Responsible for presenting and explaining credit union products and services to members and assisting them to utilize these products and services. Assists members in resolving account related problems. This position requires an ability to communicate effectively with prospective and current members and to represent the credit union in a positive and professional manner.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
In accordance with prescribed methods and operating policies and established practice, the Financial Services Officer:
-Greets and interviews members to determine financial needs. Suggests and explains appropriate deposits, lending and investment products. Describes and recommends suitable insurance products and automated services. Directs members to
appropriate staff member or department.
Processes a variety of financial transactions for members including the opening and closing of accounts, issuing checks, processing deposits and withdrawals from accounts, filing insurance claims, issuing certificates, drafts and other negotiable instruments. Responds and researches member inquiries regarding the operation of accounts, access to services, resolving account discrepancies, balancing and reconciling, adding or reducing service features on various accounts, and assisting members to make the most effective use of automated services.
Explains the features and benefits of credit union electronic services and approves applications. (ATM/DR Card, Voice Responses, Bill Payer, PC Access, Direct Deposit, and Payroll Deduction) Performs all lending functions as required at the branch level. Performs clerical duties such as photocopying, faxing, processing incoming and out going mail, notary, services, signature guarantees and filing. Completes various reports and projects as required. May perform Financial Services Supervisor duties as required in their absence.
Assists in training new Financial Services Officers in all financial service transactions and procedures. Performs various duties to provide members Safe Deposit services.-Delivers materials, equipment and supplies as required by branches. Maintains onsite storage of documents, supplies and equipment. Record and purge documents as specified in the Records Retention Policy. Performs such other member service functions that might be needed from time to time, and assists others to complete tasks and work assignments.
PERFORMANCE STANDARDS:
Must fully understand credit union products and services and be able to cross-sell members to use these products and services. Must fully understand the factors considered in the credit qualification process, and the appropriate steps to insure compliance with applicable regulations. Accurately completes system input to obtain valid credit scores. Must be competent and comfortable in the sales environment. Cooperative and positive attitude toward members and credit union staff. Maintains professional appearance and demeanor. Understands the importance of "first responders' role in the overall image and service satisfaction of members, and continuously works to maintain a high satisfaction standard. Telephone experience preferred in customer service, as well as ability to communicate clearly.
EDUCATION and/or EXPERIENCE:
High school diploma or general education degree (GED); and a minimum of two years related experience and/or training; or equivalent combination of education and related experience. Thorough knowledge of credit union's computer system for performing basic input/output tasks including Word and Excel desired
*Please apply at https://www.silverstatecu.com/SSS_about_Jobs.aspx*
**ONLY FULLY COMPLETED APPLICATIONS WILL BE CONSIDERED**
***SEE RESUME ON APPLICATIONS WILL NOT BE CONSIDERED***
Location: Las Vegas
Compensation: DoE
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