FINANCIAL SERVICES OFFICER
Role:
- 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.
Essential Functions & 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.
Performance Measurements:
- 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.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.