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Evergreen CU is hiring a Float Financial Services Representative to be based out of its Portland (Riverside) location.
Role:
The combination of loan volumes being much higher than forecasted, we are posting for a full-time Float FSR to join the retail branch team. The home branch will be located at the Riverside Office in Portland.
To assist members and potential members with their credit union needs; explains services, sets up new accounts, respond to problems, and direct members to the appropriate people. Comply with all laws and regulations pertaining to job function such as Fair Lending, HMDA and MLA. Follows all Bank Secrecy Act policies and procedures.
Duties and Responsibilities:
- The Float FSR travels to all branches to assist in branch coverage. Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations.
- Identify opportunities to cross-sell products and services to help members.
- Maintains member account information on computer system.
- Assures that appropriate records are maintained and required reports are prepared.
- Acts as liaison between members and various organizations and departments.
- Performs other related duties as assigned.
Benefits:
We offer an excellent compensation and benefit package that includes medical insurance, dental insurance, vision insurance, 401(k) with match, PTO, paid holidays, short-term and long-term disability insurance, and education assistance.
Experience:
- One year to three years of similar or related experience.
- A high school education or GED.
- Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Apply:
This position reports to the Assistant Vice President, Branch Manager. Resumes may be sent to Cathy Lestage, Vice President of Human Resources, at clestage@egcu.org.
EOE