Financial Services Officer

Overview

Location: NWI location to be determined

Salary Classification: Hourly, Non-Exempt

Reports to: Branch Manager

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 licensed mortgage loan officer at the senior level.

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.
• Meet or exceed 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.
• Act 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

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Banking