Open Positions

Title

Member Service Representative-FT (Call Center)

Location Vancouver, WA
Job Information

Columbia Credit Union is seeking a Full Time Member Service Representative to assist members with all of their financial needs over the phone and through electronic alternatives. Selling banking products and services is essential to success in this position.

Applicant must be an enthusiastic team player with strong commitment to providing excellent member service, able to multi-task in a busy environment, organized with excellent written/verbal communication skills and pc skills. Previous call center, banking and sales experience required. Tech support and online chat experience highly preferred. Flexibility in scheduling is required.

Apply online or Employment Application (PDF 302KB)


Title

Member Service Associate-FT (Teller)

Location Vancouver, WA
Job Information

Member Service Associates assist Columbia Credit Union members in reaching their financial goals by providing the highest level of service and selling banking products. Position requires previous cash handling, sales, and customer service experience. Financial experience preferred. Requires availability Monday through Friday 8:30 to 6:30 and half day Saturday.

Apply online or Employment Application (PDF 302KB)


Title

Service Manager (Assistant to Branch Manager)

Job Information

We are seeking an individual who is excited to work closely with the Branch Manager to develop and maintain a cohesive team of employees who meet or exceed the credit union’s expectations for sales, member service and all aspects of branch operations.

Position responsibilities include staff coaching and development while supervising the efficient operation of the branch.  The Service Manager performs the duties of an Member Service Associate and Financial Service Representative as needed in addition to monitoring; the work of branch staff, audit compliance, and branch security, while actively assisting the manager achieve branch growth and profitability.  We are looking for someone with a positive demeanor, proven leadership abilities, solid product knowledge, while consistently demonstrating excellent member service skills.

This position requires previous supervisory or management experience. A bachelor’s degree in business administration or related field is preferred.  Required to have a thorough understanding of all banking regulations including: Regulation CC, D, E, Truth in Savings, Financial Privacy, Currency Transaction Reporting requirements and Bank Secrecy Act. Must be eligible to hold an NMLS MLO.

Apply online or Employment Application (PDF 302KB)


Title

Sr. Credit Analyst

Location Vancouver, WA
Job Information

Under direction of Commercial Underwriting Manager perform credit analysis and credit request packaging and other related activities and duties to ensure that commercial loans are properly underwritten, monitored and serviced in accordance with policy and regulatory guidelines. This position will communicate frequently with senior management, officials, business or professional representatives from outside groups, agencies, and organizations.

RESPONSIBILITIES
• Underwrites credit request on commercial loans
• Work with Relationship Manager, Loan Closer, Borrower, Title Company, etc. to underwrite, monitor and assist in the loan process.
•Responsible for all monitoring functions for commercial loan portfolio including past due, and coming due loans as well as term loan review.
• Ability to underwrite various types of loans to include SBA 7A, 504 and construction loans highly desirable.

REQUIREMENTS
• Requires a Bachelor’s degree in finance, accounting or related discipline, related course work and financial analysis skills or a combination of related work experience and course work equivalent to 3 to 5 years of work experience and Bachelor’s degree.
• Effective written and verbal communication skills to work successfully with the general public, as well as other employees. Proficient with Word Processing and Excel spreadsheet programs; credit and financial analysis programs and the integration of such technology.
• Demonstrated skills in handling moderately to complex work assignments in various lending functions.
•Ability to work in a team environment by accurately accomplishing work assignments under limited supervision.

 

 

Apply online or Employment Application (PDF 302KB)


Title

VP Wealth Management

Job Information

Columbia Credit Union seeks a VP Wealth Management Program Manager to oversee and inspire our investment and insurance team in the Portland, OR metropolitan area. Reporting to the SVP Chief Marketing Officer, you’ll be responsible for all aspects of advisors’ and assistants’ coaching and mentoring, daily operations, sales, compliance, educational outreach, and member experience.
Columbia CU is a full service financial institution with $1.2 billion in assets and over 85,500 members. Since 1952 our commitment to our membership and our community toward “Making Life Better” has earned us accolades such as Best of Clark County and Best in Business for the past several years. Columbia CU is also recognized by PBS and Associates as a Best of the Best workplace.
The credit union’s investment program is successful and well-supported. With four advisors and two assistants, more than $170 million in assets under management, and a track record of growth including strengthening recurring revenues, this program is positioned for continued success.

QUALIFICATIONS

• Bachelor’s Degree in business or related field preferred.
• 10 years non-deposit investment and insurance experience within a financial institution with a minimum of 6 years sales management experience.
• Positive FINRA BrokerCheck disclosure events history, relative to years of experience.
• Series 7, 63/65 or 66 Registrations required. Series 24 would be a plus.
• Professional certification, such as Certified Financial Planner preferred.
• Life and Health insurance licensed.
• Excellent interpersonal skills including active listening and ability to mentor a team of well-respected professionals into a strong sales through service track record. Proven innovator that purposefully manages and inspires staff to do their personal best, supporting their coworkers and member-investors.
• Ability to build collaborative relationships throughout the credit union to foster a holistic view of how we can make life better for our members.
• History of leadership success around talent development, team building, problem solving, escalation and risk management activities, planning, and goal accomplishment.
• Experience in authoring smart, articulate and compelling social media posts and website blogs as well as hosting workshops for video or in-person presentations is preferred.
• Expert MS Office skills including proficiency with excel and CRM/database management. Proven ability to tailor written communication to purpose and audience, including sales and education, policy and procedures, executive department reports, and individual coaching documents, is required.
• Strong knowledge of investment and insurance compliance.
• Strong sense of urgency around goal tracking and achievement.

Representatives are employed by Columbia Credit Union and registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and RIA with a stable, 20 year track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit www.cusonet.com.

Apply online or Employment Application (PDF 302KB)


Title

Commercial Loan Processor

Location Vancouver, WA
Job Information

This individual processes Commercial loan documents & coordinates files for business loans, handles loan advance requests, loan payments & payoffs, prepares collateral documents & releases. An understanding of the lending process with a background in loan servicing functions is preferred.

Additional position duties include: ensuring loan files meet commercial lending specifications; participating in individual and group projects as assigned; providing excellent member service including timely, accurate documentation in accordance with credit union policies; and may assist in training new employees.

The ideal candidate will possess excellent organizational skills, proficiency in Word & Excel; effective written and verbal communication skills; and will have previous experience in customer service & banking.

Apply online or Employment Application (PDF 302KB)