Service Specialist

A Portland credit union is looking for an enthusiastic individual to join our team as a Service Specialist!

Service Specialist

This position will involve working in all departments of the Credit Union. The chosen individual will receive a variety of work assignments and perform all job functions of a relationship processor, accounting representative, member service representative, and credit assistant.

Essential Functions:

  • Excellent verbal and written communication skills. Present a professional image through personal appearance, language, and written communication.
  • Consistently communicate the Credit Union philosophy of “people helping people” through positive approach to all member relations.
  • Field member inquiries and reply promptly and positively consistent with Credit Union objectives even when presented with difficult circumstances; interpret member needs and recommend services to meet those needs.
  • Perform member financial transactions and prepare letters, maintain computer records, and format reports; data input.
  • Perform member transactions by telephone, drive-up window, or in office.
  • Execute tasks with accuracy, neatness, and confidentiality.
  • Work independently with little supervision or effectively within a group; utilize resources for effective problem solving; following inquiry to ensure amicable result for the member.
  • Maintain a cash drawer and balance daily
  • Open, maintain, and close accounts and provide proper disclosures.
  • Process loan and visa applications
  • Report and file maintenance: Paid in full loans, credit insurance, and vendor insurance.
  • Vehicle title processing
  • Input member payroll
  • Balance payroll reports and general ledger accounts
  • Make collection calls
  • Prepare documentation for repossession and legal action

Skills and Abilities Required:

  • Aptitude to adopt and apply new knowledge quickly
  • Reliable attendance; punctuality
  • Ability to handle multiple assignments and prioritize effectively
  • Must have proven leadership skills
  • Capable and willing to handle multiple tasks by changing direction at a moment’s notice
  • Proficient in keyboarding, word processing, and spreadsheets
  • Excellent organizational skills

Education and Experience Required:

  • Experience in basic accounting or bookkeeping position
  • Familiarity with Credit Union Compliance/NCUA Regulations and other laws applicable to financial institutions
  • Minimum high school graduate, additional education in related field preferred
  • Minimum 5 years job experience in a financial institute.

Chosen applicant will receive an exceptional compensation and benefits package. Resumes should be directed to

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