Financial Services Officer

MULTIPLI FEDERAL CREDIT UNION•Springfield, MO

13d•$23 - $35•Onsite

About The Position

To promote a positive service relationship and improve account engagement with members and nonmembers by identifying loan products and account services that best fits their needs.

Requirements

Three years to five years of similar or related experience.
A high school education or GED.
Good communication skills.
Able to operate a 10-key calculator, and computer keyboard.

Nice To Haves

Identify opportunities to cross sell products and services for the betterment of members and nonmembers financial well being.
Maintain a working knowledge of the credit union's standards and governmental regulations.
Provide informed, professional and accurate service and support to all members and nonmembers.
Keep management informed regarding key operating issues affecting the branch.
Contribute to the department production goals for loans, loan products, accounts, and account products.
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation.
Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Responsibilities

Takes member loan applications and underwrites according to loan policy and procedure.
Follow up with member applications and inquiries.
Process the approved loans and set up date to close the loan and make disbursements.
Opens new accounts, CDs, IRAs and other credit union products.
Explains services to current and potential members to generate additional business and to promote positive public relations.
Analyzes potential opportunities to promote additional products and financial services.
Resolves account-related questions and concerns with members and nonmembers.
Evaluates all branch activities to ensure they are in compliance with established Credit Union policies, procedures, and objectives; recommends changes to manager.
May assist with ITM and Vault Replenishments and Balancing.
Performs other job related duties as assigned.