Floating Financial Solutions Specialist - Roswell

LGE Community Credit Union • Roswell, NM

2d

About The Position

This position is responsible for conducting enthusiastic interactions to uncover needs, inspire possibilities, provide financial education, and deliver solutions to advance our members’ financial success. Guided by a strong commitment to provide a better financial future for our members, the Financial Solutions Specialist (FSS) will suggest relevant products and services to help our members meet their financial goals. The FSS will build and strengthen member relationships by providing industry leading member experience. As a floating Financial Solutions Specialist, you will be the first call to serve at any other LGE branch, occasionally without notice, should the need arise. Adaptability, futuristic-thinking, and a strong sense of teamwork is the foundation of our Financial Solutions Specialist. As a floating Financial Solutions Specialist, you will be the first call to serve at any other LGE branch, occasionally without notice, should the need arise Be familiar with and follow all policies, procedures and processes which have been established in order to meet compliance requirements of all applicable federal regulations. The regulations include but are not limited to the Privacy Act, Office of Foreign Assets Control (OFAC), Bank Secrecy Act (BSA), Reg. CC and Patriot Act. In 1951, seven Lockheed Georgia employees dreamed of a better way to bank and LGE Community Credit Union was born. Today we serve communities in Northwest Georgia as a not-for-profit financial institution. Unlike a bank, whose profits go to its shareholders, our profits go to our members in the form of better rates and lower fees. We are guided by a strong commitment to provide a better financial future for our members. Since 2010, LGE has invested over $2 million in the lives of those in the community including children, homeless, abuse victims and those that fall on hard times. Not only is there a monetary contribution but LGE staff members volunteer over 2,600 hours in the community annually. Additionally, we partner with schools in the local communities through our Partners in Education platform. Continued efforts show why LGE Community Credit Union continues to be a fabric of the community. We are a not-for-profit, member-owned financial institution with a strong commitment to the local community. Profits made by LGE are returned back to the members in the form of better rates and lower fees. LGE is governed by a volunteer board of directors who are also members of the credit union. When LGE expanded our field of membership to the community, we wanted to retain the historical component of our brand and decided to keep the Lockheed Georgia Employees portion of the name as simply "LGE." While we started as Lockheed Georgia Employees' Federal Credit Union, today we are proud to be LGE Community Credit Union. While the letters in our name may retain our history, LGE stands for the future. LGE stands for community. LGE stands for you. LGE Community Credit Union is committed to fostering, cultivating and preserving a culture of diversity and inclusion. LGE is dedicated to creating an inclusive workspace where employees feel valued, included and respected for their individuality.

Requirements

• High School Diploma or equivalent
• 1+ years’ customer service and/or sales experience
• Comfortable working with little to no supervision in fast-paced environment
• Basic understanding of computer operation and programs
• Ability to effectively communicate in oral and written form
• Ability to cross-sell products and services
• Ability to gather, interpret, and solve complex problems
• Must be flexible in supporting other branch offices
• Demonstrated proficiency with computer programs to include, but not limited to Microsoft Excel and Word
• Ability to gain and obtain the knowledge of lending practices; regarding interpretation of credit bureau reports, underwriting criteria, and basic lending philosophy
• Dedicated to the health and advancement of members' financial lives and its communities.

Nice To Haves

• Associates Degree in Business or related field
• 1+ years retail, credit union, or financial services experience
• Bilingual Spanish Speaking

Responsibilities

• Proactively promote an atmosphere of quality service and solutions through enthusiastic member interactions in-branch and by phone
• Establish supportive and productive long-term member relationships through rapport, trust, and diplomacy
• Proactively greet and interact with members as they enter the Credit Union
• Engage with members through active listening and productive conversation to uncover member needs and financial goals
• Proactively seek opportunities to maximize member loyalty through industry leading products and service
• Build and strengthen the member relationship by assessing their financial wellness and offering education and solutions to advance financial success
• Maintain composure and professionalism in a high production and changing environment
• Educate and assist members in using LGE technology offered to complete transactions
• Accurately process member financial transactions as needed to include, but not limited to: Deposits, Withdrawals, and Payments
• Maintain collected negotiable items and balance daily to ensure accuracy and compliance
• Open membership accounts including but not limited to: Deposit Accounts, Specialty Accounts, Business Accounts
• Seek to resolve account issues/discrepancies and provide solutions and/or alternatives
• Obtain appropriate application information/documentation to ensure loans are originated and closed accurately
• Demonstrate sound judgment in loan origination by providing clear and detailed notes with loan applications
• Review the credit report to determine whether additional opportunities are available such as: New Shares, Auto Refinance, Debt Consolidation, Credit Card, and Mortgage Loans
• Assure that applications and supporting documentation is complete prior to the closing of a loan, deposit account, or other related product/service
• Meet or exceed established individual/team service and sales goals
• Assist with daily branch operational duties to promote an optimal branch environment and experience
• Demonstrate positive behaviors that promote high morale, cooperation, and enthusiasm
• Maintain awareness and report potentially suspicious/fraudulent activity to prevent credit union losses
• Proactively maintain in-depth knowledge to have the ability to answer routine/complex questions and provide solutions/suggestions in regards to: LGE Products and Services, Branch Policies and Procedures, and Rules and Regulations
• Demonstrate a committed effort to obtain expert level knowledge of the FSS role through LGE's Universal Agent Training Program
• Participate in and assist with Business Development and Community outreach programs
• As a floating Financial Solutions Specialist, you will be the first call to serve at any other LGE branch, occasionally without notice, should the need arise
• Be familiar with and follow all policies, procedures and processes which have been established in order to meet compliance requirements of all applicable federal regulations. The regulations include but are not limited to the Privacy Act, Office of Foreign Assets Control (OFAC), Bank Secrecy Act (BSA), Reg. CC and Patriot Act.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees