Financial Services Officer- Pocatello

Idaho Central Credit Union • Pocatello, ID

163d

About The Position

Do you enjoy talking to people to help them through their problems? Do you feel confident in your ability to learn new information? Are you able to think critically to make recommendations? If so, you could be the perfect candidate for our Financial Services Officer role at ICCU! ICCU's mission is to help our members achieve financial success. As a Financial Services Officer, you will assist our members with opening accounts, qualifying for loans, and understanding and taking advantage of the products and services offered by the Credit Union.

Requirements

• The ability to use a calculator and a computer.
• The ability to always maintain the confidentiality of Credit Union and member records.

Nice To Haves

• A Bachelor's Degree or equivalent experience.
• One to two years of sales or customer service experience.

Responsibilities

• Maintaining a strong focus on helping each Credit Union member achieve financial success.
• Assisting members and businesses with opening new accounts.
• Interviewing and qualifying members for loans of all types within the requirements of the loan policies established by the Credit Union.
• Making recommendations to members based on their full financial picture and personal financial goals.
• Researching and making appropriate corrections for members with account problems.
• Keeping your manager informed of member needs or desires regarding products, services, suggestions, and/or escalations.
• Promoting and cross selling Credit Union Services.
• Notarizing documents as determined by branch requirements.
• Handling deceased accounts until the accounts are closed or until owner roles are changed.
• Reviewing weekly and monthly reports.
• Backing up the teller line, as necessary.

Benefits

• Competitive Pay
• Medical, Dental, & Vision Insurance (ICCU covers over 85% of the premium)
• Generous Paid Time Off
• 11 Paid Holidays
• Matching 401K AND Pension
• Tuition Reimbursement
• Employee Assistance Program
• Employee Wellness Program
• Paid Group Life and Disability Insurance
• Awesome Culture
• Business Discounts (such as cell phone service and gym memberships)
• And More

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree