Financial Services Officer
About The Position
At North Star Community Credit Union, we believe every financial journey matters. Whether helping a member purchase their first vehicle, finance a family milestone, consolidate debt, or achieve a personal financial goal, our Financial Services Officers serve as trusted partners every step of the way. As a Financial Services Officer, you'll build meaningful relationships, provide personalized financial solutions, and help members make confident financial decisions. This role combines exceptional member service, consumer lending, and relationship-building to create positive experiences that improve the financial well-being of our members and communities. If you're passionate about helping people, enjoy building relationships, and want a career where your work makes a difference every day, we'd love to meet you.
Requirements
- High school diploma or equivalent.
- One year of customer service, sales, lending, banking, financial services, or related experience.
- Strong communication and interpersonal skills.
- Ability to build trust and establish meaningful relationships.
- Strong attention to detail and organizational skills.
- Ability to maintain confidentiality and professionalism.
- Proficiency with computers and business software applications.
Nice To Haves
- Consumer lending experience.
- Banking or credit union experience.
- Experience opening new accounts and recommending financial products.
- Knowledge of consumer lending regulations and compliance requirements.
- Demonstrated success in sales, relationship management, or member service roles.
Responsibilities
- Build and maintain strong relationships with members through personalized service and financial guidance.
- Deliver exceptional member experiences through in-person, phone, and digital interactions.
- Educate members on products, services, and financial solutions that support their goals.
- Resolve member concerns professionally and efficiently.
- Interview members and evaluate consumer loan applications.
- Process consumer loans from application through funding.
- Analyze credit information and recommend appropriate lending solutions.
- Ensure lending decisions and documentation comply with established policies and regulations.
- Assist members throughout the lending process while providing exceptional service and communication.
- Open and maintain member accounts, including checking, savings, certificates, and related products.
- Assist members with digital banking, electronic services, and account access.
- Identify opportunities to recommend products and services that enhance members' financial well-being.
- Promote the value and benefits of North Star Community Credit Union membership.
- Maintain accurate records and documentation.
- Adhere to all credit union policies, procedures, and regulatory requirements.
- Protect member confidentiality and sensitive information.
- Support branch operations and assist with special projects as needed.
Benefits
- Medical, dental, and vision insurance
- Employer-sponsored retirement plan
- Paid time off and paid holidays
- Employee Assistance Program
- Professional development and training opportunities
- Career growth and advancement opportunities
- Employee wellness resources
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
