisor, you are an important part of the store leadership team, ensuring the highest level of customer engagement through sales results and sup
Shift Manager
SHIFT MANAGER We’re glad you’re here. You may know us as the brand with Roast Beef and Curly Fries – but we are also crafting incredible career opportunities. You’re in the right place if you’re here
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved