Financial Services Officer (Floater)

ORNL Federal Credit Union • Maynardville, TN

3d

About The Position

The Financial Services Officer Floater will travel to various branch locations as directed and assist members and potential members with their Credit Union needs with regard to new accounts, loans, and notary services. The FSO Floater will refer members to appropriate Credit Union personnel for services outside the scope of their given responsibility.

Requirements

• One or more years of customer service and sales experience is required.
• A high school diploma or GED is required.
• Must be detailed oriented and possess strong customer service skills.
• Must have the mathematical ability to perform basic math skills.
• Must have excellent written and verbal communication skills .
• Must be proficient with Microsoft and Google Workspace.
• Must have excellent organizational and analytical skills.
• Must be able to work well with others

Nice To Haves

• One year of financial services experience is preferred.
• Lending experience is preferred.
• An Associate's degree in a business related field is preferred.

Responsibilities

• Assists members with financial transactions, including opening and closing accounts; answers questions about products and services; refers problems that are beyond given authority to supervisor.
• Interviews members and assists them with loan inquiries and processing and closing loans.
• Follows up with members on pending and countered loans.
• Identifies and follows through on cross sell opportunities.
• Obtains appropriate documentation and signatures on all new accounts, loans, and other member-related services.
• Promotes and actively participates in any branch promotions and credit union calling campaigns.
• Performs duties as a notary public.
• Maintains and updates member account information on the computer system.
• Performs other job-related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED