Personal Financial Officer & Member Engagement Specialist

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Full Time Clerical Sioux Falls, SD, US

4 days ago Requisition

Join us at Service First FCU to help us empower our members through financial services and promote our people helping people philosophy! We are looking for someone who believes that our members and service should always come first, just as we do. We are looking for an team member who will bring excellent customer service skills, productivity, and efficiency! We can’t wait to see what you can bring to our team!

• 401(k) with 6% matching
• Life and AD&D insurance
• Paid Time Off
• Bonus and Incentive Programs
• And MORE!!!

• Meet with members to understand their financial needs and assess their eligibility for consumer loan products.
• Prepare, process, and review loan applications to ensure completeness and compliance with credit union policies and procedures.
• Provide guidance to members on loan options, terms, and conditions; explain the benefits and risks associated with loan products.
• Handling calls, chats and emails, addressing member inquiries related to accounts, loans, and credit union services, ensuring a high level of member satisfaction.
• Accepts and transacts in person and telephone transfers, credit card payments, telephone loan payments by card, notary services, asset verifications, monitors the length of time members wait and escalate when needed, and performs other clerical tasks.

Other duties as assigned

• Bachelor’s degree in finance, business, or a related field; or equivalent work experience.
• Minimum of 1-3 years of experience in consumer lending or loan origination, preferably within a credit union or financial institution.
• Strong knowledge of consumer lending products, underwriting processes, and regulatory compliance.
• Exceptional customer service and communication skills, with a focus on building relationships and providing personalized service.
• Proficiency in loan origination systems and Microsoft Office Suite.
• Strong analytical skills and attention to detail, with the ability to assess financial information and make informed decisions.

Service First FCU has been open since 1934 providing banking services to more than 20,000 members across 43 counties with 3 locations in Sioux Falls, SD. Membership:
Service First is a community-based financial institution. People living, working, or worshiping in our field of membership can become a member and access banking services. Membership is also open to the immediate family of current members.

We’re here to make finances make sense for the members we serve. With smart tools, real guidance, and a human touch, we help you move toward your goals, your way.

We see a future where our members feel confident about their finances—and know they’ve got a trusted, community partner in their corner.