Compass Community Credit Union

Job Summary We are seeking a dedicated and knowledgeable Finance Partner to join our dynamic team. The ideal candidate will play a crucial role in providing financial guidance and support to our members, ensuring their financial health and success. This position requires a strong understanding of various financial concepts and the ability to build lasting relationships with members. As a Finance Partner, you will collaborate closely with members to develop tailored financial strategies that align with their goals.
Responsibilities
<ul>
<li>Processing consumer loans promptly and accurately.</li>
<li>Assist with ATM &amp; vault balancing in the branch. Opening new accounts and services.</li>
<li>Opening and processing IRA accounts and transactions.</li>
<li>Comfortable cross-selling products and services.</li>
<li>Preparing and organizing loan documents.</li>
<li>Following up as necessary to gather documents and satisfy conditions to comply with approvals.</li>
<li>Providing exceptional service to members and to credit union colleagues.</li>
</ul>
Skills
<ul>
<li>Excellent communication skills, both verbal and written, enabling effective interaction with members and team members.</li>
<li>Strong teamwork and member service skills, along with a great “can-do” attitude.</li>
<li>Strong verbal, listening and written communication skills.</li>
<li>Ability to work effectively in a multi-task high volume environment.</li>
<li>Strong proficiency in PC applications specifically MS Word and Excel with the ability to move swiftly and accurately between multiple applications.</li>
<li>Self-motivated and results oriented.</li>
<li>High degree of patience and problem-solving ability.</li>
<li>Join us as a Finance Partner where your expertise will make a significant impact on our client's financial success!</li>
</ul>
Job Type: Full-time
Pay: $45,000.00 - $54,000.00 per year
Benefits:
<ul>
<li>401(k)</li>
<li>Dental insurance</li>
<li>Employee discount</li>
<li>Health insurance</li>
<li>Life insurance</li>
<li>Paid time off</li>
<li>Paid training</li>
<li>Parental leave</li>
<li>Retirement plan</li>
<li>Vision insurance</li>
</ul>
Work Location: In person

Financial Partner

Financial Partner

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