Financial Services Officer

4 days ago Be among the first 25 applicants

Salary Classification: Hourly, Non-Exempt

Reports to: Branch Manager

Position Summary

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 members financial goals. This role may be a license mortgage loan officer at the senior level.

Key Responsibilities

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.

Qualifications:

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:

Associates or Bachelors 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, QuickBooks Enterprise)

Additional Expectations

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

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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