Financial Service Representative

Barksdale Federal Credit UnionLongview, TX
Onsite

About The Position

As a Loan Officer, you will play a pivotal role in delivering superior member service throughout the lending process, from account opening to various loan services. Your responsibilities will include managing deposit services such as account opening, closure, and maintenance, as well as processing loans, conducting loan interviews, and preparing applications for credit approval. Whether assisting members electronically or in-person, you will ensure a seamless experience while promoting and cross-selling our credit union's products and services to enhance member relationships and loyalty. You will also be responsible for resolving member issues and inquiries effectively and professionally.

Requirements

  • High school diploma or equivalent
  • Strong understanding of financial services and products provided by the credit union
  • Knowledge of loan processing functions, requirements, and procedures
  • Excellent communication and interpersonal skills
  • Proficiency in basic computer skills and willingness to learn new software/systems

Nice To Haves

  • Previous experience with a full-service financial institution is preferred

Responsibilities

  • Deliver superior member service throughout the lending process, from account opening to various loan services
  • Manage deposit services such as account opening, closure, and maintenance
  • Process loans
  • Conduct loan interviews
  • Prepare applications for credit approval
  • Assist members electronically or in-person
  • Promote and cross-sell our credit union's products and services to enhance member relationships and loyalty
  • Resolve member issues and inquiries effectively and professionally

Benefits

  • Medical, Dental & Vision Insurance: Comprehensive coverage to keep you and your family healthy and confident
  • 24/7 Teledoc Health Access: Talk to board-certified physicians anytime via phone, app, or video
  • Mental Health Support: Confidential support through our Employee Assistance Program (EAP) — available to you and your household
  • Paid Life & Long-Term Disability Insurance: Company-paid coverage for added peace of mind
  • Wellness Programs: Fun challenges, rewards, and free virtual fitness classes to support your well-being year-round
  • Generous Paid Time Off: 156 hours of PTO annually, plus enjoy 8 paid holidays to recharge and spend time with loved ones
  • Volunteer Time & Opportunities: Make a difference in your community — we make it easy to get involved. As well as we reward you for doing so!
  • 401(k) with Company Match: Invest in your future with a competitive retirement plan and employer match
  • Financial Wellness Tools: Free financial advising, free Barksdale Federal Credit Union membership, and education around money management
  • Education Assistance Program: Get reimbursed for up to 90% of tuition costs, up to the maximum allowable — invest in your future without the financial stress
  • Career Development: We offer in person and online training, certifications, leadership programs, and more to help you grow
  • Employee Recognition & Milestones: We also honor employees’ tenure milestones through our service anniversary program, celebrating their dedication to our mission
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