Financial Services Officer III

1 week ago

Tyler, United States Kelly Community FCU Full time

Financial Services Officer III (Relationship Banker/New Accounts/Loans)

Position Summary: Financial Services Officer III (Relationship Banker / Loans & New Accounts Representative)

As a Financial Services Officer III within our team, you will play a pivotal role retaining and growing our membership and consumer loan portfolio by helping people and offering consumer banking done right

The purpose of the Financial Services Officer III is to ensure exceptional member service by actively engaging and guiding members through financial solutions that meet their needs. As an FSO III you will succeed by inspiring members to act, using each interaction to educate members and promote products or services that benefit them. In the FSO III role you are required to drive tasks to completion, particularly in managing consumer loan applications from initiation to funding, while consistently meeting production goals.

You will be responsible for performing a variety of financial services, such as opening and closing accounts and IRA's, onboarding new members, renewing certificates, and providing account maintenance. Your ability to approach each member interaction with the intent to uncover additional opportunities to serve is essential in the FSO III role. Other responsibilities of a Financial Services Officer III include processing deposits, withdrawals, loan payments, and other financial transactions with accuracy and efficiency.

The core purpose of an FSO III is to foster member loyalty through proactive support, continuous engagement, and a focus on delivering results.

The talent we seek for the FSO III role brings energy to work daily to rally and motivate people. To be a successful Financial Services Officer, we are looking for an individual genuinely displays the following attributes:

  • Enthusiasm, persuasion, and reliable job execution.
  • Inspires everyone towards action.
  • Remains focus-driven on the vision and intended expectations.
  • Pushes through all obstacles to finish a task.
  • Maintains confidentiality of sensitive and private information.
As a Financial Services Officer III, you will build professional relationships with credit union members and promote a positive, helpful, and friendly team environment. You will contribute your unique talents, skills, and experiences to help our members, your team, and our credit union get better every day, providing exceptional member service at all times.

Company Highlights

At Kelly Community, we're proud to be a locally operated business, deeply rooted in our community. Kelly Community Federal Credit Union is a local financial institution ranked as one of the top-rated, financially sound financial institutions in the United States. Located in Tyler, Texas, our organization has consistently grown year after year. At over $170 million in assets, Kelly Community is a full-service banking institution offering a large suite of financial products and services. Our focus is fulfilling our mission statement: We care for members like family Our values are Big Heart, Team Player, and Excellence.

Not only do our members love us, but our employees do too Kelly Community is seeking talented individuals who will craft a bridge between the individual's strengths and how they approach the work they do for us. We offer a competitive and comprehensive salary and benefits package, and Kelly Community is consistently rated among our employees as a great place to work through annual evaluations. If you are looking for a place with purpose and living out the credit union philosophy of people helping people, apply with us We can't wait for you to join our family

Summary of Education, Experience, and Qualifications for Financial Services Officer III (Relationship Banker / Loans & New Account Representative)

Education: 1) Minimum successful completion of a high school education or GED.

Experience: Candidates with 10+ years of consumer lending with a credit union/bank institution or related lending* or sales* need only apply.

(*To include cross-selling loan products; opening and closing accounts; maintenance of accounts; collection and input of member data; routine teller transactions; interviewing/assisting members with loan applications; calculating terms, charges and rates for disclosure on promissory notes; receiving, reviewing and processing related loan documents and other paperwork necessary in the loan process; disbursement of loans; closing of loans; preparation of documents, reports and maintenance of records)

Required Skills and Qualifications:
  • Possess intermediate level proficiencies in Microsoft Word and Excel
  • Demonstrate ability to identify and upsell products and services.
  • Demonstrate excellent ability to communicate both verbal and written.
  • Demonstrates ability to successfully manage multiple activities and projects with competing priorities.
  • Demonstrates having detail-oriented, analytical, and problem-solving skills.
  • Possess welcoming and inviting disposition, and strong emotional intelligence.
  • Professional, genuine, and self-starter attitude
  • Cooperative and willing to assist others.
Additional Skills and Qualifications:
  • General understanding of related regulations, statutes, and filing requirements related to financial services.
  • Knowledge of related computer applications and basic business equipment.
  • Good typing and data entry techniques
  • Must be bondable and pass background criteria if offered a position.
  • Plus if applicant is bilingual (fluent proficiency Spanish and English)
Compensation and Position Classification for Financial Services Officer III (Relationship Banker / Loans & New Account Representative)

Pay Rate: Hourly, Non-Exempt $22.00/hour, plus monthly incentives

Paid Bi-weekly.

Monthly Incentive: Average $1,000/month and incentives are not capped.

Benefits: Health, Dental, Vision; Supplemental Accident and Critical Illness Insurance; Short- and Long-term disability; Basic and Voluntary Life; 401K with Employer Match

Paid Leaves: Vacation, Sick, Bereavement, Jury Duty, Volunteer

Scheduled Hours of Work for Financial Services Officer III (Relationship Banker/ Loan & New Account Representative)

Monday - Friday availability from 7:45 AM to 6:00 PM, and rotating Saturdays 8:45 AM to 2:00 PM

Items to Review Before Proceeding

Please review the following attachments before proceeding with your application:
  • Job Description(s)
  • Dress Code Guidelines
  • Summary of Your Rights Under the Fair Credit Reporting Act
  • Kelly Community Federal Credit Union Application Process (See below.)


Kelly Community Federal Credit Union Application Process

The following is our typical selection process and timeline. Please keep in mind, this timeline and process may vary from position to position.

  1. Initial screening (within 3 business days of application)
  2. *Skills Testing (based on applicants scheduling of skills testing. No more than 5 days)
  3. Phone Screening (within 3 business days of passed *skills testing)
  4. Profile Assessments (within 3 business days of passed phone screening)
  5. 1st Interview (Approximately 3-5 business days or dependent on number of applicants; please refer to job posting for any scheduled dates)
  6. Follow-up interview (within 2 business days. Dependent on position; not required in all processes)

*Varies by position's skills requirements

Typical time to hire if the candidate passes all processes: 21 days to hire

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