Branch Member Financial Specialist

Branch Member Financial Specialist I

Join OURCU: Empowering Members, Strengthening Communities

At OURCU, we do more than simply help people with their finances. We build relationships, solve problems, and make a meaningful difference in the lives of our neighbors and community.

We're looking for a Branch Member Financial Specialist I to join our Vashon Branch. As a member-owned, not-for-profit credit union, we're focused on people, not shareholders. Every interaction is an opportunity to make someone's day a little easier and their financial life a little better.

If you're dependable, enjoy helping others, thrive in a fast-paced environment, and take pride in doing things right, we'd love to meet you.

What You'll Do

As a Branch Member Financial Specialist I, you'll help members with a wide variety of financial needs while creating a welcoming, supportive experience at every interaction. In this role, you'll:

• Open and maintain member accounts, including checking, savings, certificates, and related account services.
• Assist members with account maintenance, bookkeeping questions, account research, and service requests.
• Process deposits, withdrawals, transfers, loan payments, cashier's checks, cash advances, and other financial transactions accurately and efficiently.
• Share and explain OURCU products and services in a way that helps members meet their financial goals.
• Answer questions, resolve concerns, and connect members with additional resources when needed.
• Process and maintain account documentation while ensuring accuracy, confidentiality, and compliance.
• Balance your cash drawer daily and promptly resolve discrepancies.
• Assist members with services such as debit card inquiries, stop payments, online banking support, and other account-related needs.
• Prioritize competing tasks and shift smoothly between member conversations, transactions, phone calls, operational responsibilities, and team support throughout the day.
• Maintain accuracy and attention to detail while working in an environment where priorities can change quickly.
• Collaborate with teammates to ensure smooth branch operations and exceptional member experiences.
• Help create a welcoming environment where every member feels valued and every teammate feels supported.

You'll Love This Role If You...

The people who thrive in this role genuinely enjoy helping others and building meaningful relationships. They're dependable, adaptable, and the kind of teammates others can count on. They stay organized when things get busy, shift smoothly between priorities, and maintain a high level of accuracy even in a fast-paced environment. They bring patience, professionalism, and empathy to every interaction, whether they're helping a member solve a problem, answering a question, or supporting a teammate. Most importantly, they care about people, take pride in their work, and understand that small moments of service can make a lasting difference in someone's day.

While prior banking or credit union experience is a plus, it is not required. What matters most is your demonstrated commitment to serving others, your willingness to learn, your reliability, and your desire to contribute to a positive team culture.

Key Qualifications

• High school diploma or GED required.
• Six months to two years of customer service, member service, retail, hospitality, healthcare, or related experience.
• Cash handling experience preferred.
• Excellent communication, math, problem-solving, and interpersonal skills.
• Demonstrated ability to manage multiple priorities while maintaining a high degree of accuracy.
• Strong attention to detail and commitment to quality work.
• Ability to perform effectively in a fast-paced environment with frequent interruptions and changing priorities.
• Proficiency with computers, Microsoft Office, and standard office equipment.
• Professional attitude and conduct.
• Bilingual skills are a plus.

Why Join OURCU?

At OURCU, you'll be part of an incredible team that believes in helping one another succeed. We celebrate wins, pitch in when help is needed, and genuinely care about each other and the Vashon community.

We're committed to developing talent from within and creating opportunities for long-term career growth. Whether you're new to financial services or bringing experience from another industry, you'll find opportunities to learn, grow, and build a meaningful career at OURCU.

Benefits Include

• Medical, dental, and vision insurance
• Employer paid life and long term disability insurance
• 401(k) plan with generous OURCU contributions
• Paid time off including vacation, sick leave, and 12 paid holidays each year
• Professional development support, tuition assistance, and career growth opportunities
• Additional perks including:
  • Free Employee Assistance Program
  • Gym reimbursement
  • Discounted VISA rates and enhanced checking accounts
  • Employee led engagement committees

Compensation and Growth

• Target starting pay: $21.90 to $25.00 per hour, depending on experience and qualifications.
• Opportunities to advance and earn more as you develop your skills and take on new responsibilities.
• We prioritize promoting from within by providing ongoing opportunities to learn, grow, and build your career with OURCU.

Location and Schedule

This is a full-time, in-person role based at our Vashon Branch. The schedule is Monday through Friday:

• 8:45 a.m. – 5:45 p.m. (Fridays until 6:15 p.m.)
• From time to time, you may be asked to start at 8:00 a.m. for training opportunities or team meetings

Ready to Make a Difference?

If you're looking for meaningful work, enjoy helping others, and want to be part of an organization that strengthens the Vashon community one member at a time, we'd love to hear from you.

Join OURCU, where we serve members with heart, integrity, and local pride.

OURCU is an Equal Opportunity Employer. If you require accommodations during the application process, please contact [email protected] or call (800) 426-5657.

 

As part of our employment process we require a criminal background check and credit check.