Financial Services Officer I-Burbank

3 weeks ago

Burbank, United States Logix Federal Credit Union Full time


Financial Services Officer I-Burbank

Location

US-CA-Burbank

ID

2024-1191

Category

Sales

Position Type

Full-Time

Remote

No

Overview

The Financial Services Officer I is responsible for working with new and existing members to identify their financial needs and assist them in selecting, from the Credit Union's offering of both depository and loan products, the financial products and services that best meet the identified needs.

Responsibilities

  • Develops member relationships by providing high-quality sales and service to each individual
  • member and works with new and existing members to identify their financial needs and assists
  • them in the selection of the appropriate financial products and services.
  • Supports the achievement of the retail branch office sales goals through the personal selling of all
  • offered financial products including; savings and other depository products; consumer loans
  • (share secured loans, VISA cards, new & used auto loans); consumer loan insurance products
  • (debt protection, credit life & disability, mechanical breakdown insurance, and GAP insurance)
  • and Real Estate Mortgage Loans.
  • Assists members in the selection of, completion and submission of a real estate mortgage loans
  • (purchase and refinances).
  • Uses credit scoring, sound lending practices, regulatory requirements and sound judgment to
  • make lending decisions for the benefit of the membership; explains reasons for denials and
  • explores options for members when loans are denied such as Credit Counseling rationale
  • methods to improve FICO score.
  • Provides advice and assistance to members on budget counseling, consolidations, pay methods
  • and other areas relating to member's financial needs.
  • Participates in marketing campaigns and member awareness seminars. Works with outside
  • sources to generate additional business.
  • Ensures compliance with all applicable laws, regulations, and Credit Union policies and
  • procedures as the relate to assigned products, including, but not limited to, Truth In Savings and
  • Fair Credit Lending Practices and may assist with branch audits.
  • Executes the day-to-day elements of the Credit Union's Member Experience per established
  • standards. This includes but is not limited to meeting new members at the Concierge station,
  • offering them coffee or water, building rapport, assessing their financial needs though the Credit
  • Union's Needs Assessment process. Fulfilling the members' initial need and setting an
  • appointment for a follow up meeting to discuss their other financial needs.
  • Escorting the member all the way to the door and thanking them for their business and reaffirm
  • their decision to do business with LFCU.
  • Directly responds to member's inquiries either in person, via telephone, mail or an internal
  • referral.
  • Works with Branch Management in a team atmosphere for the promotion and growth of loan
  • totals, provide information and feedback on branch goals to staff and generate referrals through
  • coaching and encouragement of branch staff.
  • Processes member transactions efficiently, accurately, and in a timely manner including the
  • opening of new accounts, consumer loan applications, loan fundings and completing all required
  • related documentation. Responsible for quality and accuracy of all work performed.
  • Assists Sales Manager to develop and promote LFCU services to their existing Select Employee
  • Groups (SEGs) for sign up events, benefit fairs and others.
  • Participates in all assigned staff development programs in support of the Credit Union's
  • commitment to continuous improvement in sales and service, quality, and teamwork and may be
  • required to participate in the training and development of other staff members.
  • May perform routine office and clerical duties such as: requisitioning supplies; maintaining
  • accurate, current files; and other duties as may be assigned.
  • May maintain a cash drawer in accordance with assigned cash limits and policy and procedures.
  • Balances own daily work and may assist with the daily branch balancing procedures and approval
  • of transactions for tellers when the transaction is over the teller limit. Accurately completes all
  • related documents (e.g., bank deposit forms, cash shipment forms, monthly cash counts, branch
  • audit certifications, etc.).
  • Accurately completes all related documents (e.g., bank deposit forms, cash shipment forms,
  • monthly cash counts, branch audit certifications, etc.).
  • Must be an actively registered Mortgage Loan Originator with the NMLS and display their unique
  • identifying number on their LFCU business card and in their LFCU e-mail stationary and on other
  • lending documents as required.
  • Must be willing to travel to other local branches on an as needed basis and therefore must have a
  • valid driver's license and own reliable mode of transportation.
  • Must be willing to be assigned to another local branch as needed and that eligibility for a transfer
  • after assignment is subject to Senior Management approval.
  • Must consistently report to work on time, as scheduled.


Qualifications

Education

Bachelor's Degree (4 years) with business related emphasis a plus.

