Financial Services Officer or Financial Services Representative

Overview

Location:

NWI location to be determined

Salary Classification:
Hourly, Non-Exempt

Reports to:

Branch Manager

Position Summary

The Financial Services Officer is a seasoned position, responsible for building member relationships and assisting with complex financial needs including consumer loans, mortgage loans, account services, and financial education. This role serves as a trusted advisor, delivering tailored solutions that meet each member’s financial goals. This role may be a licensed mortgage loan officer at the senior level.

• Conduct in-depth member consultations to understand financial goals and recommend appropriate credit union products and services.
• Assist with all aspects of consumer and mortgage lending including loan applications, processing, and closing.
• Maintain up-to-date knowledge of credit union products, rates, policies, and compliance requirements.
• Support member onboarding by opening accounts and explaining credit union services.
• Follow up on leads and referrals to deepen member relationships.
• Meets or exceeds performance standards in relation to loan production, deposit growth and member retention.
• Obtain and maintain a book of business in efforts for growing and retaining membership.
• Identify member needs and cross-sell appropriate financial solutions and meet all production expectations.
• Ensure loan files and member records are accurate and compliant with internal and regulatory standards.
• Act as a liaison between the member and other departments to resolve service issues. May open and service new member accounts.
• Acts as a lead to the FSR role and other colleagues.
• Support branch and team goals through collaboration and service excellence.

Required:

• Minimum 2-3 years of experience in banking, credit unions, or financial services in this capacity.
• Proven knowledge of consumer and mortgage lending and account servicing.
• Proven track record of meeting and/or exceeding production goals.
• Excellent interpersonal, consultative, and sales skills.
• Ability to work in a fast-paced, goal-oriented environment.
• Experience using loan origination systems and core banking platforms.

Preferred:

• Associate’s or Bachelor’s degree in finance, business, or related field preferred.
• Experience working in a credit union or similar regulated financial institution.
• Knowledge of NCUA regulatory reporting requirements.
• Experience with accounting system implementation or upgrades (e.g., Fiserv, Jack Henry, Quick Books Enterprise).

• Standard office environment with periodic extended hours during month-end and year-end reporting.
• Ability to sit for extended periods and perform tasks using a computer.
• Occasional travel may be required for training or audits.

We are an equal opportunity employer

• Seniority level:
  Mid-Senior level
• Employment type:
  
  Full-time
• Job function:
  Finance and Sales
• Industries:
  Banking