Financial Service Officer

Navigator Credit Union•Gulfport, MS

18d•Onsite

About The Position

Navigator Credit Union is recruiting a full-time Financial Service Officer for its Mississippi region. A specific branch cannot be guaranteed during the interview process, and the assigned home-branch employee may be asked to cover other branches in the region. Branch locations include Gulfport, D’iberville, Ocean Springs, Gautier, Jackson Ave, Hurley, Vancleave, and Moss Point. The Financial Service Officer serves as a financial advisor, providing solutions such as opening accounts, referring applications, answering member questions, solving problems, and taking ownership of the member experience. The role involves discussing financial products and services with members and prospective members, maintaining thorough knowledge of credit union products and services—including mobile banking and other technical services—and helping members address their needs. The position also supports community relationships, financial education, branch operations, and compliance with applicable regulations and internal policies.

Requirements

At least 2 years of direct customer service experience.
High school diploma or equivalent.
Above-average verbal and written communication skills.
Successfully complete the financial counselor certification program within the first 6 months in the position.
Above-average problem-solving skills and ownership of the member experience.
Self-motivation, trustworthiness, and a strong work ethic.
Ability to work independently and as part of a team.
Ability to speak to groups of varying sizes.
Ability to lead by example.
Ability to work in a fast-paced environment, prioritize tasks, and meet deadlines.
Proven ability to cross-sell and achieve established branch and individual goals.
Ability to perform job functions independently or with limited supervision, follow written and oral instructions, communicate clearly, handle multiple changing priorities, and exercise discretion with confidential matters.
Regular, reliable, and timely attendance.
Ability to perform primarily sedentary work, sit more than 6 hours daily, occasionally lift up to 10 pounds, and climb or descend stairs in an emergency.
Ability to operate routine office equipment and work on a computer for an average of 6–8 hours per day when necessary.
Ability to perform work indoors in a climate-controlled shared work area with minimal noise.

Nice To Haves

Sales experience.

Responsibilities

Build member relationships across in-person, telephone, online banking, electronic communication, and business-visit channels by discussing banking needs and financial goals.
Meet members’ banking needs, from basic transactions to more complex financial needs.
Build relationships in the community and positively represent Navigator Credit Union.
Help members manage money, make sound financial decisions, and work toward financial stability.
Provide tips and resources on building credit scores, budgeting, and setting financial goals.
Conduct consultative conversations to identify member needs and proactively offer credit union products and services; promote product and service features and benefits.
Perform administrative tasks, including system data entry and information retrieval, to support member service duties.
Ensure compliance with federal and state regulations and internal policies and procedures, including the Bank Secrecy Act, the Patriot Act, and Office of Foreign Assets Control requirements.
Work on special projects and perform other duties as instructed or assigned by the supervisor.
Perform multiple roles within the branch.
Maintain a positive, self-starting approach when dealing with internal and external members.
Demonstrate integrity, leadership, accountability, and teamwork.
Work extended hours when required or requested by management.
Travel locally and, as needed, by commercial airline, rental vehicle, or public transportation, and lodge in public facilities.