Financial Services Officer

Job Details

Job Location:

3200 EDGEWOOD DRIVE - JEFFERSON CITY, MO 65109
Position Type:
Full Time
Salary Range: $22.88 - $34.32 Hourly
Job Category:
Finance
Role:
To promote a positive service relationship and improve account engagement with members and nonmembers by identifying loan products and account services that best fits their needs.

• Takes member loan applications and underwrites according to loan policy and procedure. Follow up with member applications and inquiries. Process the approved loans and set up date to close the loan and make disbursements.
• Opens new accounts, CDs, IRAs and other credit union products. Explains services to current and potential members to generate additional business and to promote positive public relations. Analyzes potential opportunities to promote additional products and financial services.
• Resolves account-related questions and concerns with members and nonmembers.
• Evaluates all branch activities to ensure they are in compliance with established Credit Union policies, procedures, and objectives; recommends changes to manager. May assist with ITM and Vault Replenishments and Balancing.
• Performs other job related duties as assigned.

• Identify opportunities to cross sell products and services for the betterment of members and nonmembers financial well being.
• Maintain a working knowledge of the credit union's standards and governmental regulations.
• Provide informed, professional and accurate service and support to all members and nonmembers.
• Keep management informed regarding key operating issues affecting the branch.
• Contribute to the department production goals for loans, loan products, accounts, and account products.

• Experience:
  
  Three years to five years of similar or related experience.
• Education:
  
  A high school education or GED.
• Interpersonal
  
  Skills:
  
  Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
• Other
  
  Skills:
  
  Must have good communication skills. Able to operate a 10-key calculator, and computer keyboard.
• Physical Requirements:
  
  (none stated).
• Work Environment:
  No hazardous or significantly unpleasant conditions (such as in a typical office). Position is not eligible to work remotely.