Financial Services Officer

Job Description

Are you a member-focused individual with a passion for helping others and dedicated to helping people find a product for them? We’re currently searching for a Financial Services Officer to join our team at our 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.
• Identifies opportunities and cross-sells/offers products and services to members.
• Greets members in a welcoming manner and assists them with account and/or credit union information via phone, email, in person, live chat etc.
• 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 (Service with an EDGE, Solutions, Adaptability, Respect, Accountability).
• Performs other job-related duties required or assigned.

Requirements

• Three to five years of similar or related experience.
• A high school education or GED.
• Hours are Monday - Friday 8:00AM - 4:30PM.

Why join us?

Baton Rouge Telco FCU has been serving members in Southeast Louisiana since 1936, and we have strived to provide our members with exceptional customer service. We pride ourselves on being built for members, by members, so you can enjoy lower fees and the best rates. This position is a full-time position with no Saturdays required, offering an amazing benefits package and a fun work environment.

A peek at our benefits:

• Outstanding benefits:
  Enjoy comprehensive medical, dental, vision, life, STD, and LTD insurance, PLUS a 401k/Roth plan with an employer match.
• Generous paid time off:
  Celebrate 12 paid holidays each year, and as a special perk, you get your birthday off!
• Growth opportunities:
  We're committed to helping you grow your career in the banking industry.

Equal Opportunity

Employer:

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Join us and be part of a team that's dedicated to making a difference in our members' lives - and yours!