Financial Services Officer

First Commerce Credit Union • Tallahassee, FL

1d

About The Position

The Financial Services Officer helps members and potential members navigate consumer lending, everyday banking, and First Commerce Credit Union solutions. The role builds lasting relationships, identifies member needs, and provides recommendations and guidance to support sound financial decisions. It originates consumer loans, delivers member service, meets sales and referral goals, and develops business through relationships within and outside the financial center.

The officer interviews loan applicants, explains loan options and terms, approves or denies loans within established guidelines, and ensures loan files are complete and accurate. The role also supports loan servicing, balances transactions, promotes self-service tools, and helps members navigate their financial needs. The officer is expected to uphold the organization’s vision, mission, values, and service standards with professionalism and integrity.

Requirements

• Knowledge of credit union deposit and loan products, including mortgages.
• Strong communication and interpersonal skills.
• Consistently positive and courteous member service.
• Flexible availability Monday through Friday.
• High school diploma or equivalent.
• At least one year of loan servicing, processing, collections, or Financial Services Rep I experience.
• New account experience with cross-selling or at least one year of loan origination may substitute for the stated experience requirement.

Responsibilities

• Build meaningful relationships with members and potential members and serve as a trusted financial partner.
• Identify member needs and guide members toward appropriate financial decisions and FCCU solutions.
• Originate consumer loans and interview loan applicants.
• Explain loan options and terms and approve or deny loans within established guidelines.
• Ensure loan files are complete and accurate.
• Support loan servicing functions and balance transactions.
• Promote self-service tools and assist members with everyday banking and financial needs.
• Deliver exceptional member service and meet sales and referral goals.
• Grow a book of business through relationships inside and outside the financial center.
• Maintain productivity, attention to detail, and adaptability while upholding organizational values and service standards.

Benefits

• Competitive compensation aligned with performance.
• Health, dental, and vision insurance.
• 401(k) with company match.
• Generous paid time off and paid holidays.
• Employee assistance programs.
• Ongoing professional development.
• Advancement opportunities within a growing organization.
• Supportive team environment.

What This Job Offers

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