Financial Services Officer

We are currently searching for a Financial Services Officer to join our team at the Hammond Branch. If this sounds like you, we’d love to chat!

Job Description

• Assists members with opening and closing accounts, answers questions about products and services, and works to resolve problems that are within their authority to resolve.

• Corresponds with or interviews loan applicants; prepares necessary documents for approval and processes approved loan documents for disbursement/filing, ensuring they are in compliance with Credit Union polices and legal requirements. Reviews loans for proper insurance on collateral, taking action to insure uninsured collateral.

• Greets members in a welcoming manner and assists them with account and/or credit union information via phone, email, in person, live chat, etc.

• Identifies opportunities and cross sells/offers products and services to our members.
• Prepares and/or reviews all loan and account documents for completeness and accuracy. Identifies and takes action to improve the department's operating methods and procedures.
• Directs and receives members telephone calls.

• Demonstrates the Credit Union’s Core Values.

Requirements

• Three to six years of similar or related experience.

• Hours are Monday – Friday 8:00AM – 5:00PM.

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