Role OverviewWe are looking for individuals who are passionate about helping our members achieve their financial goals and improve their financial well-being. The Financial Services Officer will be responsible for a variety of tasks, including closing loans, processing paperwork, and providing member services. The ideal candidate will have strong communication skills and experience in banking and customer service.
What You Will Do
The Financial Services Officer will be responsible for closing loans, processing miscellaneous paperwork, and performing a variety of advanced member service functions. They will also be responsible for providing Teller-related functions to members and balancing daily transactions.
Why It Might Be a Fit
This role requires strong oral and written communication skills, as well as experience in banking and customer service. The ideal candidate will be able to interact tactfully and professionally with Credit union staff and external contacts, and maintain a high degree of confidentiality in dealing with member information.
Requirements
- High School diploma or GED
- Experience in banking is preferred
- Previous experience working with the public and/or customer service is also preferred
- Experience in cash handling is preferred
- Strong oral and written communication skills
- Minimum beginner level knowledge of Microsoft Office applications including Outlook, Excel, and Word
- Advanced skills in using computers and related equipment
Benefits
- Light travel is required
- Travel to various branch locations or to off-site trainings may be necessary on occasion
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