Financial Services Officer

3 days ago


Burbank, California, United States Logix Federal Credit Union Full time
Job Title: Financial Services Officer

Logix Federal Credit Union is seeking a highly skilled Financial Services Officer to join our team. As a key member of our financial services team, you will be responsible for providing exceptional customer service and financial guidance to our members.

Key Responsibilities:
  • Develop and maintain relationships with existing and new members to identify their financial needs and provide personalized solutions.
  • Work with members to select and apply for financial products and services, including loans, savings accounts, and insurance products.
  • Provide financial education and counseling to members to help them achieve their financial goals.
  • Collaborate with branch management to achieve sales goals and promote financial products and services.
  • Process member transactions efficiently and accurately, including opening new accounts, loan applications, and loan fundings.
Requirements:
  • Bachelor's degree in business or a related field (4 years). A degree in finance or a related field is a plus.
  • At least 2 years of experience in financial services, including loan officer and/or financial services officer experience.
  • Strong knowledge of financial products and services, including loans, savings accounts, and insurance products.
  • Excellent communication and interpersonal skills, with the ability to work with diverse groups of people.
  • Ability to work in a fast-paced environment and meet sales goals.
What We Offer:
  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • Recognition and rewards for outstanding performance.

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.



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