Experience

Of financial service officer and/or loan officer experience in a financial institution. Knowledge, Skills & Ability

The FSO must:

  • Have a thorough working knowledge of depository & loan products, services, insurance of accounts, account vesting, consumer & mortgage lending principles & practices.
  • Knowledge of credit union documents, reports, policies and procedures a plus.
  • Obtain the following licenses, skills and authorities within 6 months of entering the position: Notary License, successful completion of New Accounts training and Membership
  • Officer Authority, successful completion of Consumer Loan & RE Loan Officer training program and obtain RE Loan Officer designation.
  • Have a working knowledge of the Microsoft suite of Office products.
  • Experience using the Symitar Data system is considered a plus.
  • Be willing to travel to other local branches on an as needed basis and therefore must have a valid driver's license and own mode of transportation.
  • Be willing to be assigned to other local branches as needed.

Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.

Base Pay

USD $21.63/Hr.

  • Financial Services Officer I-Burbank

    3 weeks ago

    Burbank, California, United States Logix Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled Financial Services Officer I-Burbank to join our team at Logix Federal Credit Union. As a key member of our team, you will be responsible for providing exceptional financial services to our members, including identifying their financial needs and assisting them in selecting the best financial products and services...

  • Certified Nursing Assistant

    4 weeks ago

    Burbank, California, United States Burbank Rehabilitation Full time

    About Burbank RehabilitationWe are a leading provider of extended care services, dedicated to delivering individualized care to our residents. Our team of skilled clinicians and therapists work together to create a supportive and nurturing environment that promotes independence and well-being.Job SummaryWe are seeking a compassionate and skilled Certified...

  • Financial Analyst I

    4 weeks ago

    Burbank, California, United States DT Professional Services Full time

    Job OpportunityDT Professional Services is seeking an entry-level Accountant I to support our team in Burbank, CA. This role is ideal for recent graduates interested in pursuing a career in accounting.Key ResponsibilitiesReconcile the general ledger daily by reviewing reports, posting entries, and obtaining and filing financial reports.Assist in maintaining...

  • Medical Office Assistant

    3 weeks ago

    Burbank, California, United States Neurological Associates of Burbank Full time

    Job Title: Medical Office AssistantWe are seeking a highly skilled Medical Office Assistant to join our team at Neurological Associates of Burbank.Key Responsibilities:Provide exceptional front office experience to our patients and staff.Assist with patient check-in and check-out processes.Verify insurance coverage and obtain necessary authorizations.Manage...

  • Financial Accounting Manager

    3 weeks ago

    Burbank, California, United States City of Burbank, CA Full time

    Job Title: Financial Accounting ManagerWe are seeking a highly skilled Financial Accounting Manager to join our team at the City of Burbank, CA. As a key member of our Finance Division, you will be responsible for planning, organizing, reviewing, and managing the Accounting section within the Burbank Water and Power Department.Key Responsibilities:Plan,...

  • Financial Services Officer I-Burbank

    1 month ago

    Burbank, California, United States Logix Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled Financial Services Officer to join our team at Logix Federal Credit Union. As a Financial Services Officer, you will be responsible for providing exceptional service to our members by identifying their financial needs and assisting them in selecting the best financial products and services.Key...

  • Financial Accounting Manager

    2 weeks ago

    Burbank, California, United States City of Burbank, CA Full time

    Job SummaryWe are seeking a highly skilled Financial Accounting Manager to join our team at the City of Burbank, CA. As a key member of our Finance Division, you will be responsible for planning, organizing, and managing the accounting section, ensuring accurate and timely financial reporting and budgeting.Key ResponsibilitiesDevelop and implement accounting...

  • Custodian - Facilities Services

    4 days ago

    Burbank, California, United States Burbank USD Full time

    Custodian Job OpportunityWe are seeking a skilled Custodian to join our team at Burbank USD.Key Responsibilities:Provide custodial services to ensure a clean and safe environment for students and staff.Maintain facilities and equipment to ensure optimal performance.Collaborate with colleagues to achieve departmental goals.Requirements:High school diploma or...

  • Financial Accounting Manager

    3 weeks ago

    Burbank, California, United States City of Burbank, CA Full time

    Job Title: Financial Accounting ManagerUnder general direction, the Financial Accounting Manager will plan, organize, review, and manage the Accounting section within the Finance Division in the Burbank Water and Power Department. The successful candidate will have a strong background in accounting, finance, and management, with experience in supervising and...

