Financial Solutions Officer

2 weeks ago

Lexington, United States Trius Federal Credit Union Full time
Job DescriptionJob Description

The details of the job

At Trius Federal Credit Union, our mission is to empower individuals and communities, instilling hope through financial stability, opportunity and growth. Our core values include honesty, optimism, partnership and empowerment. We are passionate to provide "HOPE" in every member interaction and believe the credit union philosophy of "People helping People".

We are looking for energetic, team driven, solution finders to join our growing team that was recently voted "Best Credit Union and Mortgage Company" in Kearney. Our branches and technology are new and advanced. Come experience the "Trius Difference" and join our team.

Immediate opening for a FT candidate at our Lexington, NE branch to fill the role of a Financial Solutions Officer. Bi-lingual candidate a plus. This role includes a broad range of branch activities including but not limited to member transactions in person, via phone, video and other electronic correspondence, account opening functions and consumer loan sales. We will train the right candidate.

The qualities to succeed

  • Passion for helping people.
  • Ability to provide the "best" member service skills.
  • Give our members a "positive" experience every time they visit us.
  • Energetic, loves to be part of a team environment and enjoys having fun while working.
  • Desire to give "hope to every member that walks in the door.

What you will do each day

  • Promote a positive image at all times to our members, co-workers and community.
  • Provide members service in person, on the phone, video and through electronic communication.
  • Provide new members all the necessary information on membership.
  • Responds to member complaints.
  • Process daily transactions as needed (i.e. deposits, withdrawals, loan payments, advances, etc) in an accurate manner.
  • Responsible for establishing relationships with members and cross selling and referring products and services to meet our member's financial needs.
  • Interview loan applicants and presents loan products that best meet the members needs.
  • Assists member in completing loan applications and obtains and evaluates credit reports.
  • Analyzes applicant's qualifications.
  • Notify applicants of loan decisions.
  • Completes loan contracts.
  • Maintains a balanced cash drawer and processes all member account transactions as needed.
  • Will open, close, and make changes to accounts following all BSA. Patriot Act, and OFAC requirements.
  • Maintain knowledge and follow all state and federal rules and regulations, policies, and procedures.
  • Ensure work areas are clean and look professional.

The benefits you will receive

  • Insurance including health, dental, vision, life, STD and LTD
  • Voluntary insurance options
  • Health Savings Account/Flexible Spending
  • PTO
  • 11 paid holidays
  • Excellent training program
  • 401(k) with company match
  • Trius "swag"
  • Fun, rewarding, team environment
  • Value a work/life balance

Equal Opportunity Employer

All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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