Financial Services Officer

Job Title:

Financial Services Officer-Float FLSA Status:
Hourly, Full-Time

Reports To:

Branch Manager - Vadnais Heights Pay Level: 7 $ 21.00 to $32.00 per hour

Department:
Vadnais Heights Branch Date:
July 7, 2026

The Financial Service Officer will work directly with members to provide professional service. They will assist with member account management and oversee the loan initiation process from start to finish while following approved federal and local guidelines. This position may be required to float to other Minnco branches, as needed.

• Educate members on Minnco products and services and actively cross-sell and/or make referrals for adequate products and services
• Conduct loan interviews, prepare necessary documents for approval and process approved documents for disbursement/filing, ensuring completion
• Submits loan requests for decisions, and if applicable ensures all documents are properly signed
• Assist members with requests regarding opening/closing accounts, service requests and credit applications
• Establish a rapport with members by building connections through engagement while increasing credit union awareness, profitability, and member loyalty
• Business development included but not limited to proactive activities that increase credit union awareness, profitability and member loyalty
• Refer members to financial experts as needed (mortgage, etc.)

• Maintain and uphold Minnco’s Core Values in all work
• Ability to act with integrity and professionalism while maintaining confidentiality and objectivity

• Two years of experience in financial services and knowledge of the financial services industry, products, and solutions
• Minimum of six months previous experience within a Member Service Representative role
• Ability to prioritize, analyze, and make on-the-spot decisions regarding member’s accounts and member’s loans
• Excellent organizational skills and attention to detail
• Knowledge of the various federal regulations that impact credit unions and lending
• Broad experience of credit union products, services, policies and procedures
• Ability to solve problems in a sometimes-stressful environment while maintaining quality of service

• Previous experience within a credit union preferred
• Proficient in Microsoft Office Suite
• Experience with upselling products

The majority of work will require sitting/standing while using the computer, and participating in meetings (in person, while on the phone, or online). Using finger dexterity for typing on the keyboard plus reading and viewing computer monitor.

Employee will work in an office setting with low noise level, full-time Monday thru Friday between the hours of 8am and 6pm, with occasional weekends during business hours.

• High Deductible Health Plan at low cost to employees, with a $2000 employer contribution to your eligible HSA account.
• Flexible Spending Accounts
• Life Insurance, Long Term Disability and AD&D for Full-time 40-hour employees
• Long Term Disability insurance which pays 60% of salary after 90 days
• Employee Assistance Program
• MN Paid Family and Medical Leave

Complies with the Bank Secrecy Act/Anit-Money Laundering/CIP (U.S. Patriot Act), privacy procedures and policies.

Minnco Credit Union does not discriminate based on race, sex, color, religion, ago, nationality, origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.