Financial Services Officer I
3 weeks ago
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team
PURPOSE:
To provide exemplary member service through all delivery channels, handle functions such as account opening and maintenance, phone inquiries, assistance with loan requests, and all other services as needed.
DIMENSIONS:
This person greets members and responds to their needs or directs them to the appropriate person, department or source.
Dispenses information about various types of accounts and other Credit Union services.
Directs members on how to proceed with a loan request.
Information must be presented in a helpful and knowledgeable manner.
DUTIES:
Assist members in all areas of consumer lending.
Grant subsequent advances on existing credit cards, open lines and home
equity lines of credit - consult with an approving officer prior to advance.
Evaluate loan application and make recommendation to approving
officer.
Handle establishment of new membership, open all accounts, and
process changes in accounts.
Educate members on available services and make recommendations based
on their needs.
Assist members with account problems, checking reconciliations, or
errors in transactions.
Answer phone, file documents, and perform other clerical duties as
needed.
Other duties as assigned.
REQUIREMENTS:
Must have knowledge of Credit Union operations and financial services offered and some knowledge of services offered by other financial institutions.
Has completed MST Training.
Has completed Lending Training.
Has been registered as an MLO with the NMLS (HR will initiate the registration when the promotion to Financial Services Officer I is requested.)
Meets members’ needs in the area of consumer lending.
Makes lending decisions consistent with SECU loan policies.
Meets compliance and regulatory standards in terms of loan processing, delinquency control, loan quality and documentation.
Pass the Lending Certification Exam at this level; must be completed prior to being eligible for promotion to FSO II.
Excellent communication skills, a neat appearance and a friendly helpful manner are essentials.
Must be willing to engage in ongoing training and professional development.
Should have basic computer skills.
Regular attendance is mandatory.
Must be able to speak English fluently.
Must be able to cooperate and collaborate with co-workers.
Must adhere to the work schedule and attendance policy established by manager.
Must be cordial in all interactions with members and co-workers.
JOB ENVIRONMENT:
Office setting with physical proximity to other employees.
Some background noise from other employees, copy machine, and telephone.
PHYSICAL DEMANDS:
Uses hands and fingers to lift telephone receiver to answer incoming calls and transfer such calls to appropriate destination.
Uses hands and fingers to press keys on adding machine to add information for member transactions.
Uses hands and fingers to press keys on a Computer keyboard to enter data and retrieve information.
Sits 80%, stands 10%, and walks 10% of the time.
Must communicate clearly to answer members questions and to describe member services.
Must listen intently to members questions and concerns in order to facilitate quality service.
Visual acuity is necessary in completing forms for members; such as check order forms, deposit and withdrawal slips, savings documentation, etc..
May order supplies for the branch using computer terminal.
Maintains manual cash drawer, counting currency daily to balance cash drawer.
May climb stairs when branch is located on multiple levels.
Must be able to comprehend and carry out verbal and written instructions.
Must be able to lift 5 pounds.
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