Financial Services Officer I (or II)

The Financial Services Officer I (or II) is responsible for working with new and existing members to identify their financial needs and assist them in selecting the financial products and services that best meet those needs. This role requires developing member relationships, supporting the achievement of retail branch office sales goals, and ensuring compliance with all applicable laws, regulations, and Credit Union policies and procedures.

What You Will Do

Responsibilities include developing member relationships, supporting the achievement of retail branch office sales goals, and ensuring compliance with all applicable laws, regulations, and Credit Union policies and procedures. The Financial Services Officer I (or II) will also assist members in the selection of financial products and services, provide advice and assistance on budget counseling, consolidations, and other areas relating to member financial needs, and participate in marketing campaigns and member awareness seminars.

Why It Might Be a Fit

This role requires a passion for helping people achieve their financial goals, a thorough working knowledge of depository and loan products, services, and insurance, and the ability to work in a team atmosphere for the promotion and growth of loan totals. The Financial Services Officer I (or II) must also be willing to travel to other local branches on an as needed basis and have a valid driver's license and own reliable mode of transportation.

Requirements

• Bachelor's Degree (4 years) with business related emphasis a plus.
• Minimum of 1 year experience, 3 years preferred of financial service officer and/or loan officer experience in a financial institution.
• Notary License
• Successful completion of New Accounts training and Membership Officer Authority
• Successful completion of Consumer Loan & RE Loan Officer training program
• RE Loan Officer designation
• Working knowledge of the Microsoft suite of Office products
• Experience using the Symitar Data system is considered a plus.

Benefits

• $44,990.40 + Incentives (Unlimited Cap On Incentives)
• Day One Employee Benefits
• Auto Discounts
• Mortgage Discounts
• Tuition Reimbursement
• 401K Company Match