What are the responsibilities and job description for the Financial Service Specialist position at Commodore Perry Federal Credit Union?
Join an Exceptional Team at Commodore Perry Federal Credit Union!
Are you looking for an exciting opportunity to grow with a dynamic and community-focused organization? Commodore Perry Federal Credit Union—"Anchored in Our Community"—is seeking our next TEMPO Rockstar! We’re looking for a passionate individual who embodies our core values: Teamwork, Empathy, Morality, Proficiency, and Optimism.
If that sounds like you, we’d love for you to consider joining our team!
Position: Financial Service Specialist
Location: Oak Harbor Branch
Status: Full-time
General Summary
As a Financial Service Specialist, you’ll be at the heart of our member experience—creating meaningful interactions and delivering solutions that empower our members financially. You’ll play a key role in promoting a positive sales and service culture by actively engaging with members, uncovering their needs, recommending products and services, and following up with care and urgency. Through strong relationships and a problem-solving mindset, you’ll help our members find dignified solutions to both transactional and financial challenges.
Key Responsibilities
- Warmly engage members and visitors by asking thoughtful questions, identifying their needs, and recommending appropriate credit union products and services.
- Open and service a variety of account types including checking, savings, CDs, money market accounts, HSAs, and IRAs.
- Assist with consumer loan applications, closings, and basic lending inquiries. Provide clear explanations of loan options, including the differences between home equity and mortgage loans, and refer to appropriate specialists as needed.
- Support members with issues related to debit cards, credit cards, and HSA/IRA forms or questions.
- Serve as a backup on the Member Service Representative line and participate in Saturday rotations.
- Maintain confidentiality and protect member and credit union information at all times.
- Support the development and enforcement of departmental policies and procedures.
Qualifications
- High school diploma or equivalent (GED) required.
- Exceptional interpersonal, problem-solving, and analytical skills.
- Comfortable working in a branch environment and using standard office equipment (PC, copier, fax, phone, etc.).
- Ability to lift up to 25 lbs.
- A positive, team-oriented attitude and a genuine desire to serve others.
Why Join Us?
At Commodore Perry Federal Credit Union, you're not just taking a job—you’re joining a team that’s committed to each other, our members, and the communities we serve. We believe in supporting your growth and celebrating your success. Let’s build something great together!
Job Type: Full-time
Pay: From $18.00 per hour
Expected hours: 40 per week
Benefits:
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
Experience:
- Banking: 1 year (Required)
Ability to Commute:
- Oak Harbor, OH 43449 (Required)
Work Location: In person
Salary : $18