Financial Services Officer (Full Time)
About The Position
The Financial Services Officer plays an important role within the branch, supporting the Branch Manager and Senior Financial Services Officer, by assisting with overseeing daily teller operations to ensure accuracy, efficiency, and exceptional member service. This position is responsible for supporting the management of the teller team and fostering a collaborative environment that promotes professional growth and adherence to compliance standards. The Financial Services Officer is accountable for balancing cash drawers, resolving complex transaction issues, and implementing security protocols to safeguard assets.
Requirements
- High school diploma or equivalent required.
- 1-3 years of experience in a teller or cash handling role within the financial services industry.
- Demonstrated supervisory experience and/or leadership skills in a retail banking or credit union environment.
- Strong knowledge of financial products, services, and regulatory compliance requirements.
- Proficiency with teller systems and basic office software such as Microsoft Office.
Nice To Haves
- Experience with cash management systems and branch operations software.
- Exceptional member service and conflict resolution skills.
Responsibilities
- Support the teller team to maintain high levels of accuracy and member service.
- Assist with training new tellers and provide ongoing coaching to enhance team performance and compliance.
- Resolve escalated member inquiries and transaction discrepancies promptly and professionally.
- Ensure adherence to all regulatory requirements, internal policies, and security procedures.
- Assist in scheduling teller shifts, as needed, to ensure adequate coverage during business hours.
- Oversee the branch staff in absence of the Branch Manager and Senior Financial Services Officer.
- Proactively offer beneficial products and services to the membership, meeting personal and branch goals.
- Responsible for tracking and monitoring goal achievements of staff members as directed by the Branch Manager or Senior Financial Services Officer.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