  • Financial Accounting Manager

    2 weeks ago

    Burbank, California, United States City of Burbank, CA Full time

    Job Title: Financial Accounting Manager - BWPUnder the general direction of the Assistant General Manager, Finance and Administration (Chief Financial Officer), the Financial Accounting Manager - BWP will plan, organize, review, and manage the Accounting section within the Finance Division in the Burbank Water and Power Department.Key...

  • Administrative Assistant

    4 weeks ago

    Burbank, California, United States Burbank USD Full time

    Job Title: Secretary IIWe are seeking a highly organized and detail-oriented Secretary II to join our team at Burbank USD.Job Summary:The Secretary II will provide administrative support to our school staff, ensuring the smooth operation of our office.Key Responsibilities:Provide administrative support to school staffManage office supplies and...

  • Security Officer

    3 days ago

    Burbank, California, United States MSCCN Full time

    Job Title: Security Officer - Burbank CenterAt Allied Universal, we are committed to providing rewarding careers that give you a sense of purpose. As a Security Officer, you will be part of a dynamic, diverse, and inclusive workplace that fuels a culture that reflects in our communities and customers we serve.Responsibilities:Provide exceptional customer...

  • Accountant I Position

    3 days ago

    Burbank, California, United States DT Professional Services Full time

    Accountant I Job SummaryDT Professional Services is seeking an experienced Accountant I to support our financial operations in Burbank, CA. This role is ideal for recent graduates or individuals with a background in accounting who are looking to advance their careers.Key Responsibilities:Reconcile the general ledger on a daily basis by reviewing reports,...

  • Security Officer Burbank Center

    2 weeks ago

    Burbank, California, United States MSCCN Full time

    Job Summary:We are seeking a highly motivated and detail-oriented Security Officer to join our team at the Burbank Center. As a Security Officer, you will be responsible for providing exceptional customer service to our clients while ensuring the safety and security of our facilities.Responsibilities:Provide customer service to clients by carrying out safety...

  • Food Service Associate

    4 weeks ago

    Burbank, California, United States Burbank USD Full time

    Job Title: Food Service AssistantWe are seeking a highly motivated and detail-oriented Food Service Assistant to join our team at Emerson Elementary. As a key member of our food service team, you will play a vital role in ensuring the health and well-being of our students.Responsibilities:Assist with food preparation and servingMaintain a clean and safe food...

  • Financial Accounting Manager

    4 days ago

    Burbank, California, United States City of Burbank, CA Full time

    Job Title: Financial Accounting ManagerWe are seeking a highly skilled Financial Accounting Manager to join our team at the City of Burbank, CA. As a key member of our Finance Division, you will be responsible for planning, organizing, reviewing, and managing the Accounting section.Key Responsibilities:Plan, direct, and manage the accounting, financial...

  • Security Officer Burbank Center

    2 weeks ago

    Burbank, California, United States Allied Universal® Full time

    Job OverviewAllied Universal, a leading security and facility services company, is seeking a skilled Security Officer to join our team at the Burbank Center. As a Security Officer, you will play a vital role in safeguarding clients in a range of industries, including Commercial Real Estate, Healthcare, Education, and Government.Responsibilities:Provide...

  • Accountant I Position

    3 weeks ago

    Burbank, California, United States DT Professional Services Full time

    Job OverviewDT Professional Services is seeking an entry-level Accountant I to support our financial operations in Burbank, CA. This role is ideal for recent graduates or individuals with a strong background in accounting.Key ResponsibilitiesReconcile the general ledger daily by reviewing reports, posting entries, and obtaining and filing various financial...

  • Energy Services Manager

    4 weeks ago

    Burbank, California, United States City of Burbank, CA Full time

    Job Title: Energy Services Manager **Job Summary:** We are seeking a highly skilled Energy Services Manager to join our team at the City of Burbank, CA. As a key member of our organization, you will be responsible for managing energy services and utility rates. **Key Responsibilities:** * Manage energy services and utility rates to ensure efficient and...

  • Dental Hygienist Position

    4 weeks ago

    Burbank, California, United States Burbank Family Dental Full time

    Burbank Family Dental Seeks a Skilled Registered Dental HygienistWe are looking for a highly qualified Registered Dental Hygienist to join our team at Burbank Family Dental. Our dental office is known for its positive work environment and growth opportunities.As a Registered Dental Hygienist at Burbank Family Dental, you will enjoy:Competitive Compensation...